Manager Analyst

Jason Troini

** ******* ****, *******, **. *****

914-***-****

******@***.***

Summary: Masters degree in Financial Economics; with experience in Risk

Analysis, Fundamental Analysis, Debt and Equity Research, Financial

Modeling, Forecasting and Regression Analysis.

Professional Experience:

GE Capital: Energy Financial Services - Portfolio Analyst

January 2008 - June 2009

. Managed portfolio of cash flow and asset-based loans to corporate and

middle-market customers within the energy sector

. Monitored liquidity positions of companies within portfolio (e.g.

wires, investment settlements, track incoming/outgoing deposits)

. Ensured accurate accounting and complete reconciliation of all

accounts within portfolio (e.g. credit limits, contractual pricing,

accruals, borrowing bases)

. Reviewed corporate credit documents, covenants, and financial

statements

. Analyzed balances and spreads for accuracy and affect to General

Ledger

. Profit and loss analysis of companies with in portfolio

. Analyzed variable expenses vs. fixed expenses

. Handled expense reconciliation and analysis

Arbor Capital Management Corp. - Research Analyst

Graduate Internship 2007 - 2008

. Performed fundamental and economic analysis of sectors, industries and

companies

. Made investment recommendations to the fund manager based on earnings

growth potential, industry and economic trends

. Analyzed financial statements: cash flow, balance sheet and income

statements

. Built financial models using Zacks financial database; focusing on

ROE, ROA, EBITDA, Financial Leverage, Asset Turnover, Profit Margin,

Operating Margin

. Time series regression analysis of macroeconomic indices on S&P 500,

to gain insight and forecast future market movements

. Variable and fixed expense analysis of possible investment companies

. Profit and loss analysis of possible investment companies

Smith Barney - Financial Analyst

Graduate Internship 2007

. Researched and analyzed companies as investment opportunities

. Performed options research to assist brokers in options trading

strategies

. Analyzed holdings of mutual funds and exchange traded funds

. Monitor cash balances and portfolio allocations as consistent with

investment strategies

. Implement client requests and responded to client queries

. Generated purchase / sell trade orders for trading desk execution

. Researched ways to cut cost and lower expenses

Kilimanjaro Advisors, LLC - Credit Risk Analyst

Graduate Internship 2006

. Generated purchase / sell orders for trading desk execution

. Analyzed corporate credit reports, financial statements and pro-forma

statements with regard to leverage loans and distressed debt

. Researched individual companies as potential investment opportunities

and made investment recommendations to fund manager based on loan use,

EBITDA, earnings growth potential, and past loan history

Argent Mortgage Company, LLC - Senior Underwriter

June 2003 - July 2006

. Responsible for the supervision, selection and training of underwriting

unit personnel

. Accepted, declined, modified and rated the risk of offerings submitted by

producers

. Analyzed and evaluated risks according to information received: credit

reports, appraisals, inspection reports

. Recommend risk improvements to minimize risk and maximize

organizational profit, using debt to income ratios and loan to value

ratios

Underwriter: (Promoted - March 2004 - February 2005)

. Performed credit analysis of each potential borrower

. Counter offered original loan requests to give the potential borrower

maximum benefit

. Approved or declined loans based on Argent policies, as well as state

and federal regulations

Funder / Auditor: (June 2003 - March 2004)

. Audited HUD's and disclosure documents, maintained state and federal

limits on fees

. Performed wire transfers in excess of 10 million dollars

. Maintained positive relations with title companies, banks and brokers

Robert Half International - Financial Analyst

February 2002 - April 2003

. Performed financial analysis, auditing and research

. Reconciliation of monthly financial information

. Analyzed income generated from marketing campaigns

. Profit & loss, expense and sales analysis

Education:

. University at Buffalo, SUNY: Master of Science, Financial Economics,

2008

. Clarkson University: Bachelor of Science, Finance, 2001

Computer Skills:

. MS Office, SAS, EViews 4.1, Matlab, Bloomberg Terminal, EDGAR, Debt

Wire, Intralinks, Zacks

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