Lloyd Mitchell, CFA
Head of Fixed Income at Mason Stevens- Claim this Profile
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Bio
Experience
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Mason Stevens
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Australia
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Financial Services
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1 - 100 Employee
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Head of Fixed Income
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Jan 2023 - Present
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Ecommerce Business Owner
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Jul 2021 - Present
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Investment & Trading Consultant
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Jul 2021 - Present
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Portfolio Manager & Senior Credit Analyst
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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).
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Senior Credit Analyst
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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.
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IFM Investors
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Australia
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Financial Services
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700 & Above Employee
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Associate, Debt Investments
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Jul 2016 - Sep 2017
Debt InvestmentsDiversified & Specialist Credit
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Investment Analyst - Debt Investments
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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
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Project Analyst
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May 2011 - Dec 2011
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Investment Accountant
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Jun 2009 - May 2011
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CFT Financials
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Capital Markets
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1 - 100 Employee
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Proprietary Trader Professional Training
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Sep 2008 - Apr 2009
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J.P. Morgan
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United States
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Financial Services
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700 & Above Employee
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Consultant Contractor
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Jun 2008 - Sep 2008
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MAP Funds Management
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Australia
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Financial Services
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Portfolio Analyst
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Jun 2005 - May 2008
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Hanrick Curran
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Brisbane, Australia
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Accountant
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Jan 2005 - Dec 2005
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Bentleys Queensland
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Australia
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Accounting
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100 - 200 Employee
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Accountant
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Jan 2004 - Dec 2004
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Education
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MTA
Master Trading Program, US Equities -
ITPM
Institute Trader & Portfolio Manager, Global Equities -
CFA Institute
CFA Institute Charterholder, Financial Analysis -
CPA Australia Program
CPA, Accounting and Finance -
Queensland University of Technology
Bachelor of Business, Finance & Accounting -
BJKU
Ecommerce -
Capitalism.com
Ecommerce