Brian Tong Email and Phone Number
Dedicated to mastering the art of financial data analytics, Brian is a passionate life-long learner currently pursuing both CFA and M.S in Data Analytics. With a meticulous eye for detail, exceptional time management, and a collaborative spirit, he brings a unique blend of skills to the dynamic realm of financial applications. Brian's enthusiasm for investment is not just a passion but a commitment, reflecting his drive, organization, and an unwavering pursuit of excellence.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Fidelity Fund Investment Operations - Investment Analytics AssociateFidelity Investments Jun 2023 - PresentTexas, United States• Manage databases of yield curve for 44 currencies, portfolios and securities to support trading, research, performance, compliance, and other functions• Develop and implement the idea for Yield Curve Data Quality Check process improvement, resulting in a daily time saving of 30 minutes• Validate security-level data, conducting high-level trend and coverage analysis of top 50 lists for USA securities by market value• Support to aggregate Equity Portfolio Characteristics monthly process for 2688 Fidelity funds and 1764 constituent level indices aggregation• Utilize Bloomberg, FactSet, RIMES, and other vendor tools to acquire data for equities, bonds, leveraged loans, and other financial instruments• Coordinate the transition of data ownership to leverage business unit expertise and ensure consistent standards of quality• Support business partner requests by providing data analysis and solutions for issues or unique product requirements• Provide helpdesk support, and project management routines related to the financial measures data subject area -
Portfolio ManagerUtdsom Investment Corporation Aug 2022 - Dec 2022Dallas, Texas, United States
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Senior Portfolio AnalystUtdsom Investment Corporation May 2022 - Aug 2022Dallas, Texas, United States
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Investment AnalystUtdsom Investment Corporation Jan 2022 - May 2022Dallas, Texas, United States
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Investment Banking Analyst InternThe Vant Group Oct 2021 - Dec 2021Dallas, Texas, United States -
Schwab InternproCharles Schwab Jun 2021 - Aug 2021Dallas, Texas, United States• Developed skills critical to success in the 21st-century workforce such as leadership, operating and managing, communicating & networking, working in teams, and problem-solving.• Created a college roadmap using the SMART goals method to stay on track in pursuing career objectives.• Collaborated with a cohort of 5 other participants to develop each other’s internship readiness through interactive sessions and feedback-sharing. -
Investment & Derivative ProgramIvyline Capital Group Oct 2020 - Jun 2021United States• Selected for one of only 50 spots across more than 100 universities in the country• Attended Ivy Line Capital's Investments & Derivatives Masterclass• Actively participated in education surrounding the fundamentals of security analysis, portfolio construction,portfolio modeling, advanced technical analysis, and the applications of derivatives• Networked with industry professionals in weekly lectures and speaker events• Effectively completed assignments, experiences, and education in a virtual setting -
Financial AnalystThe Dec Network Jan 2021 - May 2021Dallas, Texas, United States• Supported 8 local small business owners in developing robust financial statements and forecasting models• Successfully tracked progress toward loan forgiveness criteria, ensuring financial sustainability• Designed and delivered insightful analyses of business functions, key operations, and performance metrics -
TutorDallas College Richland Campus Sep 2019 - Dec 2019Dallas, Texas, United States• Practiced problem-solving skills by providing in-person instruction to over 10 students via private tutoring sessions, resulted in 100% retention for the tutoring program• Developed techniques to increase learning productivity by 30% which led to higher student satisfaction• Assisted the revision section for 10 lectures and 2 exams, resulting in 90% grade improvement
Brian Tong Education Details
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Analytic -
3.93
Frequently Asked Questions about Brian Tong
What company does Brian Tong work for?
Brian Tong works for Fidelity Investments
What is Brian Tong's role at the current company?
Brian Tong's current role is Investment Analytics Associate at Fidelity Investments.
What schools did Brian Tong attend?
Brian Tong attended Georgia Institute Of Technology, The University Of Texas At Dallas, Dallas College.
Who are Brian Tong's colleagues?
Brian Tong's colleagues are Lori Rump, Sheryce Jacobs, Larry Freed, Eva Ortega, Stephen Wikfors, James P., Cameron S..
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Brian Tong
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