Simone Edwards

Bachelor's

Business Administration

Communication

Ubs financial services

Sales and Trading Associate

- Support institutional fixed income sales team with a diversified middle markets client base: banks, municipalities, corporations, and credit unions. - Support rates and credit fixed income traders in matching inventory with portfolio opportunity and trade settlements. - Build out client decks: fixed income marketing, asset & liability model bank strategy overview and product sheets. - Analyze all investment bank trading data to complete the monthly transfer pricing to wealth management. - Collaborate with credit risk team to determine limit amount for all clients settling T+3 asset backed transactions. - Respond to all RFPs and due diligence requests from c suit level clients and/or onboarding teams. - Research state portfolios and examine balance sheets to identify fixed income opportunities. - Collaborate with muni syndicate team for designation deal flow. - Manage reporting and business reviews for fixed income institutional sales group made up of 35 people. - Manage salesforce risk through ensuring all service level agreements are enforced properly. - Automated daily trade runs to our sales force to ensure accurate trade details (trade type, commission, allocation) - Collaborate with finance team to develop and run SQL queries to monitor sales productivity. - Complete all financial reporting to senior management for the regional institutional fixed income sales team. - Develop informative guides by product (HY/IG Credit, Rates, MBS, Munis) to enhance our sales team comprehension of operations between the investment bank and wealth management.