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Skills

  • First Aid/CPR
  • Organization
  • Adaptability in Dynamic Market Conditions
  • Forecasting investment trends using Power BI
  • Cross-functional team collaboration
  • Business operations
  • Equity research
  • Cash Flow Forecasting
  • Financial and operational reporting
  • Investment performance reporting

Work Experiences

  • Built financial dashboards.
  • Collaborated with senior analysts.
  • Aggreated key financial ratios.
  • Analyzed real-time trading information, contributed key insights to timing entry and exit strategies, leading to $9 in profit generation.
  • Analyzed real-time trading information.
  • Cleaned and validated financial data.
  • Assisted in the due diligence process for mergers and acquisitions worth $17, providing critical data leading to successful negotiations.
  • Answered 6 calls per 6 months to help customers with their questions and concerns.
  • Analyzed market disruption.
  • Automated existing financial auditing processes with Workday, increasing overall audit completion speed by 61%.

Summaries

  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Clear understanding of stakeholder engagement and team leadership as well as data analysis training.
  • Financial expert with 15 years' experience developing metrics, tracking projects, and collaborating on the development of optimal budget requirements.
  • Automated reporting processes.
  • Achieved portfolio returns exceeding 39% over several months.
  • Analyst with 2 years of experience evaluating and reporting on budget areas such as procurement and labor.
  • As an Investment Analyst Intern, I contributed to optimizing investment strategies and automating reporting practices, shortening report turnaround time by 58%.
  • Assisted in successful capital raises of $12.
  • Assisted in portfolio growth.
  • Collaborative Investment Analyst Intern.

Accomplishments

  • Worked extensively with senior analysts to launch a risk-adjusted portfolio strategy, significantly increasing returns by 31% over several months.
  • Responsible for monitoring a portfolio worth $7, leading to a 25% increase in capital returns over 18 months.
  • Supported equity research efforts by performing valuation analyses, including DCF and CCA, which led to 54% higher portfolio returns in 2022.
  • Conducted in-depth industry research across 6 sectors, contributing to portfolio diversification strategy and mitigating overall risk exposure.
  • Led the analysis of interest rate changes, identifying key risks and advising on asset allocation strategies that prevented losses of up to $168,000.
  • Managed the implementation of financial models using SAP, increasing the overall accuracy of cash flow projections by 51% and enabling better investment decisions.
  • Monitored global macroeconomic developments and performed detailed financial analysis that resulted in a 44% improvement in forecasting accuracy over two years.
  • Developed sensitivity analyses across multiple investment scenarios, optimizing asset allocation and improving portfolio performance by 55%.
  • Resolved product issue through consumer testing.
  • Analyzed market data to identify key economic indicators, contributing to an asset reallocation strategy that increased returns by 16%.

Affiliations

  • Global Association of Risk Professionals (GARP) Student Member
  • Risk Management Association (RMA) – Student Member
  • Standard Equity Research Club – Analyst
  • American Society of Safety Professionals
  • Chartered Financial Analyst (CFA) Institute – Member
  • Lions Club
  • Project Management Institute
  • Program Quantitative Finance Society – Research Team Lead
  • Certified Financial Planner (CFP) Candidate 2018
  • International Association of Administrative Professionals

Certifications

  • Private Equity and Venture Capital (PEVC) Certification by Vantage
  • Financial Risk Manager (FRM) by Lakeside Partners
  • Certified Pension Consultant (CPC) by Vantage
  • Certified Merger and Acquisition Advisor (CM&AA) by Cedar Works
  • International Investment Analyst (IIA) by Association of International Wealth Managers
  • Cisco Certified Network Associate (CCNA)
  • Series 63 License - Uniform Securities Agent State Law Examination
  • Certified Public Accountant (CPA)
  • SHRM Certified Professional (SHRM-CP)
  • International Certificate in Wealth and Investment Management (ICWIM)

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