Brandon Chen Email & Phone Number

New York City Metropolitan Area

• Audited client data for 15+ clients, ensuring data integrity and accuracy using VLOOKUP’s and pivot tables in Excel.
• Consulted on business strategies involving rate evaluations, billing optimizations, and financial risk assessments.
• Utilized financial data to develop strategic pricing models, optimizing client rate structures and improving revenue accuracy.

Boston, Massachusetts, United States

• Financial Analyst Internship (Options Trading Group) – Rotation 1
• Researched options trading platforms of 10+ competitors, delivering insights on market share, volume, fees, and commissions.
• Assessed user accessibility and trading capabilities, producing a comparative performance report for senior management.
• Enhanced trading strategies and market monitoring using Active Trader Pro, DCF analysis, and financial modeling, improving trade execution efficiency (Project). Financial Analyst Internship (Asset Management Group) –.
• Co-led a project evaluating market performance across 5 sectors, analyzing historical returns, financial ratios & valuation metrics.
• Analyzed equity valuation and assessed market capitalization, contributing to a 10% improvement in portfolio returns.

Brookline, Massachusetts, United States

• Delivered high quality guest services following guidelines & procedures.
• Acquired extensive knowledge of products and services; developed cross-selling and up-selling strategies.
• Proficiency with point-of-sale system.

Manhasset, NY

• Conducted equity research and sensitivity analysis for 50+ high-performing mutual funds and stocks, contributing to improved investment strategies and client satisfaction.
• Initiated coverage on 10+ companies, producing in-depth financial models and reports, including DCF, comps, and precedent transactions, which resulted in 5 actionable buy/sell recommendations and influenced $5M+ in.
• Customized and rebalanced portfolios for 30+ clients based on risk tolerance, investment horizon, and tax implications, achieving an 8% improvement in risk-adjusted returns.

Long Island, New York

• Managed budgeting for renovation projects totaling $100K+, using accounting techniques to track expenses, forecast budgets, and ensure financial efficiency.
• Performed financial analysis of property operations, including cash flow management, expense tracking, and variance analysis, supporting strategic decision-making.

Bachelor Of Arts - Ba, Economics

Activities and Societies: • Financial Modeling Club, 2022-2024 - Analyst • Finance & Investment Club, 2021-2024 – Junior Analyst • Private.

Advanced Regents Diploma, 3.8

Activities and Societies: - A.P. Scholar/Honors Student - Tennis/Football - DECA States Semi-Finalist - Investment Club Treasurer.