Lloyd Mitchell, CFA

Head of Fixed Income at Mason Stevens
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area, AU

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Head of Fixed Income
      • Jan 2023 - Present

    • Ecommerce Business Owner
      • Jul 2021 - Present

    • Investment & Trading Consultant
      • Jul 2021 - Present

    • Portfolio Manager & Senior Credit Analyst
      • Nov 2020 - Jul 2022

      Portfolio management: although specifically in the strucutred credit sector also assist with broader portfolio.Credit: good exposure to Financials, Structured Credit, Property, Mining/Energy, Utilities, Autos, Airlines and TMT.Private debt transactions: Corporates/Leverage loans, Warehousing and Equity (including convertibles).

    • Senior Credit Analyst
      • Oct 2017 - Nov 2020

      Global credit coverage across corporates, financials, structured finance and CDS; including relative value & risk management. Portfolio construction using cash and synthetic credit strategies.

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Associate, Debt Investments
      • Jul 2016 - Sep 2017

      Debt InvestmentsDiversified & Specialist Credit

    • Investment Analyst - Debt Investments
      • Jan 2012 - Jun 2016

      Debt Investments TeamPortfolio ManagementCredit Analysis (Banks, Financials, Structured Credit, Property Development, Retirement Living, Aged Care, Office, Consumer Finance, Infrastructure, Student Accommodation, Mining, Retail, Technology)Extensive Modelling, Stress Testing, Report Writing and Investment Committee experience.Macroeconomic AnalysisTrading Execution (Bonds, Loans, Swaps, Options and Fx)Stakeholder Management Systems & Conceptual Design Show less

    • Project Analyst
      • May 2011 - Dec 2011

    • Investment Accountant
      • Jun 2009 - May 2011

    • Capital Markets
    • 1 - 100 Employee
    • Proprietary Trader Professional Training
      • Sep 2008 - Apr 2009

    • United States
    • Financial Services
    • 700 & Above Employee
    • Consultant Contractor
      • Jun 2008 - Sep 2008

    • Australia
    • Financial Services
    • Portfolio Analyst
      • Jun 2005 - May 2008

  • Hanrick Curran
    • Brisbane, Australia
    • Accountant
      • Jan 2005 - Dec 2005

    • Australia
    • Accounting
    • 100 - 200 Employee
    • Accountant
      • Jan 2004 - Dec 2004

Education

  • MTA
    Master Trading Program, US Equities
    2021 - 2022
  • ITPM
    Institute Trader & Portfolio Manager, Global Equities
    2019 - 2022
  • CFA Institute
    CFA Institute Charterholder, Financial Analysis
    2010 - 2014
  • CPA Australia Program
    CPA, Accounting and Finance
    2005 - 2008
  • Queensland University of Technology
    Bachelor of Business, Finance & Accounting
    2000 - 2003
  • BJKU
    Ecommerce
    2022 -
  • Capitalism.com
    Ecommerce
    2022 -

Community

You need to have a working account to view this content. Click here to join now