Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Jennifer Miller

Frisco,TX

Summary

Dynamic Municipal Bond Trading Leader at Edward Jones with extensive expertise in regulatory compliance and risk management. Achieved significant operational efficiencies, saving over 500 hours annually through innovative, data-driven strategies. Proficient in Bloomberg TOMS, consistently fostering a high-pressure environment that enhances team performance and trading excellence.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Municipal Bond Trading Leader

Edward Jones
St. Louis, MO
09.2023 - Current
  • Co-led the Secondary Municipal Bond Trading Desk by managing the operations, risk, and regulatory compliance activities.
  • Ensured compliance with all policies and procedures to meet firm and regulatory requirements, while anticipating future changes in the regulatory environment.
  • Attended senior management meetings to discuss desk performance metrics, and market conditions.
  • Maintained regular performance evaluations for traders through verbal, written, and ongoing review programs.
  • Trained traders on best practices in municipal bond trading.
  • Analyzed data through Tableau dashboards to generate trading strategies.
  • Led the Fixed Income Talent objective of the department's business plan to ensure fair assessment and calibration of all Fixed Income Traders.
  • Directed the Bloomberg TOMS working group to create fixed-income templates and a launchpad for the successful training, cutover, and live implementation.
  • Ensured the delivery of the supervisory functionality of Bloomberg TOMS using CMGR/VMGR.

Municipal Bond Syndicate Leader

Edward Jones
St Louis, MO
06.2021 - 08.2023
  • Led the Municipal Syndicate Desk to co-manage more than 1,400 deals and $15 billion of new bond issues for the #1 U.S. Municipal Bond Competitive Underwriting Syndicate.
  • Implemented a vendor to streamline Municipal Bond Preliminary Official Statement reviews: saved the underwriting desk over 500 hours per year.
  • Streamlined deal file checklists and eliminated redundant and antiquated processes, increasing capacity on the desk.
  • Managed compliance and regulatory documentation, reporting accuracy, and post-trade audit requirements.
  • Led the compliance, legal, and trading partnership for the Fixed Income Department by coordinating the completion of multiple regulatory efforts.

Municipal Bond Trader 3

Edward Jones
St. Louis, MO
06.2019 - 05.2021
  • Provided both product and liquidity for three different trading pods.
  • Supervised best execution, best practices, and compliance with department and industry regulatory requirements through reports and post-trade surveillance.
  • Led a team to enhance Bloomberg, trading system, news, and research resources for the entire municipal desk to increase trader efficiencies.
  • Collaborated with the Trading Risk and Controls department in the innovation of the new trading system and Product Master File on security map descriptions.
  • Created and presented sample Bloomberg TW sheets for future use for the entire Fixed Income Department.
  • Authored a post-trade exception response guide to further the development and best execution knowledge of the municipal trading desk.
  • Led regional meetings for OH, WV, and PA, and gave an overview of the fixed income markets and opportunities to further develop the knowledge of the FAs.
  • Coached several traders to elevate their trading knowledge, position management skills, and risk management.

Municpal Bond Trader 3

Wells Fargo Advisors/Wachovia/A.G. Edwards
St. Louis, MO
11.2004 - 05.2019
  • Actively bid and offered secondary municipal bonds, including taxable, tax-exempt, higher education, healthcare, revenue, and general obligation issues.
  • Managed proprietary municipal bond inventory, aligning desk positions with market conditions, firm risk tolerance, and client demand.
  • Managed risk while providing a wide range of inventory for retail financial advisors, middle-market sales, and institutional sales.
  • Reviewed bond orders to ensure accuracy, best execution, and conformance to regulations.
  • Monitored real-time profit/loss, commission revenue, and inventory turnover.
  • Communicated market color to other municipal bond traders to align opportunities in the market with client inquiries.
  • Provided support on competitive underwriting deals with Wells Fargo Bank by giving pricing ideas and substantial orders.
  • Developed and implemented trading technology enhancements as effective inventory management and risk management tools.
  • I trained the trading desk on electronic trading regarding market making and inventory supervision.
  • Provided written commentary for the Midwest and Mid-Atlantic regions for the weekly municipal market update for senior management.
  • Identified critical data for decision making, tracking sector spreads, and interpreting the impact across different sectors.

Education

Bachelor of Science - Finance

West Virginia University
Morgantown, WV
05-2002

Skills

  • Team leadership
  • Municipal bond trading
  • Multitasking in a high-pressure environment
  • Regulatory compliance
  • Risk management
  • Bloomberg TOMS
  • Data-driven decision making
  • Employee performance reviews

Certification

  • Series 7, SIE, 52, 53, 66

Affiliations

  • Secretary of St. Louis Municipal Bond Club 2014-2019
  • Member of Edward Jones Women's Forum 2019-2021
  • Member of Edward Jones Women's BRG 2019-present
  • Member of Women in Trading Group 2022-present

Timeline

Municipal Bond Trading Leader

Edward Jones
09.2023 - Current

Municipal Bond Syndicate Leader

Edward Jones
06.2021 - 08.2023

Municipal Bond Trader 3

Edward Jones
06.2019 - 05.2021

Municpal Bond Trader 3

Wells Fargo Advisors/Wachovia/A.G. Edwards
11.2004 - 05.2019

Bachelor of Science - Finance

West Virginia University

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