Data Training

Joseph Fiorie

585-***-**** / ******.*.******@*****.***

www.linkedin.com/in/josephrfiorie

EXPERIENCE

JPMorgan Chase Brooklyn, NY

Trading Support Specialist - Contract June 2015 – August 2015

Worked as part of a three-person team on a JPMC premier client that brings in roughly 90M in revenue to the division annually

Developed client relations by proactively resolving issues and inquiries related to trade, cash, and foreign exchange transactions

Created and distributed daily reports with sensitive data related to client overdrafts and non-receipts by SLA deadlines

Investigated foreign exchange settlements through the Continuous Linked Settlement Bank and resolved issues regarding trades being rejected, rescinded, or unmatched, including setting up clients to trade in certain currencies across multiple countries

Created and utilized the Macro function in Excel to automate process of removing sensitive data from reports before sending out to clients to reduce risk of a data breach; creating a more efficient and effective process resulting in significant time savings

Completed training program taught by top JPMorgan professionals from around the world on cash, trade, asset servicing, and foreign exchange; one of the first new hires to be recommended to move from training program to live client service

Mastered JPMC proprietary software to research and facilitate settlements, reconciliations, and data retrieval for clients

Demonstrated high level of work ethic, excellent client service, and ability to learn new skills and concepts quickly

T3 Trading Group New York, NY

Junior Trader September 2012 – January 2015

2014 Performance of 15.13% based on $100,000 trading account outperforming the SPY benchmark of 13.46%

Researched stocks and held morning meetings to discuss upcoming news, events, and relevant trading opportunities for the day

Implemented an event-driven trading strategy based on earnings and news releases; covered over seven hundred stocks and traded over three million shares across multiple industries and sectors, including several initial public offerings in the U.S. market

Promoted to senior trading room and rewarded with responsibility to support a longer term trading account backed by the firm

Evaluated personal performance and coached and mentored over thirty new hires by reviewing their goals and performance

Merrill Lynch Pittsford, NY

Wealth Management Intern May 2011 – August 2011

Analyzed mutual funds and ETFs with Excel model using twelve different factors to provide recommendations for a portfolio

Presented financial analysis to supervisors verbally and created a pitch book that backed analysis with numbers and insights

Developed and maintained relationships with sales people representing several major mutual fund and ETF companies

Received a letter of recommendation from supervisor and achieved a 4.0 for the coursework credited to finance major

J. Fiorie & Co. Pittsford, NY

Licensed Commercial Real Estate Salesperson Summers 2008-2010

Researched and recommended commercial properties based on client’s requirements and market availability in Upstate New York

Calculated and compared cost to lease versus cost to own on properties and presented findings on spreadsheet to superiors

Created marketing material and pitch books for properties that J. Fiorie & Co. represented and presented it to clients

Attended the Boston International Council of Shopping Centers convention to meet new and existing clients about specific deals

EDUCATION

Investment Banking Institute New York, NY

Intensive 4-week financial modeling and valuation training program May 2015

Participated in a one-month intensive Investment Banking course focused on financial analysis and financial modeling

Performed company valuations utilizing comparable public company analysis, precedent transactions analysis and DCF

Built fully-integrated financial statement projection model, including ability to run operational and capital structure sensitivities within models and data tables for sensitivity analysis with use of advanced Excel functions and techniques

Modeled real estate transaction scenarios with emphasis on capitalization rates, leverage analysis, and internal rate of return

Bentley University Waltham, MA

Bachelor of Science – Finance Class of 2012

GPA: 3.3/4.0

President’s List, Dean’s List

Minor: International Economics, four English/writing electives

Bentley Investment Group, Finance Tutor, Finance Internship for Credit, 30 Advanced Placement/Dual credits

ADDITIONAL

Excel and VBA: In-class formal training using advanced formulas and pivot tables to build a model from raw data and created an interactive dashboard to display charts and information; Completed online VBA class using macros, user forms, and functions

SQL Boot Camp: In-class formal training to use SQL tools for data analysis and ability to run and write queries on MySQL

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