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Skills

  • Investment Risk Assessment
  • Analyzing investment opportunities
  • Due diligence
  • Earnings Call Management
  • Industry benchmarking
  • Company Valuation Modeling
  • Equity research reporting
  • Global bond strategies
  • Financial Market Research
  • Asset Under Management Acquisition Strategies

Work Experiences

  • Back-tested an investment strategy based on ESG criteria, proving 67% better performance compared to traditional portfolios in 2020.
  • Automated data retrieval from Salesforce.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Achieved results in 2018.
  • Accounted for recent geopolitical risks.
  • Looked into fixed income options to meet the asset allocation needs of my clients.
  • Affected Meridian's stock price.
  • Assessed credit risk exposure for Beacon Labs.
  • Assessed economic indicators affecting the Miscellaneous sector.
  • Achieved 80% improvement ahead of quarterly reports.

Summaries

  • Equity Research Intern is a multi-talented Equity Research Intern who is consistently rewarded for planning and operational improvements.
  • Advanced analytical skills.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Conducted industry-specific research.
  • Conducted in-depth trend analysis for 12 companies.
  • Action-oriented with a strong ability to communicate effectively with a variety of audiences including technology, executives, and business.
  • Analyzed financials and industry-specific trends.
  • Using excellent and current market knowledge, develops proposals to deliver solid data to potential clients.
  • Researching and advising on investments is a strong suit of mine.

Accomplishments

  • Performed detailed sector screenings to uncover undervalued small- and mid-cap equities, leading to the introduction of 7 new promising stocks to the coverage universe.
  • Contributed to the realignment of multi-asset portfolios by performing stress testing under different economic scenarios, improving portfolio durability by 81%.
  • Identified key financial news and its implications on market activity, facilitating better reactionary calls by the investment research team—leading to 39% revised target pricing.
  • Conducted qualitative research by interviewing key stakeholders and subject matter experts within Miscellaneous, improving portfolio company analysis and strategic investment choices.
  • Used Bloomberg Terminal and Python to run statistical analyses on a basket of international equities, refining the buy/sell strategy to improve net returns by 10.
  • Completed detailed competitive analysis for firms in the Miscellaneous, highlighting entry barriers and opportunities, which led to a 47% increase in client engagement.
  • Led the tracking of corporate actions announcements, improving the timing of strategic announcements to clients, which resulted in 85% increase in client engagement.
  • Constructed Excel-based financial models to forecast cash flows and P&L statements, allowing optimization of asset allocation strategies across portfolios worth $6.
  • Participated in quarterly earnings calls and synthesized key takeaways alongside senior research analysts, streamlining the advisory process for clients.
  • Resolved product issue through consumer testing.

Affiliations

  • Rotary International
  • American Medical Informatics Association
  • Model United Nations – Finance Delegate Seattle
  • Lions Club
  • Risk Management Association (RMA)
  • Financial Analysts Federation (FAF)
  • Alpha Kappa Psi Professional Business Fraternity
  • Women in Finance Association (WFA)
  • American Society of Safety Professionals
  • Global Investment Research Challenge – 2024

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • International Certificate in Investment Performance Measurement (CIPM)
  • Introduction to Corporate Finance by Summit Group
  • Professional Risk Manager (PRM) by PRMIA
  • ServSafe
  • Series 63 - Uniform Securities Agent License
  • Introduction to Fixed-Income Analysis by Ironclad Systems
  • Apple Certified Associate (ACA)
  • Risk Management Certificate (RMC) by Brightline
  • Certified Investment Management Analyst (CIMA)

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