Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Nathan Tan

Cypress,TX

Summary

I am a junior at the University of Texas McCombs School of Business with a major in Finance Investment Management track. I am on track to obtain a certificate in Applied Statistical Modeling and a minor in Economics. My expected graduation date is May 2024.


Beyond the business school, I am deeply interested in Psychology and Statistics. I am passionate in the financial markets, investment asset, and risk management and seek to get experience in these areas. My goal is to become a hedge fund manager upon finish my master degree. I am looking forward to connect with you.

Overview

6
6
years of professional experience

Work History

Investment Manager

Tan Portfolio
Austin, TX
06.2017 - Current
  • Created and executed investment strategies to increase returns for portfolio >$100K.
  • Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
  • Experience in trading equities, calls, puts and commodities.
  • Assessed and reported on performance attribution on monthly and quarterly bases.

Tutor

Kumon Math & Reading Centre
Houston, TX
06.2018 - 08.2019
  • Planned lessons for allotted time to strengthen weak subjects and build skills.
  • Collaborated with students to complete homework assignments, identify lagging skills and correct weaknesses.
  • Assessed students' progress throughout tutoring sessions and adjusted instructional methods and content focus.
  • Motivated students towards learning and studying to build self-confidence and reduce fear of failure.

Intern

Petchem International Trading PTE LTD
Six Battery Road, Singapore
06.2018 - 08.2018
  • Obtained crude oil futures trading experience as an Individual trader.
  • Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
  • Assessed and reported on performance attribution on monthly and quarterly bases.
  • Collaborated with senior traders on trading strategies, asset allocation, and risk management.

Education

BBA - Finance, Investment Management

University of Texas Austin
Austin, Texas
05.2024

Skills

  • Problem Anticipation and Resolution
  • Investment Fund Management
  • Investment Banking
  • Real Estate Transactions
  • Spreadsheet Tracking
  • Critical Thinking

Languages

Chinese (Mandarin)
Limited Working
Spanish
Professional Working

Timeline

Tutor

Kumon Math & Reading Centre
06.2018 - 08.2019

Intern

Petchem International Trading PTE LTD
06.2018 - 08.2018

Investment Manager

Tan Portfolio
06.2017 - Current

BBA - Finance, Investment Management

University of Texas Austin

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