Peter Lo Email & Phone Number

Cranford, Nj

Analyze financial and credit data of prospective clients to determine financing objectives and structure a loan product that best fits their needs.Manage active leads and loans to increase loan conversion rates resulting in higher firm revenue/profitability.Identify, develop and maintain a quality network of business relationships.Provide new & existing clients with appropriate mortgage products & services by offering presentations and seminars for residential… Show more Analyze financial and credit data of prospective clients to determine financing objectives and structure a loan product that best fits their needs.Manage active leads and loans to increase loan conversion rates resulting in higher firm revenue/profitability.Identify, develop and maintain a quality network of business relationships.Provide new & existing clients with appropriate mortgage products & services by offering presentations and seminars for residential financing.Ensuring exceptional customer service by maintaining knowledge of latest products, pricing policies and guidelines. Show less

Greater New York City Area

Conducted quantitative analysis of financial data to forecast revenue, identify future trends and assess risk associated with portfolio. Developed comprehensive reports, abstracts, and charts to present data and guide investment strategies.Performed customized portfolio risk analyses with proprietary Risk Attribute Model (RAM) to identify portfolio risk attribution, provide analyses, portfolio optimization and asset-allocation opportunities.Coordinated meetings with senior… Show more Conducted quantitative analysis of financial data to forecast revenue, identify future trends and assess risk associated with portfolio. Developed comprehensive reports, abstracts, and charts to present data and guide investment strategies.Performed customized portfolio risk analyses with proprietary Risk Attribute Model (RAM) to identify portfolio risk attribution, provide analyses, portfolio optimization and asset-allocation opportunities.Coordinated meetings with senior management along with firms institutional sales/trading and equities trading desk. Focusing on providing content and solutions while utilizing various asset classes, risk management and strategies.Handled ad hoc client requests and provided market-themed stock selection screens, daily factor reports, data content, market performance reports with extensive use of Factset, Bloomberg, Excel, Visual Basic and proprietary platforms and databases.Authored the stock selection models (applied by regression analysis and decision tree approach), updated macro analysis along with publishing reports of model’s monthly performance metrics. Increased readership by 25% by introducing various earnings forecast/growth perspectives while achieving a 65% hit rate since inception.In-depth constituent coverage of the Technology, Financial, Health Care and Consumer Staples sectors, applying specific stock selection drivers containing valuation, fundamental earnings performance, liquidity and investment style to generate an attractive stock list.Managed special studies projects involved in analyzing Peer to Peer Institutional Holdings, Corporate Actions, Mergers & Acquisitions, and Rules-based portfolio construction.Contributed to management of internal master relational database, data modeling, data warehousing, automation, applying quality control and integrity checks. Show less

Greater New York City Area

Assisted analyst in initiation of coverage within the Specialty Finance/Mortgage REITS, by preparing marketing presentations with extensive use of MS Office Suite applications.Analyzed SEC filings and financial statements to create and maintain earnings, valuation and industry models.Reviewed company notes, interpret industry trends and news flows for lead analyst.Provided data and industry information to internal and external clients.

Greater New York City Area

(2003-2005, First Team Institutional Investors All-America Research Team)• Provided investment recommendations on equities and commodities based on technical analysis to institutional portfolio managers and retail financial consultants.Constructed models to track the performance of recommended securities across all MSCI Regions, Sectors, Industry Groups, and Industries data.Assembled and evaluated global equities, commodities and fixed income data.Developed and… Show more (2003-2005, First Team Institutional Investors All-America Research Team)• Provided investment recommendations on equities and commodities based on technical analysis to institutional portfolio managers and retail financial consultants.Constructed models to track the performance of recommended securities across all MSCI Regions, Sectors, Industry Groups, and Industries data.Assembled and evaluated global equities, commodities and fixed income data.Developed and maintained franchise presentation materials for Managing Directors’ meetings with retail and institutional clients.Published weekly and monthly technical research reports. Show less

Greater New York City Area

Key contributor in the development of Equity Research’s Franchise Database Project (datacentral). Duties included, but not limited to researching and implementing specific business and data content needs to coordinating contracts with major market data vendors.Worked through all the project life cycle SDLC (Software Development Life Cycle), starting from high level design to system/integration testing.Active liaison with business managers, market data vendors and systems… Show more Key contributor in the development of Equity Research’s Franchise Database Project (datacentral). Duties included, but not limited to researching and implementing specific business and data content needs to coordinating contracts with major market data vendors.Worked through all the project life cycle SDLC (Software Development Life Cycle), starting from high level design to system/integration testing.Active liaison with business managers, market data vendors and systems administrator in executing day-to-day technology issues, addressing top-level business needs and managing cost controls.Provided market data technical support and conducted training for the Equity Research Division.Administered Contract Requests Forms involving new products delivered across department. Show less