jennifer cassidy

fixed income trader at natixis global asset management

About

Jennifer Cassidy. Fixed Income Trader at Natixis Global Asset Management ... Vice President - Investment Grade Corporate Bond Trader. T. Rowe Price ... Brown Brothers Harriman. June 1992 – December 1993 (1 year 7 months)Greater Boston Area ... Senior Recruiter at National Cardiovascular Partners, LP. United States...

Country

united states

City

naples

Industry

investment management

Skill

portfolio management, mutual funds, investments, fixed income, bonds, trading, financial analysis, asset management, financial modeling

Experience

cash and security lending analyst

opers

2013-9 - 2014-6 · 10 mos

Managed the securities lending portfolio of US Treasury, Agency and Mortgage Backed securities for the internally managed fixed income portfolios with the investment objective to generate a return in excess of the lending rate. Generated lending ideas based on expectations for future lending rates and cash flows for the portfolios. Maintained existing and developed new relationships with investment bank relationship managers with the goal of achieving best execution and diversifying counterparty exposure. Communicated daily all lending activity and market insight to the fixed income team.

client portfolio analyst

diamond hill capital management, inc.

2010-10 - 2012-8 · 1 yr 11 mos

Served as a primary point of contact for Ohio based institutional and high net worth clients. Proactively built and maintained relationships with new and existing clients and their consultants. Developed an in-depth knowledge of the client relationship, servicing requirements, and key client contacts. Provided monthly and quarterly portfolio performance and positioning updates; as well as the portfolio managers’ investment and market outlook.

vice president - investment grade corporate bond trader

t. rowe price

1997-8 - 2006-10 · 9 yrs 3 mos

Traded fixed income corporate bonds; working closely with portfolio managers and analysts to produce a total portfolio return in excess of the respective bond indexes and/or peers groups. Specialized in the trading of specific industries and evaluated trading and technical issues when making investment decisions. Generated trade ideas based on special investment situations, unique structures, and/or industry and market trends. Prepared market updates and trade activity in weekly internal meetings.

third party marketing representative

t. rowe price

1996-6 - 1997-7 · 1 yr 2 mos

mutual fund accountant

t. rowe price

1994-6 - 1996-6 · 2 yrs 1 mo

mutual fund accountant

brown brothers harriman

1992-6 - 1993-12 · 1 yr 7 mos

internal auditor

united states department of the treasury: bureau of fiscal service

1991-6 - 1992-5 · 1 yr

fixed income trader at natixis global asset management

natixis investment managers

2015-7 - Present · 11 yrs 3 mos

Execute investment decisions for corporate bonds in accordance with best execution practices and portfolio manager guidance. Ensure the accurate and timely investment of SMA accounts per investment guidelines. Gather and analyze valuations to identify trading relative value opportunities to the portfolio managers. Communicate market insight and sentiment with trading team. Maintain and develop relationships with broker dealers and third party trading desks. Coordinate with operations department to ensure the timely settlement of trades.