Amanda Kretsch

Amanda Kretsch

Marketing Associate

Followers of Amanda Kretsch2000 followers
location of Amanda KretschLos Angeles, California, United States

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  • Timeline

  • About me

    Vice President, Client Portfolio Manager at Payden & Rygel

  • Education

    • Loyola Marymount University

      2012 - 2016
      Bachelor of Business Administration - BBA Finance, General

      Graduated with honors, Cum Laude

  • Experience

    • Loyola Marymount University

      Sept 2012 - Aug 2016
      Marketing Associate

      Responsibilities include: ticket sales, advertising and promoting games to students and the general public, Creating klout for games on social media, game-time promotions, athletics merchandise sales. I also spent one semester in the Athletic's Finance office, in which I reconciled ticket sales and summer camp pay. Additionally, I reviewed the athletics budget and ledger.

    • DIRECTV

      Jun 2014 - Aug 2014
      Finance Intern

      Over the course of the summer, I worked in the tax department- specifically assisting the international group. Projects included the state and federal tax returns, transfer pricing documentation, visually mapping out tax processes for presentation purposes, creating schedules, etc. I was also given a project manager role to compile financial information for a recently acquired entity. Programs that I used were: Microsoft Excel, Visio, and an internet-based tax app, Onesource.

    • Dodge & Cox

      Jun 2015 - Aug 2015
      Intern

      Worked in the business Integrations department, specifically with the CRM database, interacting with all branches of the firm. Tasks I undertook aim to better manage and validate firm-wide data. For example, the data I prepared is used in the Distribution Channels report and understanding resource allocation. Other projects that I have work on include: create a manual for the database, revise region maps for better client service attention, create queries.

    • Payden & Rygel

      Jun 2016 - now

      ● Develop, manage, and grow institutional and consultant relationships, crafting and implementing custom fixed-income solutions to meet complex business needs and investment objectives ● Oversee 65+ custom accounts across 20+ relationships ($13+ billion, largest clients: $2.5 billion) ● Clients: Large Global Corporations (Focus: tech operating cash), Pensions, Endowments, Insurers, etc.● Develop a comprehensive knowledge of fixed income products and how to apply firm strategies: fixed-income asset classes spanning the yield curve – Focus: Low Duration, AR/Multi-Asset Credit● Present a comprehensive representation of firm philosophy, processes, strategies and performance; articulate and discuss various economic, market and investment related topics● Develop bespoke content for client and prospect presentation books, other investment-related analyses, and ad-hoc requests, being conscious of appropriateness, compliance and client’s use and understanding● Monitor portfolios daily, collaborating across departments, e.g. risk management, strategy, trading, ops● Identify and act on meaningful opportunities● Other Responsibilities: Discretionary trading, Asset allocation, Custom reporting, Prepare and review account and legal documentation● Execute, own and improve efficiencies of projects, in addition to assisting lead PM● Mentor several professionals in the group and across the firm Show less ● Responsible for trading and cash management of $4+ billion of customized, separate accounts, and cash management of PaydenFunds mutual funds● Trade the firm’s full commercial paper ‘book’ and repo agreements, overnight and term, provide daily liquidity when necessary for clients’ operating cash flow● Negotiate with banks/brokers to achieve best price for securities, maintain those relationships, put in and allocated for new issue deals● Provide market color firm-wide● Train two new fixed income traders Show less

      • Vice President, Client Portfolio Manager

        Mar 2020 - now
      • Associate Vice President, Client Portfolio Manager

        Jun 2019 - Mar 2020
      • Analyst, Client Portfolio Manager

        Sept 2017 - Jun 2019
      • Fixed Income Trader

        Jun 2016 - Sept 2017
  • Licenses & Certifications

    • Series 6

      FINRA
      Nov 2017
    • Series 63

      FINRA
      Dec 2017
  • Honors & Awards

    • Awarded to Amanda Kretsch
      10th Annual Library Research Award - Apr 2016 Recognizes students' academic work