Sarah Conwell

Background

About Sarah Conwell

FIXED INCOME RESEARCH, INVESTMENT ANALYSIS, AND PORTFOLIO MANAGEMEMT with a focus in ECONOMICS AND FINANCIAL MODELING As a fixed income investment professional, I possess about 10 years of experience, and my greatest skills lie in investment research, portfolio management, and macroeconomic analysis. Overall, I am a dedicated investment professional with expertise in fixed income securities, financial reporting and analysis, risk mitigation, statistical analysis, financial systems implementation, and revenue generation for overall company growth. Also, I am known for thorough, accurate, and profitable securities recommendations based on analytical process and data-driven decision making, and I possess strong market knowledge in multiple sectors. Additionally, I am consistently relied upon to spearhead projects requiring analysis and collaborative problem solving while working in a fast-paced environment. CAREER HIGHLIGHTS: • CFA Charterholder, November 2022 • Recipient of a CFA Program Women’s Scholarship, April 2021 • Implemented Bloomberg analytics and portfolio analysis for 2 teams (ClearArc/Genoa) • Have acquired strong working knowledge of several different sectors; i.e, fixed income analyst specializing in credit analysis (consumer staples / discretionary, autos, housing, life insurance, property and casualty insurance, and energy), asset-backed securities including auto ABS and mortgage-backed securities, and municipals • Fifth Third Bank Horizon Award, Winter 2015 • R. Jeffrey Young Finance Advisory Council Award, Spring 2012 SKILLS AND EXPERTISE: Fixed Income Credit Analysis Institutional Money Management Statistical Methods Macroeconomic Analysis Trading and Investment Execution Regression Analysis Asset-backed Securities Financial Analysis / Forecast Econometric Modeling Fixed Income Securities Financial Reporting / Metrics Mathematical Processes Executive Presentations Weekly Financial Summaries Securities Research Asset Management Portfolio Management Customer Relationships Credit Monitoring Coordination / Collaboration Group Leadership Series 7 License Attained