Chicago, Illinois, United States
I’m a finance and tech‑focused analyst with experience in portfolio management, risk analysis, and Python automation. I enjoy digging into data, spotting patterns, and turning market ideas into clear, practical results while staying calm under pressure. Outside of work, I’m an active poker hobbyist, which keeps sharpening how I think about probability, risk, and making good decisions when the stakes feel high. 𝐒𝐤𝐢𝐥𝐥𝐬: 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍: Risk Mitigation | Statistics | Quantitative Finance | Accounting | Derivatives 𝑪𝒐𝒎𝒑𝒖𝒕𝒆𝒓: Data Analysis | Python | SQL | MS Office | Bloomberg Terminal | Excel | VBA
• Optimized slow, error-prone data processing using SQL, boosting efficiency by 15% and guiding $500K in decisions • Translated reporting pain points into a Power Query workflow that boosted efficiency 25% and sped up planning • Delivered monthly reconciliations and reports for senior stakeholders, using Excel and SQL to cut review time and reduce reporting errors
•Managed a $100K fund, earning $25K returns and learning portfolio construction. •Improved portfolio strategies with Bloomberg, cutting volatility ~12% and boosting risk-adjusted returns 8% through derivative hedges •Built working knowledge of exotic derivatives pricing (vol skew, delta hedging, path dependency) •Developed working knowledge of swaps, repos, and options using Greeks and implied volatility to understand market mechanics
•Reviewed academic work, sharpened communication skills, and made finance concepts engaging through real-world market analysis •Conducted a workshop for 250+ students on the use of AI-based conversational models, exploring future trends and efficiency optimization. Received a feedback rating of 9/10, reflecting high attendee satisfaction and impact
•Under the professor's guidance, analyzed fintech trends for 20+ banks, leveraged SQL, and delivered market-shaping insights •Discovered seasonal volatility patterns in wheat and corn (1870–1940), with peak price swings occurring from April to June •Researched macroeconomic trends and evaluated 50+ ESG-rated firms, pinpointing high-growth investment opportunities •Researched trusts, tax efficient investing, and HNW portfolios to understand wealth transfer strategies •Attended a CME event and gained insight into the trade lifecycle from order placement to post trade reporting
•Managed a $30K HNW client portfolio with a risk return focus, delivering client ready reporting and actionable investment insights •Supported key individual and family relationships through portfolio reviews, product education, and high touch daily servicing •Leveraged technical analysis to time entries/exits, achieving a ~65% win rate in trades and boosting short-term returns 12% •Collaborated with traders and risk managers to back test strategies in Pine Script and deliver tailored insights across client mandates