M.S. Finance (Investment & Quantitative Analysis) @ UMass Boston · May 2027
Finance analyst turning financial and market data into investment insight: equity valuation, risk-adjusted performance analysis, and BI dashboards.
📌 Open to full-time roles starting 2027: Investment & Asset Management · Financial Analysis · Data Analytics · Finance Transformation
| Project | Key result | Tools |
|---|---|---|
| Fintech vs. Bank Stocks | Banks beat fintech on Sharpe Ratio in every market regime, 2022–2025 (0.46 vs. −0.22) | Python, pandas |
| BlackRock Valuation | Traced an 802 bp GAAP margin drop to acquisition charges; BLK trades at a 60% P/E premium to peers | Excel |
| Walmart vs. Target | DuPont, RNOA and DCF comparison ending in a HOLD call on both | Excel |
| Order-to-Cash Dashboard | Flagged a Q4 collections breakdown: $1.08M AR outstanding, 77-day DSO | Power BI, DAX |
| Retail Sales Dashboard | Found a loss-making product line (Tables, −$17.7K) hidden in healthy sales | Power BI |
| Walmart Equity Valuation | Three-stage DDM, CAPM and peer P/E valuation | Excel |
| Corporate Finance Toolkit | Break-even, 200-trial Monte Carlo and FCFF/FCFE valuation | Excel |
Finance: DCF · DDM · CAPM · Relative Valuation · DuPont · Financial Modeling · Portfolio & Risk Analysis
Tools:
Certifications: Bloomberg Market Concepts (BMC) · FMVA® (in progress)