Dedicated and detail-oriented Financial Analyst committed to the teamwork that leads to a team’s success. Focused on continual professional and personal growth, including the improvement of business and economic knowledge.
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Experience
• Develop an in-depth knowledge of process workflows, system usage and production of
various servicing departments.
• Produce accurate monthly reporting on assigned areas of focus and ensure consistency
and accuracy in data, reporting, and results.
• Track, monitor and address exception results from assigned reports and alert management
of any issues.
• Assist in the implementation of process improvement and quality control initiatives.
• Utilize metrics to drive process and performance improvement.
• Complete detailed loan level research to review and understand outstanding loan conditions on mortgage loans, primarily refinances.
• Performs data entry to update all internal computer systems and loan files with notes regarding all actions that
affect the loan in accordance with company requirements.
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Projects
Financial Data Analysis (R~programming)
Jan 2020 – Present
Project description1 ~ The Layered Grammar of Graphics and Package "ggplot2".
2 ~ Use of Shiny app (Rolling skewness and Kurtosis shiny app) to demonstrate Portfoli Returns.
DERIVATIVES ~ OPTIONS MARKET SIMULATION
Oct 2019 – Dec 2019
Project description - Options trading and hedging Simulation was conducted for almost 90 days. The strategies that were part of my simulation project were : Covered call, Protected put, Bull call spread, Bear put spread, Straddle, Long call butterfly etc.
Python Programming ~ Web Scrapping
Oct 2019 – Dec 2019
Project description - The project was to scrape data from the CNN Money's Market Movers website. Learnt how to write the python scripts that collect the list of most actives, gainers, and losers of the stocks from the website.
Program was built such that is takes the ticker symbols of the companies and built a cvs file with data about each stock from the website. It further asks the user to choose a company of interest, and program displays its corresponding data (OPEN price, PREV CLOSE price, VOLUME, MARKET CAP).
Portfolio Simulation Project
Jun 2019 – Aug 2019
Project description Conducted portfolio simulation by using the OTIS platform provided by the Wharton school of business. During simulation of one month I did benchmark analysis, portfolio optimization, asset allocation, security analysis/selection.
My selection of the security was based on pertinent indicators such as CPI, GDP, interest rates and other changes In the economy.
The Simulation made me familiar with the investment process, develop solutions for client’s investment requirements, and acquire first-hand practice experience of investment practice.
CAPITAL BUDGETING (TARGET CORPORATION)
Feb 2019 – May 2019
Project description The analysis covers the Target’s capital budgeting process; specifically how each
project is presented and reviewed. Subsequently, I found the pros and
cons of each project and rank them in order of preference for the Capital
Expenditure Committee. I reviewed 5 projects based on their quantitative
and qualitative factors and how much value their will add to the shareholders.
Then I found the use of different discount rates and repercussion for
using outside funding such as debt or equity to finance projects. Lastly, I
discussed what an over weighed position in Target will imply for its investors.
REAL OPTION ~ Investment Project (Capital Budgeting)
Mar 2019 – May 2019
Project description - Use of REAL OPTION decision tree for Investment Project (Capital Budgeting) with Expected Option of Deferring Investment, Cancellation during Construction, Expansion and Abandonment for SME Steel.