Avalon Advisors - Fixed Income Analyst Resume Example

Love this resume? Build your own now

Ella Peterson
XXXX XXXXXXXXXX XXXXX, Katy, TX 77450
Ph: XXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXX
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. 

Skills
  • Administration and Management
  • Customer and Personal Service
  • Monitoring
  • Mathematics
  • Judgment and Decision Making
  • Time Management
  • Clerical
  • Critical Thinking
  • Economics and Accounting
  • Coordination
Experience
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.
Education
BBA : Management May 1995 The University of Texas Austin, TX

People also search for

Child Support Enforcement Agent

Brunswick ,Maine

Charles Collins

Companies Worked For:

State of Maine , Lehman Brothers

JobTitles Held:

Child Support Enforcement Agent , SrFixed Income Analyst

Market Risk AVP

CONCHO ,Oklahoma

Daniel Thomas

Companies Worked For:

KWAP , ING Insurance Bhd

JobTitles Held:

Market Risk AVP , Fixed Income Analyst

Fixed Income Analyst

Katy ,Texas

Ella Peterson

Companies Worked For:

Avalon Advisors , LLC

JobTitles Held:

Fixed Income Analyst , Series 7 License

Utilities Chemist II

Clearwater ,Florida

Joseph Clark

Companies Worked For:

Pinellas County Utilities Laboratory , Hillsborough County Environmental Laboratory

JobTitles Held:

Utilities Chemist II , Environmental Scientist

resume flower ad

About this resume

Fixed Income Analyst FROM Katy , Texas RESUME

This is a resume for a Fixed Income Analyst in Katy, Texas with experience working for such companies as Avalon Advisors and LLC. The grade for this resume is 0 and is one of 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.

Dude
School Attended
The University of Texas