Multifaceted and goal-driven professional, offering broad-based experience in financial services, project management, client service, and business development within the asset and wealth management sector. Adept at analyzing complex financial statistics to aid in the portfolio construction, data analytics, performance attribution, investment research, strategic business planning/implementation and asset allocation. Keynoted for managing multiple business operations. Proactive team player, with well-honed communication, problem-solving, and multitasking skills.
Concentration: Risk Management and Quantitative Analytics
SQL, Python, R, Excel, VBA, Machine Learning, Advanced Excel
Microsoft Office, Visio, JIRA, Salesforce, CRM
CFA Institute: Passed CFA Level II
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