Summary
Overview
Work History
Education
Skills
Volunteering
Websites
Timeline
Generic
Victor Mallet

Victor Mallet

Fixed Income Sales Professional
Cliffside Park,NJ

Summary

Experienced Fixed Income Associate with a strong track record in customer relationship management, product knowledge demonstration, and financial services. Committed to fostering customer goodwill and loyalty through cultivating key relationships and delivering exceptional results. Seeking a full-time position that offers professional challenges and utilizes interpersonal skills, effective time management, and problem-solving expertise.

Overview

9
9
years of professional experience
8
8
years of post-secondary education

Work History

Senior Fixed Income Trading Specialist

ICE Bonds Securities
New York, NY
09.2022 - Current
  • Act as a central counterparty between dealers on trades for all fixed income products.
  • Assist dealers with launching their inventory / new offerings on the platform.
  • Monitor trade blotter to ensure all transactions are compliant and closely review for any erroneous prices or yields.
  • Manage inventory and trade flow of underwriters to ensure no trade breaks or settlement issues occur.
  • Compile trade reports including daily trade prints, monthly revenue, and current offering reports.
  • Built strong relationships with key stakeholders including counterparties, brokers, internal teams, regulators by maintaining open lines of communication.
  • Collaborate with operations to ensure trades are all matched, properly reported, and booked to proper accounts.
  • Negotiated advantageous trade terms with brokers, boosting overall profitability for the firm.
  • Work with tech on enhancements for the platform, engage in monthly testing to improve manual processes.
  • Implemented end of month reports to track volume of our clients and check for changes in trading levels.
  • Mentored junior traders in developing their analytical skills and understanding of market dynamics for successful execution of trades within established risk parameters.
  • Enhanced team collaboration by establishing efficient communication channels between sales, trading desks, and research departments.

Product Specialist, Investment Solutions

Bank of America Merrill Lynch
01.2022 - 09.2022
  • Handle operational procedures for Merrill Lynch's investment advisory program accounts, over 700 billion AUM.
  • Advise Financial Advisors, Wealth Management Specialists, Client Relationship Managers on trading inquiries.
  • Manage incoming requests relating to portfolio updates, cash or position transactions, and tax implication analyses.
  • Identify opportunities to streamline the front-end experience for our internal partners and our discretionary managers.
  • Work with back office and help desk specialists to resolve account setup issues and trade error processes.

Senior Wealth Management Associate

Bank of America Merrill Lynch
05.2018 - 01.2022
  • Provide trading, operational, and business development support to seven financial advisors.
  • Entrusted with over $2 billion of client assets, both high net-worth individuals and institutional.
  • Evaluated portfolio performance regularly against benchmarks, adjusting strategies accordingly to ensure long-term success.
  • Handle all aspects of new client onboarding from KYC to the operational aspects of opening and funding.
  • Assist with client inquiries such as distributions, capital calls, maintenance, and cash movement.
  • Develop and analyze our financial advisor's key performance indicators on a weekly basis.
  • Enroll accounts into our advisory platform and ensure proper suitability into investment strategies.

Internal Audit Intern

Cohn Reznick LLP
01.2016 - 04.2016
  • Performed research for unrecorded liabilities and maintained the groups confirmation logs.
  • Provided valuable feedback to senior auditors on potential improvements in audit methodologies based on research and observations during engagements.

Education

MBA -

Montclair State University
Montclair, NJ
08.2020 - Current

BBA - Accounting

Loyola University Maryland
Baltimore, MD
08.2013 - 05.2017

Skills

Fixed income securities

Volunteering

Eagle Scout & Assistant Scoutmaster

Boy Scouts of America Troop 142 - Oradell, NJ

Timeline

Senior Fixed Income Trading Specialist

ICE Bonds Securities
09.2022 - Current

Product Specialist, Investment Solutions

Bank of America Merrill Lynch
01.2022 - 09.2022

MBA -

Montclair State University
08.2020 - Current

Senior Wealth Management Associate

Bank of America Merrill Lynch
05.2018 - 01.2022

Internal Audit Intern

Cohn Reznick LLP
01.2016 - 04.2016

BBA - Accounting

Loyola University Maryland
08.2013 - 05.2017

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Victor MalletFixed Income Sales Professional