
Msfp Isabelle Jeter Mafm
Fixed Income Portfolio Trader and Municipal Bond Manager with over 10 years of expertise in municipal bonds and... | Atlanta, Georgia, United States
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Msfp Isabelle Jeter Mafm’s Emails ij****@mo****.com
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Msfp Isabelle Jeter Mafm’s Location Atlanta, Georgia, United States
Msfp Isabelle Jeter Mafm’s Expertise Fixed Income Portfolio Trader and Municipal Bond Manager with over 10 years of expertise in municipal bonds and a reputation for identifying quality assets. Successful at finding niche markets to add value while preserving client wealth, increasing company assets under management and profits. Highly skilled Bond Analyst using the full capabilities of tools and investment industry research, perfected by monitoring performance and attribution against selected benchmarks for taxable and tax-advantaged strategies. Fixed Income Expertise: ▪ Experienced refined with both a historical perspective, in-depth research, and skills at applying varying strategies during different markets. ▪ Deep relationships with clients, trading desks, and brokerage firm research analysts. ▪ Reputation for having an eye for the best quality assets at the best possible execution price. ▪ Manage client portfolios for a wide range of individual and institutional clients through separate accounts and mutual funds. ▪ Products include Mutual Funds, taxable and tax-exempt accounts, SMA. ▪ Served as a security valuation expert in collaboration with the Bloomberg cross-functional team to improve the Bloomberg Valuation product. ▪ Construct models and measure the impact of new trades. Mitigate municipal credit risk using laddering techniques, bond swaps, and duration management. ▪ FINRA Licenses Series 7 and 63 holder (inactive). ▪ Master of Accounting and Financial Management (CFA Track). ▪ Pursuing Master of Science - Financial Planning. Technology: ▪ Investment Research Tools: FI FactSet, Bloomberg, ▪ Modeling and Trading Tools: CMS BondEdge, Charles River, LiquidityBook, Bondpoint ▪ Accounting: Advent Axys, Clearwater Cloud-Based Investment Accounting ▪ Microsoft Office: Word, Excel, PowerPoint
Msfp Isabelle Jeter Mafm’s Current Industry Smith Affiliated Capital
Msfp
Isabelle Jeter Mafm’s Prior Industry
Montag And Caldwell
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Smith Affiliated Capital
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Work Experience

Smith Affiliated Capital
Municipal Bond Portfolio Manager
Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Montag And Caldwell
Fixed Income Trader and Municipal Bond Manager
Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)