2451 Midtown Avenue, #0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx • abc@xyz.com

 

Portfolio Management • Trading & Risk Analysis • Bond Sales & Purchases

 

etails-focused Finance & Investment Specialist eager to offer experience in Portfolio Management, Trading & Risk Analysis, Policy & Procedure Development, and Client Relations toward maximizing a company s fiscal performance.  Recognized as 2007 and 2008 s Top Contributor for E*Trade Financial.

 

 

                                    Areas of Expertise                                   

 

Portfolio Management          Policy & Procedure Development          Risk Models Development          Process Improvement          Regulatory Compliance          Client / Customer Services

Trading & Risk Analysis          Bond Sales & Purchases          Mark-to-Market Accounting          Fixed Income Securities          Collateral Systems Administration          Loan Processing / Management

 

                                Professional Synopsis                              

 

 

Junior Portfolio Manager (2006 C Present)

         Apply dynamic leadership talents toward managing a $13-billion Mortgage-Backed Securities Portfolio to include trading agency hybrid bonds composing 30% of portfolio; analyzing portfolios; and identifying relative value.

         Develop risk models and evaluate convexity and duration, along with pricing over $1 billion in non-agency CMO securities to market, creating default scenarios, and effectively analyzing cash flows.

         Create an accurate positions database and develop monthly / quarterly presentations of current positions.

         Execute sell / purchase bond transactions and resolve transaction settlement issues to prevent fails, along with updating Fixed Income Securities of balance sheet / asset projections to ensure seamless financial operations.

         Yield projections and facilitate Mark-to-Market accounting for 500+ bonds to include Agency Pass-Through / AMRs / CMO / Callable Debt, Non-Agency.

         Perform 99-20 testing and cash flow analysis for non-agency securities impairments, and serve as a Bloomberg System Administrator.

 

Whole Loans Reviewer (2005 C 2006)

         Created and presented regular reports to senior management to include analyzing loans database for inconsistencies; resolving key data challenges; and developing an innovative tracking database cleared by a post-closing department.

         Supported the attainment of loans objectives by assisting Senior Data Analyst with data warehousing and modeling.

         Contributed solid communication skills toward responding to client concerns and promptly resolving loan problems.

         Ensured whole loans accuracy by performing auditing and assisting post-closing department with systems issues.

 

 

Loan Department Assistant Manager (2005)

         Created a new lending system presentation for the Board of Directors, as well as improving scanning processes and collateral tracking efforts via critical database restructuring and policy / procedure development.

         Served as Collateral System Administrator for Baker Hill s OnePoint, along with directing lending systems training programs for loan processors, bank managers, and assistant managers to guarantee consistent business operations.

 

Loan Processor (2003 C 2005)

         Utilized proven financial services abilities to process 40 loans monthly to include ordering and reviewing due diligence for any discrepancies and interfacing among industry professionals in accordance with set policies / procedures.

         Liaised between associates to order and review all related title documents (i.e. policies, commitments, lien searches).

 

| Additional Professional Roles Held Prior to 2003 with Burke & Herbert Bank & Trust Company |

 

                                            Education                                          

 

Bachelor of Arts in Information Technology (Minor in Business)                                           George Mason University

Associate of Applied Sciences in Information Systems Technology          Northern Virginia Community College

 

                                   Technical Summary                                 

 

Bloomberg | PolyPaths | TradeWeb | MS Office Suite | MS Project | MS Access | MS SQL | Database Management