Nick Farina Email & Phone Number

New York, Ny, Us

New York, New York, United States

Asset and Liability Management (ALM)• Performed quantitative analysis of liquidity risks arising from single depositor concentration and prepared forecasts of current trends in short-term wholesale funding sources• Researched overall market conditions and key macro-economic factors that attributed to potential variance in the liquidity coverage ratio (LCR)• Modeled maturity mismatch risks associated with long-term financial assets funded by short-term commercial deposits

Downtown Orlando, Fl

• Assisted vice president of investment research in his assessment of fund managers and their respective strategies which included active growth, income and alternative assets• Worked alongside client service associates in preparing quarterly investment performance reports• Responsible for developing presentation materials and proposals to assist Financial Advisors in obtaining institutional clients’ business • Managed an extensive database of investment documents and research materials used to inform portfolio management decisions

Downtown Orlando, Fl

• Worked with another undergraduate intern to build a financial model in Excel that analyzed share prices and provided buy/sell recommendations • Learned about fundamental analysis to discover undervalued stocks and technical analysis for determining the best acquisition price• Actively managed a long/short equity portfolio under the guidance of the portfolio manager as an exercise in investment research• Attended client meetings with the senior analyst and observed his presentations on market trends and portfolio performance