Bond analyst vs investment banking analyst

Differences between bond analyst and investment banking analyst duties and responsibilities

Bond analyst example responsibilities.

• Manage and update early engagement processes daily through SharePoint.
• Interface with INTEX to modify subroutines as applicable.
• Disclose trade executions to FINRA and MSRB in addition to analyzing bond trades for risk.
• Balance securities lending log and account for post collateral.
• Review existing governing documents for mortgage-backed securities to ensure compliance with calculation and servicing standards.
• Translate governing deal securitization literature (prospectus and seller agreements) into mathematical formulae using INTEX deal modeling language.
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Investment banking analyst example responsibilities.

• Organize and maintain client leads in SalesForce.
• Used SQL language to manipulate, extract and manage financial and customer data.
• Manage financial operations such as account management, book keeping, wire transfers, and transaction, position reconciliations.
• Manage ongoing maintenance of prospective investor pipeline using SalesForce software.
• Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
• Perform valuation analyses including DCF, public trading comparison, and precedent transaction comparisons.
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