EXPERIENCE
Background & Expertise
PROFESSIONAL EXPERIENCE
Chief Compliance Officer - 360 Huntington Fund
September 2023 - December 2023
Responsibilities:
Spearheaded approval of innovative investment policies, bolstering compliance by 18% along with evolving financial regulations.
Consolidated a targeted risk mitigation plan that resulted in a 25% decrease in identified risks for the $1.65 million AUM studentmanaged portfolio and monitored portfolio performance.
Revitalized operational workflows, achieving a 20% faster turnaround, and optimizing ETFs management for heightened efficiency.
Skills Acquired:
Documentation · Risk Management · Due Diligence · Market Research · Communication · Financial Modeling
Chief of Research - 360 Huntington Fund
January 2023 - August 2023
Responsibilities:
Successfully led a team of 45+ equity analysts and portfolio managers to investigate and evaluate potential investments, resulting in successful allocation of $1.8M across 42 stocks with 90% accuracy rate, while ensured compliance and execution of all research processes and risk management protocols.
Spearheaded data-driven equities market research, introducing innovative ideas to broaden investments scope and trained 6 sector managers on updated presentations & valuation templates.
Developed financial derivatives and complex corporate securities valuation models, utilizing time series analysis, Monte Carlo simulation, and multivariate statistics to accurately measure market risk, probability distributions, volatilities, and correlations.
Collaborated with senior analysts and portfolio managers to develop investment strategies based on market trends, company financials, and risk analysis, utilizing statistical analysis, financial engineering, and quantitative finance skills.
Utilized advanced Excel skills for financial modeling, forecasting, and implemented quantitative security selection models, blended research, and systematic research to construct portfolios and generate alpha models.
Skills Aquired :
Financial Forecasting · Equity Research · Equity Valuation · Microsoft Word · Microsoft PowerPoint · Microsoft Excel · Financial Analysis · Financial Statement Analysis · Financial Modeling
Equity Analyst- 360 Huntington Fund
Sept 2022- Dec 2022
Responsibilities:
Formulated dynamic financial models to evaluate the intrinsic value of a target; effectively showcased the potential impact of strategic decisions on valuation based on SWOT analysis of comparable companies, net asset value and discounted cash flow (DCF) methodologies, showcasing technical knowledge and analytical skills and quality of work.
Performed extensive market research & statistical, financial analysis to identify key drivers of investment opportunities and drafted a valuation model of a large cap company from the listed public companies in Energy, Utilities, Basic Material, and Industrial sectors.
Conducted detailed due-diligence on markets and industries to precisely analyze risk metrics, potential investment and identify ways to maintain a low-risk portfolio using Bloomberg Terminals, Morningstar Direct and other search engines.
Skills Aquired:
Portfolio Management & Optimization, Team Management, Equity Analysis, Market Research, Bloomberg Terminals.
Finance Associate- TD&A Financial Services LTD.
June 2021- June 2022
Responsibilities:
Developed an automated process using Excel to streamline monthly report creation and improve report integrity that increased efficiency by 18% and provided the data two days sooner to the team.
Collaborated with cross-functional teams, such as Sales, Marketing, and Operations, to drive business initiatives and ensure financial goals are met, while communicating detailed accounting statements with 15 client companies, displaying interpersonal and written communication skills.
Determined data trends to forecast a 5% increase in sales of the clients, communicated findings to the management which resulted in the implementation of new marketing initiatives. Liaising with the auditors as well as the clients.
Contributed to financial advising and auditing services for 15 client companies, gaining experience in analyzing financial statements, identifying any major fluctuations and discrepancies to ensure maintenance of detailed accounting statements forecasting sales, and communicating financial trends with management and auditors.
Skills Aquired:
Team Leadership · Communication · Accounting · Microsoft Word · Microsoft PowerPoint · Microsoft Excel · Corporate Finance · Financial Analysis · Financial Accounting · Financial Statement Analysis · Strategic Planning
VIRTUAL INTERNSHIP EXPERIENCE
Excel Skills for Business Virtual Experience Program- Goldman Sachs
During my virtual internship program, I had the opportunity to gain practical skills in Microsoft Excel related to banking and finance. I learned key shortcuts and functionalities such as cell basics, formatting, comments, and naming, which helped me to navigate through Excel with ease. Additionally, I was exposed to common ways to forecast operating assumptions and how to build a simplified profit and loss statement, which helped me to translate assumptions into financial forecasting. I also gained knowledge on how to forecast cash flows using cash flow modeling, and how to produce presentable outputs in Excel through charting. These skills have equipped me with the necessary tools to confidently work with financial data in Excel, and I am excited to apply them to future projects.
Investment Banking Virtual Experience Program-
TD Securities
As part of my experience in finance, I had the opportunity to work on a project that involved performing a comparable company analysis to understand a client's valuation performance against a given peer set. Through this project, I gained practical skills in financial statement analysis, valuation methodologies, and spreading comps. I was able to review the client's financial statements and evaluate their performance against similar companies in the industry. Additionally, I had the opportunity to develop an M&A idea and evaluate the pro forma financial impact and investment merits. This involved creating a comprehensive presentation, investment thesis, and conducting pro forma analysis. These experiences have equipped me with the skills necessary to evaluate financial performance and make informed investment decisions, and I am excited to apply these skills to future projects in the field of finance.
Power BI Virtual Experience Program - PWC
I completed a virtual experience program for Power BI, where I gained practical skills in data analysis and visualization. The program included modules on Call Centre Trends, Customer Retention, and Diversity & Inclusion. In the Call Centre Trends module, I learned to define KPIs and create Power BI dashboards to visualize customer and agent behavior. I also had the opportunity to compare my work with real model solutions. In the Customer Retention module, I gained expertise in using Power BI to analyze customer demographics and derive actionable insights. Comparing my work with real model solutions further enhanced my skills. The Diversity & Inclusion module focused on gender balance in the executive suite, and I learned to calculate measures, define KPIs, create Power BI dashboards, and identify insights and actions. Through this program, I developed a strong foundation in Power BI and its application in various business scenarios.
