Annette Brandt
Libertyville
Summary
Analytical investment operations professional with over 10 years of experience in fixed income trading and portfolio administration. Dedicated and adaptable professional with the ability to learn quickly. Passionate about home design, wellness and fitness.
Overview
29
29
years of professional experience
Work History
Homemaker
Business Operations & Family Management
Libertyville
01.2009 - Current
- Provided financial and administrative support for a family-owned business while managing household operations and raising a family.
- Developed strong organizational, communication, and time-management skills while balancing family and business responsibilities.
Portfolio Associate - Investment Management
William Blair & Company, LLC
Chicago
05.2000 - 01.2008
- Supported investment management teams overseeing 50+ fixed income portfolios by delivering operational, reporting, and trading support to enhance portfolio performance.
- Executed treasury, government agency, mortgage-backed, and commercial paper trades using Bloomberg Bond Trader, contributing to timely market transactions.
- Balanced municipal bond underwritings, ensuring accurate documentation and compliance with regulations to mitigate risk.
Account Administrator
Investors Bank & Trust Co.
Boston
05.1999 - 04.2000
- Managed administration of 450 investment accounts representing more than $350 million in assets.
- Reconciled account activity to ensure accurate reporting of capital gains and losses.
- Researched and resolved client inquiries to enhance understanding of taxes, income distributions, and corporate actions.
Financial Analyst
Morgan Stanley Dean Witter
Chicago
02.1998 - 04.1999
- Analyzed financial data to support investment decisions and strategy development.
- Prepared comprehensive reports for senior management on market trends and risks.
- Collaborated with cross-functional teams on financial forecasting and budgeting processes.
- Supported securities trading operations and reconciled accounts to ensure accuracy and compliance.
Sales Assistant
Wayne Hummer Investments, LLC
Chicago
08.1997 - 01.1998
- Assisted financial advisors with client inquiries and account management tasks.
- Coordinated client meetings and prepared necessary documentation for presentations.
- Managed daily administrative tasks, ensuring smooth office operations at the investment firm.
- Updated financial records for customer accounts to ensure accuracy and accessibility.
Education
Bachelors of Science - Finance
University of Illinois At Chicago
Chicago, IL12-1997
Skills
- Fixed Income Trading
- Portfolio Reporting
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Quickbooks
Timeline
Homemaker
Business Operations & Family Management
01.2009 - Current
Portfolio Associate - Investment Management
William Blair & Company, LLC
05.2000 - 01.2008
Account Administrator
Investors Bank & Trust Co.
05.1999 - 04.2000
Financial Analyst
Morgan Stanley Dean Witter
02.1998 - 04.1999
Sales Assistant
Wayne Hummer Investments, LLC
08.1997 - 01.1998
Bachelors of Science - Finance
University of Illinois At Chicago