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Avalon Advisors - Fixed Income Analyst Resume Example

Ella Peterson
Professional Summary

Reliable analyst with management degree and background in finance industry.  Dependable with excellent communication and time management skills.  Handles tasks with accuracy and efficiency.  Over 15 years of experience in finance and administrative work. 

  • Administration and Management
  • Customer and Personal Service
  • Monitoring
  • Mathematics
  • Judgment and Decision Making
  • Time Management
  • Clerical
  • Critical Thinking
  • Economics and Accounting
  • Coordination
Fixed Income Analyst, Series 7 License Jan 2004Dec 2010 Avalon Advisors, LLC Houston, TX
  • Invest and implement strategy changes for over seven hundred million U.S. dollars in client assets/portfolios daily.
  • Use computers for various applications, such as database management or word processing to facilitate portfolio investing and correspondence.
  • Answer telephones and give information to clients and brokers, take messages.
  • Operate office equipment, such as fax machines, copiers, or phone systems.
  • Complete forms in accordance with company procedures for regulatory compliance.
  • Operate electronic mail systems and coordinate the flow of information, internally or with other custodians and broker/dealers.
  • Provide services to customers, such as order placement, cash disbursement or account information.
  • Learn to operate new office technologies as they are developed and implemented.
Marketing Assistant, Series 7 License Jun 2001Dec 2004 Morgan Stanley Houston, TX
  • Work with team of six money managers to facilitate trades for clients and portfolio updates.
  • Manage client portfolios, keeping client plans up-to-date with data entry.
  • Prepare or interpret for clients information such as investment performance, financial document summaries, or interest payments.
  • Open accounts for clients and disburse funds upon request.
  • Manage phones and transmit faxes, copies and emails.
Marketing Assistant, Series 7 and 66 Lincense Jan 1997Dec 2000 Prudential Securities Houston, TX
  • Prepare reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, or presentation software.
  • Answer phone calls and direct calls to appropriate parties or take messages.
  • Perform general office duties, such as making copies, maintaining records and management database systems.
  • File and retrieve corporate documents, records, and reports.
  • Make travel arrangements for executives.
  • Open, sort, and distribute incoming correspondence, including faxes and email.
BBA : Management May 1995 The University of Texas Austin, TX
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Resume Details

This is a real resume for a Fixed Income Analyst in Katy, Texas with experience working for such companies as Avalon Advisors, Llc, Morgan Stanley. This is one of the hundreds of Fixed Income Analyst resumes available on our site for free. Use these resumes as templates to get help creating the best Fixed Income Analyst resume.

Previous Companies:

  • Avalon Advisors
  • LLC
  • Morgan Stanley

Previous Job Positions:

  • Fixed Income Analyst
  • Series 7 License
  • Marketing Assistant
  • Series 7 and 66 Lincense


  • The University of Texas

Level of Education:

  • BBA

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