Financial analyst with a B.A. in Economics from Boston University. Expertise in economic forecasting, financial modeling, and equity research. Proficient in STATA, Tableau, and Bloomberg. Skilled in market analysis, investment strategies, and portfolio optimization. Seeking analyst roles to leverage my financial acumen.
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Strategy Consulting InternAgile Networking Consultants Jun 2024 - Aug 2024New 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. -
Financial Analyst InternFidelity Investments Jun 2023 - Aug 2023Boston, Massachusetts, United StatesFinancial 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) – Rotation 2 June 2023 - Aug 2023• 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.• Developed risk models and conducted EBITDA sensitivity analysis, reducing portfolio downside risk by 3%. -
ServerFugyaku Jul 2022 - Jun 2023Brookline, 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.
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Equity Research InternLowell Road Asset Management Jul 2021 - Jan 2022Manhasset, 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 client investments.• Customized and rebalanced portfolios for 30+ clients based on risk tolerance, investment horizon, and tax implications, achieving an 8% improvement in risk-adjusted returns.
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Fp&A InternshipPlatinum88 Property Holdings, Inc. Jul 2019 - Dec 2020Long 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.
Brandon Chen Education Details
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Economics
Frequently Asked Questions about Brandon Chen
What is Brandon Chen's role at the current company?
Brandon Chen's current role is Financial Analyst | Recent Boston University Graduate.
What schools did Brandon Chen attend?
Brandon Chen attended Boston University, Syosset High School.
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Brandon Chen
New York, Ny1arcturusrx.com -
Brandon Chen
Greater Seattle Area1cognex.com -
Brandon Chen
San Francisco Bay Area4gmail.com, genomatica.com, finlessfoods.com, finlessfoods.com -
Brandon Chen
Management And Leadership In Business Administration And Accounting Minor At Loyola Marymount University Cba | Incoming Risk And Compliance Intern @ CroweSan Francisco Bay Area -
Brandon Chen
New York, Ny2dartmouth.edu, annaly.com
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