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
Regulatory compliance awareness
Performance metrics tracking
Expert risk management
Trade execution efficiency
Order flow analysis
Trading platforms
Order management
Portfolio management
Effective communication
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