Andrew L. Email & Phone Number

New York, NY, US

• Built models in Python to streamline the modeling process and leverage Machine Learning techniques in credit and OOS regression benchmarking.
• Reviewed and validated models on their models’ soundness, assumptions, testing, and risk measures and proposed enhancements or extensions.
• Liaise with the Trading Desk to oversee model usage and controls, conduct meetings, coach interns, and oversee interns’ projects.
• Won 2nd place in firmwide innovation hackathon; built a software LLM + Retrieval-Augmented Generation (RAG) to redline legal contracts.

London, GB

• Valuated 25 complex/illiquid securities with over 15 clients ranging from contingent consideration, preferred stock, convertible notes, warrants, etc.

• Researched and established Alpha-generating investment ideas using neural network in the statistical arbitrage space and benchmarking through systemic research on academic literature. Worked with LLM and NLP libraries.
• Trained one-on-one in Bloomberg’s headquarters on advanced financial analytical techniques.
• Handled middle-office issues and set up an automatic pipeline to manage middle-office issues more efficiently.

Hong Kong, Hong Kong, HK

• Drove market-making violation discovery, analyzed trading data, and confronted exchange participants with trading violations; resolved 10+ cases.
• Conceptualized and executed ideas to automate existing trading and client-onboarding practices to reduce operating costs and time with the Tech team and other stakeholders, resulting in 60+ hours saved from manual work.
• Mined, transformed, and examined retail traders' behaviors using data engineering/visualization and statistical techniques.

London, GB

• Built and tested comprehensive process automation software to enable clients to comply with the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) within 2 days.
• Developed a customized data transformation on routine preparation and testing using both Google Cloud Platform and Alteryx based on the client's desired ETL logic with enhanced efficiency and accuracy.
• Created PowerBI and Tableau dashboards to help clients access informative KPIs such as missing self-certification files, monetary risk exposure, and tax filing statuses.
• Facilitated and led client meetings regularly to capture and review user stories and key design decisions.

London, GB

• Developed Power BI tax status trackers report for clients to produce business intelligence KPIs interfacing for clients’ and EY's compliance team.
• Optimized EY's tax automation scripting algorithm by mapping clients' data into respective tax forms; it saves EY’s tax team over 0.5 hours per doc.

• Designed, fabricated, assembled, and tested hydrogen batteries and individual battery components, including novel materials.
• Synthesized electrode materials and analyzed the activity of electrocatalysts by different electrochemical methods.
• Devised testing goals and objectives to test novel chemical materials through advanced statistical techniques and teamwork.

US

• Implemented an algorithm to determine plating amperage and estimated plating time for Ni & Au by a few input parameters to optimize manufacturing speed by 20%.
• Performed Integrated Circuit (IC) cross-sectioning for pinpoint precision analysis on malfunctioning products.

Master'S Degree, Operations Research

Bachelor'S Degree, Chemical Engineering

High School Diploma