Equally adept at written and verbal communicationsProficient with agile development methodologies
Financial Analyst / Developer June 2014 to CurrentFrontierMetrix － Los Angeles, CA
Developing SAS Visual Analytics-based prototype buy side Asset management and Fixed Income dashboard system Develop capital markets factor based model to display convexity & duration on emerging market and domestic data, specifically municipal bonds, track international fixed income, mergers & acquisitions Tracking relative values currencies, commodities, rates, and sovereign bonds in emerging markets Architecting algorithms to extract, transform & load data warehouse values Utilize SAS Visual Analytics Data Builder, Explorer & Designer Developing economic models to forecast growth of pension obligations related to municipal bonds Manage social media presence & online distribution platform.
Senior Fixed Income Analyst & Developer July 2011 to May 2014Vining Sparks IBG － Memphis, TN
Investment Strategies Developed portfolio analytics system to advise institutional fixed income portfolio manager & client reporting Upgraded legacy portfolio analysis dashboard system to Excel 2010 using VBA macros Managed data warehouse and SQL Server data migrations & ETL processes Supported trade order management Performed real-time trading, accounting and reporting of fixed income securities Admin of ZM Financial total return analysis system Modeled yield curve flats & twists, swaps, swaptions and structured derivatives Tracked multi-sector fixed income attributes including mortgage paydowns & prepayment speed, bank M&A Concentrating in Fixed Income, FX, Credit Default Swaps, and other complex derivative instruments Defined business requirements, workflows, engaged vendors for compatibility, and built consensus on tech selection Involved in production of monthly portfolio attribution and commentary.
Financial Advisor/Structured Finance Analyst August 2009 to July 2011Merrill Lynch － Germantown, TN
Global Wealth Management Analyzed, allocated, and managed investment portfolios for several stakeholders Established +20% annualized portfolio returns with moderate allocation minimizing volatility Work with clients & businesses to clarify purpose, risk profile, and time horizon of investments Emphasis on asset allocation, strategy selection, and robust portfolio construction, equities, bonds, M&A Regularly review portfolios, rebalancing to account for current market conditions Structured Finance Specialist responsible for presenting and explaining monthly product selection to office and clarifying underlying risk and client appropriateness.
Senior Research Analyst October 2004 to January 2008AutoZone Inc － TN
Store Development Developed factor based models forecast to sales of 800 stores tracking to achieve 15% IRR, R2~68% Tracked and benchmarked financials of real estate projects & portfolio to ensure successful achievement of 15% internal rate of return.
Known for analytical ability and MS Excel financial modeling expertise.
Tracked and modeled organic growth as well as mergers & acquisitions Utilized Statistical Analysis System (SAS) to generate and refine sales projection models and determine optimal location of stores based on economic feasibility.
Helped increase accuracy of projections roughly 10%.
Heavy usage of ETL methods in SAS Grid/Enterprise and SQL Server Heavy use of pivot tables, cube reporting systems to display data Integrated ESRI ArcGIS & SAS to develop advanced trade area business intelligence Member of enterprise project management system core team.
Integrated mapping and reporting systems.
Redesigned AutoCAD blueprint system to enable dynamic generation of plans and save time (8 hours to 10 minutes).
Received "Extra Miler" award for the month and quarter.
Saved about $100k/yr.
Cognos & Actuate reporting systems Gathered & documented business requirements for various projects.
MBA : Global Executive ManagementVanderbilt UniversityGlobal Executive Management
BS : Computer EngineeringUniversity of MemphisComputer Engineering
BS : Electrical EngineeringUniversity of MemphisElectrical Engineering
National Science Foundation Scholar - Computer Science, Engineering, & Mathematics Scholarship (CSEMS) Series 7 - General Securities Representative Series 66 - Uniform State Law Chartered Financial Analyst (CFA) Candidate Certified Market Technician (CMT) Candidate MSCI RiskMetrics, Calypso, Opics plus, Endur, Bloomberg API