• Selected as one of five to represent Cal Poly Pomona in the annual CFA Institute Research Challenge.

• Collaborating with a team of 18 analysts to develop and manage a portfolio of over $700,000 for the University.• Constructing a portfolio based on the client’s investment goals, risk tolerance, required return, and time horizon.• Developing a Request for Proposal to present to the CFAOC ultimately and to win the client's business.• Performing daily analysis and gathering up-to-date market and economic data from various countries.• Executing investment decisions based on… Show more • Collaborating with a team of 18 analysts to develop and manage a portfolio of over $700,000 for the University.• Constructing a portfolio based on the client’s investment goals, risk tolerance, required return, and time horizon.• Developing a Request for Proposal to present to the CFAOC ultimately and to win the client's business.• Performing daily analysis and gathering up-to-date market and economic data from various countries.• Executing investment decisions based on gathered economic data, valuation methods, and investment guidelines.• Developed optimization model to analyze index data and allocate capital to a portfolio with the top risk-adjusted return.• Creating analyst reports and valuations on prospective equities, primarily in the Healthcare sector. Show less

• Participated in a stock competition and conducted equity research on Intel.• Utilized the Bloomberg Terminal to research company details and the semiconductor industry.• Collaborated with a team of four under a mentor who taught the fundamentals of equity research.• Developed an investment thesis based on findings and utilized a discounted cash flow and relative valuation model to support the decision.

• Analyzed forecasted sales to prepare required inventory for the day and assigned positions to team members to prepare for opening and closing.• Engaged with customers to ensure optimal consumer experience.• Managed day-to-day operations and cooperated with team members to efficiently run the store.