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Fidelity Investments
Total Duration10 yrs 11 mos
TitleMortgage Trader
Dates EmployedJul 2006 – Apr 2012
Employment Duration5 yrs 10 mos
LocationMerrimack, NH
• Analyzed, recommended, and executed relative value strategies across mortgage products (book size $7B) for nine portfolio managers and five investment mandates with AUM of $225B. Engaged with Complex Operations Group to explore new investment opportunities, including Reverse Mortgages and Prepayment Linked Notes.
• Primary liaison between fund managers and Wall Street traders in all major sector products to deliver solutions, influence decision-makers and drive trades. Traded volumes in excess of $100B during 2007-2008 financial crisis.
• Created marketing presentation for prospective clients explaining agency securitized mortgages, investment team process, and competitive advantage.
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TitleEnd User Developer
Dates EmployedJun 2001 – Jan 2007
Employment Duration5 yrs 8 mos
LocationMerrimack, NH
Developed, maintained and enhanced business critical applications for trading.
• Held simultaneously with Fixed Income Trading positions until 2007.
• Represented business users to enterprise technology group to understand and communicate trading process needs.
• Created front-end infrastructure for the first in-house electronic trading platform.
• Integrated enterprise trade ticket with trading platform, eliminating dependency on front-end Access database and reducing trading operation risk.
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TitleMunicipal Money Market Trader
Dates EmployedJun 2001 – Jul 2006
Employment Duration5 yrs 2 mos
LocationMerrimack, NH
• Integrated commercial paper investment strategy with overall fund management for 18 portfolios with AUM of $40B. Strategy contributed to funds’ top-quartile ranking. Gained trading experience across all major products in this sector.
• Optimized daily cash position worth $1B while complying with SEC regulations, coordinating with three portfolio managers and four traders.
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