Karl Range

Experience

• 

  Rough Hill

  Jan 2007 - Nov 2008

  Promotions

  Sales & Promotions.

• 

  ICE Data Services

  Jan 2010 - Jan 2014

  Fixed Income Analyst - Portfolio Research

  During this role, I researched on current news and trends in the financial markets whilst evaluating debt / fixed income securities, modelling the financial stability of businesses, preparing reports about your findings, and reviewing Bond Portfolio Evaluations.• Assessed the quality and stability of the bonds by enabling bond evaluations across client portfolios.• Demonstrated strong understanding of structures and various types issuances across capital markets.

• 

  Park Resorts Ltd.

  Jan 2010 - Jan 2010

  Online Marketing

  Online Marketing Internship – Website Design, Copy Editing [Episerver CMS5]

• 

  Blackfriars Asset Management

  Jan 2014 - Aug 2015

  Operations & Performance Analyst

  In this role, I identified areas of improvements and concerns in business operational areas and provided appropriate action plans. I also facilitated Equity/FX Post Execution Trade matching and settlements across the firm. I was accountable for Corporate Actions across Equity Holdings.• Developed and implemented performance metrics to improve business operational efficiency.• Successfully managed Bloomberg Fund Database.• Ensured funds are allocated in the correct projects through NAV and Cash Rec to Fund Accounting.• Maximised efficiency by monitoring and generating Performance Analysis under GIPS. Weniger anzeigen

• 

  BMO Global Asset Management (EMEA)

  Sept 2015 - Aug 2017

  FI Fund Managers Assistant (Covering Credit, High Yield and Global Rate Teams)

  During my stint here, I assisted managers with a range of administrative and financial tasks. Furthermore, I managed trade Generation / Settlement Monitoring and Queries. I also facilitated in the roll out and use of BBG PORT across Fixed Income.• Guaranteed the data used is correct and accurate by liaising with B/M Office (SS) and supporting data validation / correction.• Discussed macro news and trade ideas to formulate rates strategy by taking part in weekly meetings.

• 

  Fidelity International

  Aug 2017 - now

  Serving as a Senior Portfolio Analyst, I analyse portfolios and other investment options on behalf of the organization. I am accountable for trade generation across all FI franchises. Moreover, I serve as a point of liaison with credit analysts, PMs, and CA teams. I also, represent fixed income and portfolio managers in the setup.• Assessed data sets and portfolio for valuation studies and developed strategies to reduce credit losses.• Guaranteed smooth workflow by monitoring fund cashflows and effectively managing impact mitigation.• Evaluated investments and identified trading opportunities by analysing trading and positioning of funds verse IMA's.• Clarified, corrected, and assessed the use of compliance engine in trading process by proactively getting involved in numerous related conversations.• Amplified productivity by mentoring, training, and developing colleagues.• Minimised risk by improving procedures/push risk reduction and acting as first line of risk / compliance in terms of trades as well as active/passive breaches. Weniger anzeigen

  • Senior Portfolio Investment Analyst (CF30) - Fixed Income (HY, Credit, Rates and EM)

    Sept 2020 - now

  • Portfolio Investment Analyst (CF30) - Fixed Income

    Aug 2017 - now