Jordan
Thomas

Current Company:

Income Research + Management

Title:

Portfolio Associate

Education (SMU specific):

Economics/Political Science

Career Background:

I'm just beginning my full time career journey but as an intern... High Yield Credit Research Intern - Performed High Yield Credit research specializing in Energy, Retail, and Metals and Mining sectors; reviewing 10+ credits for consideration into the firms portfolio. - Constructed financial statements with relevant credit metrics to assess historical and prospective business operations and assessing key risk factors to produce investment recommendations - Worked closely with our trading desk building exposure to Fixed Income trading strategies

What am I doing – describe your current role and objectives:

Portfolio Associate - Work closely with the Portfolio Management team on maintenance and management of $59b in short to intermediate duration strategy fixed income portfolios. - Analyze performance dispersion across portfolios and report on performance attribution. - Generate trades to meet client cash flow needs and portfolio rebalances. - Monitor portfolio risk exposures versus the benchmarks and composites; elevate deviations. - Prepare portfolio management reports for evaluation and decision making

Connections trying to make:

I'm looking to grow my network in buyside finance with a focus on fixed income portfolio management.

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