● Developing a quantitative model to predict interest rate yield curve dynamics using advanced time series techniques like VAR and state space modeling● Integrating macroeconomic indicators (e.g. inflation, growth expectations, unemployment) to enhance yield curve forecasting accuracy and risk assessment● Implementing and backtesting predictive models in Python, validating performance against historical data in different economic regimes● Producing analysis of yield curve level, slope, and curvature changes, with implications for financial strategy and risk management

Investment Summary● Purchased properties with mortgage financing to produce return through rental income and appreciation ● Leveraged quantitative analytics for greater sophistication of evaluation and breadth of opportunities considered● Facilitated over $500,000 of property acquisitions with expected growth to over $1,000,000 by end of 2024● Produced 25% life-to-date annualized return on equity considering cash-flow and current value of propertiesPython Investment Analytics Tool ● Data on thousands of properties on Zillow and Redfin were scraped in order to approximate rental cash flows● Allowed for user sorting of large volumes of prospective investments based on profitability metrics● Illustrated geospatial mapping of comparative investments using GeoPandas● Provided rent projections with machine learning (random forest, SVM, gradient-boosted trees, Bayesian ridge)● Calculated cash flow scenarios with user input assumptions for more in-depth analysis● Completed investigative research on relationship between home and rental price indicesExcel Cash Flow Dashboard● Created property cash flow scenarios in Excel to evaluate long-term profitability scenarios● Analyzed property comps to establish baseline expenses and rental income expectations● Researched and logged various investment opportunities and rental markets (zip code appreciation, rental costs)

● Provided investment advisors with insight on client portfolio risk levels● Utilized Riskalyze to model client portfolios across different market scenarios, enabling accurate risk evaluation and customized investment approaches for our clients● Collaborated closely with investment advisors to ensure an alignment of actual risk with clients' perceived risk tolerance for optimized investment outcomes● Fostered and maintained client relationships through organized events

● Completed various back-office projects for analyzing financial plans, tracking revenues, and tracking expenses● Handled a range of CRM processes passed on from senior staff● Assisted in preparing client events with the firm