Dedicated finance professional with a forthcoming Bachelor of Science in Finance from the University of Illinois, Chicago, expected in December 2023. Proficient in a wide array of financial analysis tools and software, including Bloomberg Terminal, Python, R, R Studio, SQL, MATLAB, and Microsoft Excel. Expertise encompasses financial risk management, modeling, data visualization, forecasting, budgeting, variance analysis, time series analysis, and database maintenance. Actively pursuing CFA certification, with an anticipated completion in August 2024. Committed to continuous learning and staying abreast of industry trends to drive ongoing professional growth and deliver valuable financial insights.
• Developed and maintained sophisticated financial models to evaluate performance of existing investments and assess their growth potential. These models facilitated real-time monitoring of market trends and guided investment decisions for maximizing returns.
• Played pivotal role in due diligence efforts for prospective investments, demonstrating proficiency in analyzing financial statements, evaluating industry trends, and conducting extensive market research. Assisted in preparing investment memos that highlighted key findings and risks for informed decision-making.
• Conducted thorough analysis of companies across diverse industries, scrutinizing financial statements, market trends, and competitive landscapes. Identified and recommended potential investment opportunities to senior analysts, contributing to formulation of successful investment strategies.
• Monitored and interpreted market trends, economic indicators, and regulatory changes to proactively identify potential impacts on investments. Contributed to the development of agile investment strategies that adapted to changing market conditions.
• Presented financial analysis and insights to stakeholders in a clear and understandable manner. Communicated complex financial concepts to non-financial audiences effectively.
• Conducted cost-benefit analysis for various projects and initiatives, providing valuable insights on the feasibility and potential returns of proposed investments.
• Collaborated with cross-functional teams on special financial projects, such as pricing analysis, market research, and profitability assessments, to provide data-driven recommendations.
• Stayed updated on industry best practices, financial technologies, and emerging trends to enhance financial analysis skills and deliver high-quality work.
StockTrak Assignment January 2023 – May 2023
Professor. John Wightkin (University of Illinois, Chicago)
• Successfully led a team of 8 members in managing a virtual equity portfolio, overseeing the implementation of diverse investment strategies.
• Developed and executed a well-structured investment plan, combining fundamental and technical analysis to capitalize on market trends and achieve optimal returns while mitigating risks.
• Demonstrated strong equity investment skills, resulting in an impressive 12% increase in the virtual portfolio's value during the period of active management.
• Proactively engaged in hands-on experience and conducted extensive research to deepen knowledge of financial markets, equity valuation, and sound investment principles.