Stevens Institute of Technology School of Business
Work Experience
A
Asset Allocation and Management
Assistant Portfolio Manager Fixed Income
Chicago, IL, US
December 2023 - present
company
Asset Allocation and Management
title
Assistant Portfolio Manager Fixed Income
overview
- Collaborate with Portfolio Managers to implement portfolio strategies, ensuring they align with each client's unique objectives
- Serve as a primary contact for my clients, addressing inquiries and coordinating the delivery of services across multiple portfolio management teams
- Engage daily with trading, credit research, operations, settlement, and investment accounting teams, fostering efficient inter-departmental
- Prepare and present periodic client investment reports, and support the Sales and Marketing groups to contribute to the firm's growth
- Monitor and analyze portfolio risk, compliance, and performance, helping to drive continuous improvements in organizational efficiency
- Develop market knowledge through active participation in the investment process, and proactively seek opportunities for professional growth and expanded responsibilities
D
DBRS Morningstar
Credit Ratings Analyst US RMBS
New York City, NY, US
January 2022 - December 2023
U
US RMBS
Credit Intern
June 2021 - December 2021
Skills
Accounts PayableAdaptabilityAnalytical ThinkingAnomaly DetectionAsset AllocationAsset ClassesBudgeting SkillsBusiness MarketingCalcCapital MarketsCash ManagementComputer ProgrammingCoordination SkillsCost ManagementC++ (Programming Language)Credit AnalysisCredit RisksCritical ThinkingDecision Making SkillsElectrical and Computer EngineeringFinancial AccountingFinancial EngineeringForecasting SkillsGlobal MacroHard Work and DedicationIncome StatementsInvestment StrategiesKnowledge of Electrical EngineeringKnowledge of FinanceLeadershipMarket LiquidityMATLABMicrosoft ExcelMicrosoft PowerPointMicrosoft SoftwareMicrosoft VisioMicrosoft WordMortgage InsuranceMortgage LoansNetworking SkillsOil and GasPortfolio ManagementProblem SolvingProject ManagementPublishing SkillsPython (Programming Language)Reverse MortgagesRisk AnalysisRisk ManagementRStudioSchedulingSelf MotivationSQL DatabasesStrategic ThinkingStrategies of PricingTeam ManagementTeam WorkingTime ManagementTradingTrustworthinessVba Programming Language