Income Associate Resume Sample

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Trystan Medhurst
4121 Marlin Prairie,  Los Angeles,  CA
+1 (555) 626 6825

Work Experience

Associate Director, Long Income Origination
07/2017 - PRESENT
Phoenix, AZ
  • Review trade confirmations drafted by other team members and the vendor
  • Actively participate in the overall daily supervision of the processes outsourced far shore
  • Deal with regular queries from internal and external clients
  • Acts as a back-up for the team leader is their absence
  • Ensuring clear communication of Aviva Investors mandates’ investment requirements to the wider real estate market
  • Leading the due diligence process and securing internal approvals in accordance with funds’ authority levels and in line with internal processes
  • High proportion of off market opportunities identified and transacted, demonstrating added value
  • Effective co-operation with market counterparties to identify, assess and review potential acquisition opportunities
Associate Director, Fixed Income
04/2014 - 05/2017
Chicago, IL
  • Full compliance with policies and procedures governing investment acquisitions with reference to each mandate and each fund’s operating criteria
  • Effective and accurate completion of all due diligence and internal approval processes
  • Positive feedback from key stakeholders (including Consultants, clients, fund managers, colleagues, audit, etc)
  • Highly regarded in wider real estate market (feedback from industry counterparties)
  • Delivering investments in line with targets as determined from time to time
  • All required reports provided accurately and within agreed timeframes
  • Represent Credit Research in meetings with issuers, interface with TIAA’s Risk Management Team, and support TIAA Investment goals and values
  • Publish Earned Income Guide on Sysco’s Intranet for US and Canadian operating companies and Directs Guide for BSCC with correct Earned Income data using collected supplier program documentation
Associate Fixed Income Portfolio Manager
10/2007 - 12/2013
Dallas, TX
  • Verify US and Canadian dollar supplier payments in Excel spreadsheets to published earned income rates to ensure accurate and timely payments to operating companies
  • Allocate US and Canadian dollar supplier payments, sales and units to ensure proper general ledger accounting in cash receipt system to provide dependable financial reporting to SMS
  • Research and resolve all operating company earned income claims submitted, coordinating with suppliers and operating companies to ensure all earned income is received
  • Responsible for approving operating companies to deduct from suppliers for unpaid earned income
  • Provide customer service to operating companies and SMS departments on supplier agreement and cash receipt related issues
  • Follow up with suppliers and SMS departments to bring suppliers into reporting compliance (timeliness, invoice detail, rates and summary of gross sales and units)
  • Works as part of the Agreements team to identify opportunities and continuously improve team performance


Washington State University Vancouver
2003 - 2007
Bachelor's Degree in Finance

Professional Skills

  • Strong numerical and analytical background, strong problem solving skills
  • Understanding of Fixed Income markets, experience in Derivatives trade processing
  • Participating in new product development discussions globally and across functions
  • Advocating for changes in strategic direction with product management, GRG and the investment teams
  • Familiarity building fixed income cash flow models and developing reliable approaches to discounting cash flows
  • Assist front office in preparing presentations and other marketing materials
  • Research existing and prospective clients by looking at financials and projections

How to write Income Associate Resume

Income Associate role is responsible for reporting, trading, security, training, credit, finance, research, accounting, marketing, cpa.
To write great resume for income associate job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Income Associate Resume

The section contact information is important in your income associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Income Associate Resume

The section work experience is an essential part of your income associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous income associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular income associate position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Income Associate resume experience can include:

  • Responsible for providing various administrative functions related to investment aspects to support portfolio managers in the overall management of their accounts
  • Proactively support the team manager in achieving the team's objectives and assist management in achieving overall business objectives
  • Participates in the overall portfolio structure utilizing security analytical information, economic factors, and bond market conditions
  • Provides various functions related to administrative and investment aspects of accounts to support the portfolio managers in the overall management of their accounts
  • Participates in the planning of the overall portfolio structure utilizing security analytical information, economic factors, and bond market conditions in conjunction with the client’s investment objectives
  • Assists the portfolio managers in the implementation of the portfolio strategy through security selection, sector allocation and duration decisions in relation to the portfolio performance index and current TNT Fixed Income policy

Education on an Income Associate Resume

Make sure to make education a priority on your income associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your income associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Income Associate Resume

When listing skills on your income associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical income associate skills:

  • Deliver cross training to create a fungible team with the appropriate skill sets across product and systems
  • Nurture and build strong relationships with DCM, Operations Management and FI Ops teams based in KL and Manila and other global regions
  • Experience in the financial services industry related to interest rate derivatives
  • Support FIAR project requirements gathering, testing and migration activities
  • Help manage investor time to achieve appropriate balance in focusing on generating investment returns
  • Assist in economic research and producing market updates

List of Typical Skills For an Income Associate Resume


Skills For Associate Director, Long Income Origination Resume

  • Monitor trading risk (Independent Amount triggers, daily limits, etc.)
  • Lead operations training on site for new clients
  • Manage the third party reporting to DTCC
  • Stay up to date on latest regulatory requirements impacting banks
  • Be able to structure trades and generate pricing sheets as needed
  • Understand all Fixed Income trade flows, the failure points and impact on new issue processing

Skills For Associate Director, Fixed Income Resume

  • Produce time sensitive trade documentation for clients
  • Manage the middle/back office for interest rate derivatives for client banks that utilize BMO as a third party service provider
  • Develop user guides/manuals as needed
  • Be an extension of the front office as necessary
  • Be a point person (internally and externally) for any operational issues
  • Work to constantly improve deliverables and the middle/back office functions

Skills For Earned Income Associate Resume

  • Manage derivative Future Potential Exposure models calculations for client banks
  • To understand the structure and operational mechanics to execute a Tender Offer on behalf of clients
  • To understand the roles played by the DCM teams i.e. Origination, Transaction Management & Syndicate and also other key stakeholders such as Corporate Trust Loan Agency (CTLA)
  • Support DCM by participating in NI working party discussions and proactively giving operational advice on new issue transactions (pre-mandate and during execution)
  • Ongoing risk management of functions performed by the New Issues team, maintaining a low operating risk model and ensuring appropriate escalation in place aligned to FIM and other firm policies. Ensure all key risk items are under investigation, cleared, narrated, and escalated as appropriate

Skills For Associate Fixed Income Portfolio Manager Resume

  • Initiate process improvements which include representing the NIs team in working groups to deliver process re-engineering projects to streamline the operations process and reduce operating risk and costs
  • Provide and offer support for important new business initiatives by reviewing NPDDs and direct discussion with the business
  • All procedures updated and periodically reviewed as complete
  • Fixed income portfolio construction and risk analysis
  • Interest rate and relative value research and trade execution
  • Provide input into customized guidelines and fees

Skills For Fixed Income New Issues Associate Resume

  • Assists the portfolio managers in the monitoring of the portfolio returns to determine results and the portfolio's strategy to determine appropriateness given changing bond markets and client objectives
  • Sysco Merchandising Services
  • Sysco Operating Companies
  • Broadens knowledge of fixed income portfolio management through various sources
  • Knowledge of investment theory and applications, usually acquired through related work experience and course work, to support portfolio managers with administrative and investment objectives for a client

Skills For Fixed Income Valuation Associate Resume

  • General investment experience
  • Derivative portfolio management
  • Analytical tool development

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