1. THOMAS GEORGE SARKIS, CFA
50 Regent Street ● Apt 309 ● Jersey City, NJ 07302 ● PHONE: (973) – 727 – 8750 ● E-MAIL: SARKISTG@GMAIL.COM
WORK EXPERIENCE:
JPMorgan Asset Management, New York City, NY
Associate – Global Corporate Bond Funds; Investment Grade March 2014 – Present
 Provide written and oral summaries and recommendations for companies within the Utilities and Midstream (MLP)
sectors. Additionally, provide backup coverage to the remaining subsectors within the Energy industry.
 Maintain an updated fundamental and technical ranking as well as financial models on all assigned companies.
 Liaise with portfolio managers, investing in a variety of strategies, and traders to provide relative value and thematic
trade ideas.
 Participate in daily, weekly, and monthly strategy meetings with discussions targeting portfolio positioning and
opportunities to outperform various benchmarks.
 Perform ad hoc analyses on new issuers to determine the appropriate fit within the various managed portfolios.
 Attend conferences and meet with various companies’ management teams to gain an understanding of operational
and financial strategies.
Mitsubishi UFJ Trust & Banking Corp, New York City, NY
Analyst – Treasury Division May 2012 – February 2014
 Conducted fundamental credit analysis on over 60 companies in the Energy, Pipelines, Utilities, and TMT sectors.
 Managed the bank’s investment grade corporate bond portfolio with a team of analysts.
 Scrutinized the primary and secondary corporate bond markets for relative value trade ideas.
 Generated quarterly credit reports to be distributed to senior management.
 Formulated sector outlooks semiannually and determine each company’s relative performance within my coverage.
FTN Financial, New York City, NY
Associate Credit Strategist – Corporate Bond Desk April 2010 – May 2012
 Monitored the credit quality of Electric and Gas Utilities as well as Property & Casualty Insurance companies and Life
& Health Insurance companies.
 Conducted financial analysis by reviewing financial statements, industry information, news articles, and rating agency
and equity reports.
 Prepared credit memoranda, trade ideas, and industry reviews for internal and external distribution.
 Interacted with salespeople and traders to facilitate relative value driven trading ideas for customers.
 Reviewed clients’ portfolios to recommend trade ideas regarding credit and interest rate changes, as well as current
market conditions.
Assistant Credit Strategist –Corporate Bond Desk June 2007 – April 2010
 Assisted in the financial analysis of Banks, Brokers, Insurance companies, and Electric and Gas Utilities.
 Collaborated with senior analysts in the development of relative value analytics.
 Implemented performance analysis on clients’ portfolios.
 Provided the investment-grade corporate bond trading desk’s positions for Senior Risk Management analysis as well
as for each trader’s personal use.
PROFESSIONAL SOCIETIES AND LICENSES:
 CFA Institute Member, since August 2011
 New York Society of Security Analysts Member, since August 2011
 Financial Industry Regulatory Authority – Held licenses for the Series 7 and Series 63 certifications.
SKILLS:
 Proficient in Bloomberg Professional, Bloomberg Trading System API Tools, MarketAxess, SNL Financial Excel tools,
S&P Capital IQ, Barclays POINT, Microsoft Word, Microsoft Excel, Microsoft Access, and Microsoft PowerPoint
EDUCATION:
Vanderbilt University, Nashville, TN May 2007
 Bachelor’s of Science
Major: Economics Minors: Corporate Strategy, and Leadership and Organization