I am currently a Finance major with a concentration on Investment Analysis at the University of South Florida. I'm a senior and plan to graduate in Spring 2025. My interest in finance stems from my curiosity about how money works and its impact on the financial world, especially in the global economy. Throughout my coursework, I've gained valuable skills in financial analysis, investment management, and risk assessment.My passion for finance extends beyond the classroom as I've been proactively seeking opportunities to obtain practical experience in my field. I've participated in Investment Clubs and Business Development Clubs, and I'm currently studying for my SIE certification. These experiences have honed my analytical and interpersonal skills, as well as my ability to work effectively in a team. I'm eager to challenge myself in the financial industry and am interested in Investment Banking, Asset Management, or Private Credit / Private Equity, where I can apply my knowledge and skills.
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Clearance AssociateRaymond JamesTampa, Fl, Us
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Equity Research AnalystUsf Student Managed Investment Fund May 2024 - PresentTampa, Florida, United States-Selected as 1 of 15 students for the highly competitive Student-Managed Fund to manage an equity portfolio with assets under management of over $1.2 million for the USF Foundation.-Leverage the Bloomberg terminal for idea generation and utilize valuation techniques such as comparable companies, discounted cash flow analysis, and dividends.-Using statistical and financial models to assess potential investment opportunities across diverse sectors and industries, and identifying those with favorable growth prospects.-Evaluate investment opportunities to identify undervalued equity by constructing discounted cash flows, valuation multiples, dividend growth models, and performing sensitivity and scenario analyses. -
Vice PresidentUsf Business Development Club Jan 2024 - Present-Serve as Sales Captain for the "Selling with Bulls" competition with a team of 13 USF competitors. Preparing them for the case, conducting sales role-plays, and teaching them the fundamentals of the sales blueprint to ensure their success during the event. -
MemberUsf Business Development Club Jan 2023 - Jan 2024Tampa, Florida, United States-Spearheaded discussions with the president and vice president of the club to plan successful fall recruitment.-Engaged in the prestigious "Selling with the Bulls" and "ICSC" sales competition, demonstrating exceptional sales proficiency by presenting and successfully "selling" a mock case to the judges, showcasing persuasive communication and negotiation abilities.
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Supervision Summer AssociatesRaymond James May 2024 - Aug 2024St Petersburg, Florida, United States-Chosen as 1 of 6 from a highly competitive candidate pool to participate in the prestigious summer program.-Developed educational case studies for cross-department training purposes demonstrating the progression of complaint handling and reporting that is in line with firm, industry, and regulatory standards-Ensured accurate information was reported to FINRA by correcting approximately 400+ data entries and eliminating duplications in the Firm's Dispute Resolution case management system.-Partnered closely with management to deliver comprehensive weekly financial reports and detailed updates, ensuring clarity and precision in all communications. Acted as a key liaison, facilitating seamless interaction with team members across all levels of the organization and providing critical support to the executive team.
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Deli ClerkPublix Super Markets Jun 2021 - Jun 2024Tampa, Florida, United States-Gained the ability to work in a fast-paced environment, providing premier customer service to 400+ individuals per shift. -Performed suggestive selling techniques that increased deli sales by 16% during April. -Collaborated with managers to oversee a team of 8 employees and maintain a 95% productivity rate each quarter.-Successfully trained and mentored over 10 new associates to work more efficiently at the deli counter. -
Fixed Income & Commodities AssociateInvestment Club At Usf May 2023 - May 2024Tampa, Florida, United States-Competed with several candidates for this position and was ultimately selected after a rigorous interview process.-Conduct comprehensive financial analyses of approximately 40 bond issuers, evaluating creditworthiness and financial health through rigorous examination of their income statements, balance sheets, and cash flow statements.-Maintain up-to-date knowledge of market trends and economic indicators that impact the bond market. This includes monitoring interest rate movements, economic forecasts, and industry-specific developments.-Authored bi-weekly income reports on investment-grade bonds and collaborated closely with a team of three colleagues to deliver a comprehensive analysis of the bonds. The reports included financial, strategic, and risk assessments to support decision-making. -
EnumeratorU.S. Census Bureau Jun 2020 - Jan 2021Tampa, Florida, United States-Effectively conducted interviews with over 25 households daily, meticulously gathering essential demographic, economic, and housing data for the U.S. Census Bureau.-Achieved a 98% interview accuracy rate while overseeing a district in Hillsborough County, Florida. Consistently delivered precise and reliable data collection to avoid the need for re-interviews.-Accurately translated many of the cases from Vietnamese to English to properly communicate information from the household to the Bureau. -
Sales AssociateJcpenney Jun 2018 - Aug 2018Tampa, Florida, United StatesGreeted the customers entering the store, assisted them in finding merchandise on the sales floor, stocked and organized the sales floor and fitting room, rang up purchases, and handled returns. -
CoachEco-Adventure Camp Jun 2017 - Sep 2017Tampa, Florida, United StatesI spent time mentoring middle school students, educating them about the Florida environment, and helping them learn about outdoor safety, kayaking, and fishing with nature guides.
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Front Desk ReceptionistNguyen Tran Md Jun 2016 - May 2017Plant City, Florida, United StatesI warmly welcomed patients as they arrived, conducted essential medical procedures to measure their vital signs, handled incoming screening calls, and facilitated patient check-out procedures.
Khoi Le Education Details
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Finance, Concentration In Investment Analysis -
Business Administration And Management, General -
Alonso High SchoolHigh School Diploma
Frequently Asked Questions about Khoi Le
What company does Khoi Le work for?
Khoi Le works for Raymond James
What is Khoi Le's role at the current company?
Khoi Le's current role is Clearance Associate.
What schools did Khoi Le attend?
Khoi Le attended University Of South Florida Muma College Of Business, Hillsborough Community College, Alonso High School.
Who are Khoi Le's colleagues?
Khoi Le's colleagues are Cayce Hendrickson, Ashleigh Mader, Jen Thompson, Evan Onder, Aams®, Abbey Carignan, Tyson Phillips, Carson Mccreight.
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