Joseph Fong Email & Phone Number

Boston, Massachusetts, Us

• Initiating and oversee global post-trade operations workflow supporting Pacific Investment Management Company's (PIMCO) Fixed Income, FX, and Equity activity• Leading market intelligence research for Frontier and Emerging Markets to support and open investment opportunities • Collaborating with internal technology teams to maintain trade platform performance for fixed income products• Validating cash and security positions, coordinating with the Trading Desk to amend buy/sell positions

Boston, Massachusetts, Us

• Allocated collateral across PIMCO’s Repurchase/Reverse Repurchase Agreement trades, Mortgage TBA pool allocations• Performed post-trade compliance validation for Fixed Income trades in addition to trade instruction, confirmation, intra-day settlement, and failed trade resolution

Fountain Valley, Ca, Us

• Updated and completed Daily Sales reports of Hyundai and Genesis automobiles• Analyzed and organized balance sheets, promotion schedules, variances, forecast trends• Collected vital financial information from various departments to ensure accuracy in the Finance Department

Newport Beach, California, Us

• Creating Modification Analysis Reports, Foreclosure Reports on prospective residential properties• Evaluating loan data, payoff, reinstatement and equity figures for distressed properties, personal accounts• Underwriting and conducting due diligence on properties and borrowers• Constructing new analysis templates for examining delinquent accounts on residential properties all across the U.S.

Los Angeles, Ca, Us

• Analyzed $5-$25 million senior/mezzanine capital and equity investments in lower middle-market companies to support leveraged buyouts, recapitalizations, refinancing, and growth capital for a $500+ million US fund• Conducted research on many different industries such as electronics, healthcare, legal, communications, and IT• Supported the due diligence of investment memorandums by performing SWOT Analyses, constructing financial charts, and evaluating investment structures• Assessed investment criteria on executive members for management team to determine their investment patterns, results and risks as prospective investments

Larchmont, Ny, Us

• Examined $10-$40 million senior/mezzanine capital and equity investments in middle-market companies to support buyouts, recapitalizations, refinancing, and growth capital for a $700+ million US fund and a £100+ million UK fund • Supported senior team members to analyze financial statements and prepare financial models• Assisted the underwriting of investment memorandums by performing SWOT Analyses, building financial charts, and assessing investment structures• Performed due diligence on a helicopter landing deck deal in the UK, cloud storage services, communications, and numerous other industries

Master Of Business Administration - Mba

Bachelor’S Degree, Business/Managerial Economics

High School