100 Broadway Lane New Parkland, CA, 91010 Cell: (555) 987-1234 firstname.lastname@example.org
Fixed Income Specialist competent at creating fixed income strategies and researching competitive and product trends. Create marketing message and review all marketing material to ensure accuracy. Work closely with portfolio managers as well as internal and external clients.
Fixed Income Specialist, April 2012 – Present Los Angeles Business Communications– Los Angeles, CA
Develop a strong marketing message for clients and prospective clients and provide review marketing as well as meeting materials.
Organize large conferences and provide support distribution, training and meeting support to management team.
Drive, create and modify new and existing product strategies.
Possess knowledge of all portfolio holdings, risk attributes of each strategy, past and current position of the portfolio and short-term outlook for the strategy and performance attribution.
Conduct research pertaining to similar product market, competitors and customer trends.
Pro-actively lead sales campaigns for the fixed income space of the department.
Fixed Income Specialist– First Assistant, August 2008 – May 2012 Monterey Financial Services– Monterey, CA
Developed and lead pre-sales campaigns and large scale sales campaigns through full sales cycles.
Offered clients solutions that benefited their workflow and helped them meet their goals.
Established and maintained client relationships at all levels of the organization.
Maintained accurate customer contact and opportunity data
Collaborated with develop teams to develop and execute fixed income sales strategies for each product.
2008 Bachelor of Science, Marketing University of California – Los Angeles, CA