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Brandon Chen is listed as Financial Analyst | Recent Boston University Graduate based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Brandon Chen.
Brandon Chen previously worked as Strategy Consulting Intern at Agile Networking Consultants and Financial Analyst Intern at Fidelity Investments. Brandon Chen holds Bachelor Of Arts - Ba, Economics from Boston University.
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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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) – 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%.
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 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.
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.
Activities and Societies: • Financial Modeling Club, 2022-2024 - Analyst • Finance & Investment Club, 2021-2024 – Junior Analyst • Private.
Activities and Societies: - A.P. Scholar/Honors Student - Tennis/Football - DECA States Semi-Finalist - Investment Club Treasurer.
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Brandon Chen is listed as Financial Analyst | Recent Boston University Graduate.
Brandon Chen is based in New York City Metropolitan Area, United States.
Brandon Chen has worked for Agile Networking Consultants, Fidelity Investments, Fugyaku, Lowell Road Asset Management, and Platinum88 Property Holdings, Inc..
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Brandon Chen holds Bachelor Of Arts - Ba, Economics from Boston University.
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