Financial Analyst
Collected fund partners’ data and developed detailed spreadsheets to analyze funds’ performance and evaluate potential investment portfolios by forecasting companies’ enterprise value and revenue growth.Individually finished macro-economic data analysis and conducted reports on the single-family rental market.Researched the cannabis industry in California, analyzed the target company’s 10-k reports and key metrics including market share, CAGR, and political factors; forecast the future value of the company’s tangible assets; participated in finalizing portfolio by using CAPM model.Wrote SQL queries to retrieve customer data for crafting and tracking private placement memorandum and investor repayment statements.Conducted company’s quarterly report and prepared presentations for shareholders’ meeting.