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Michael Fink

** ******* **** ********** ****, New York 11762 516-***-**** *******@*****.***

Objective

To obtain a challenging position in Investment Banking where my full skill set and industry knowledge will be utilized.

Experience

JP Morgan Chase

Associate – PCS Fixed Income Middle Office, JP Morgan Securities, New York, NY

January 2014 Present

• Matching over 1,000 corporate bond, municipal bond, Mortgage Backed Security, Emerging Market bond trades

daily between trading desks, JP Morgan investors, and contra brokers

• Assist traders with all aspects of daily trading activity including allocations, settlement instructions, failing trades,

and errors

• Working with back office to resolve any open fails in DTC, Euroclear, or Fed Wire

• Creating daily, weekly, and monthly trade reconciliation and P&L reports for $300 million portfolios and present

reports to managing directors and compliance

• Product Exposure: Corporate Bonds, Municipal Bonds, Mortgage Backed Securities, Preferred Stock, Emerging

Market Bonds, Treasury Securities

•

Supervisory Analyst, PCS Middle Office, JP Morgan Securities, New York, NY

October 2011 – January 2014

• Supervising daily operations within the PCS Middle Office team

• Working with various departments, Compliance, Risk, and Back Office, on projects to increase efficiency and

mitigate risk

• Inputting and verifying deal information for new structured product and equity syndicate deals for the trading desk

and allocating shares and bonds correctly to investor teams

• Ensuring correct settlement of structured product and equity syndicate deals

• Implementing, continuously reviewing and amending team processes and procedures to ensure accuracy and

efficiency

• Product Exposure: Equities, Options, Structured Products, Mortgage Backed Securities, Alternative Investments,

Corporate/Municipal Bonds, Mutual Funds, Unit Investment Trusts

•

First Data Corporation

•

Credit & Fraud Risk Analyst, Melville, NY

May 2011 – October 2011

• Analyzing credit risk of merchant accounts and taking appropriate action in order to mitigate risk

• Investigating potential fraud and taking actions to protect the firm and partnering banks against losses

• Communicating frequently with banks and merchants concerning risks and remediation

•

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Sterling Capital Leasing

•

Broker, Farmingdale, NY

June 2008 – May 2011

• Gathering and analyzing client financial data to create financial profiles

• Negotiating lease contract terms with banks and clients

• Formulating innovative methods for creating new business opportunities

Education

Long Island University, C.W. Post Brookville, NY 2004 2008

Bachelor of Science – Business Administration

Skills

Microsoft Office, Financial Profiling, APL, Bloomberg Trading Software, Market Expertise, Syndicate Trading, Risk

Licenses

Series 7, Series 99

2

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