I am a finance professional with a strong interest in translating complex financial information into data-driven decisions that create measurable value. My approach to finance is grounded in disciplined analysis, strategic thinking, and a long-term perspective, guided by the belief that capital is most effective when deployed with rigor, insight, and patience. I hold a Master of Science in Finance from the University of Massachusetts Boston, where I developed a solid foundation in financial modeling, valuation, forecasting, cash-flow analysis, and analytical storytelling to support informed decision-making.
Professionally, I bring nearly two years of experience in Growth Finance, where I have supported business expansion initiatives through financial analysis, performance tracking, budgeting, and forecasting. I have worked closely with cross-functional stakeholders to evaluate growth opportunities, assess trade-offs, and identify risks, contributing to sound strategic and operational decisions. I am actively seeking full-time opportunities in Finance, Equity Research, FP&A, Analytics, Risk, or Strategy, where I can add value as a thoughtful, business-oriented analyst while continuing to deepen my technical expertise and professional growth.
Collaborated with a team to conduct comprehensive equity research, including building a detailed three-statement financial model, performing DCF and relative valuation (Comps), and conducting scenario and sensitivity analyses. Developed an investment thesis supported by KPIs, market trends, and risk assessment, culminating in a professional research report and investor presentation. Recognized as a Regional Finalist for analytical rigor, clear communication, and actionable insights.
Bloomberg Market Concepts
Completed Bloomberg's Market Concepts program, gaining practical knowledge in financial markets, including equities, fixed income, currencies, and economics. Developed proficiency in Bloomberg Terminal tools for market analysis, data visualization, and real-time decision-making, enhancing ability to interpret market trends and make data-driven investment and financial recommendations.
Projects
Capstone Practicum Stock Pitch – United Parcel Service, Inc.
Issued a BUY on UPS with a $139.33 target (+43% upside), piping (7.8% WACC; 9.8x exit EBITDA), Comps (7.5x EV/EBITDA). Recast UPS as an AI-driven, platform logistics ecosystem, surfacing SaaS-style margin lift via ORION, Healthcare, Global Checkout. Positioned the pivot to logistics intelligence, aligned with deglobalization, automation, and supply-chain resilience tailwinds.
CFA Research Challenge Equity Report (NYSE: HUBS)
A student team from UMass Boston, competing in the 2025 CFA Research Challenge, issued a strong BUY recommendation on HubSpot (NYSE: HUBS) with a $838 target price (19.3% upside from the January 3, 2025 price of $702.85), driven by its leadership in the fast-growing SMB CRM market, AI-powered platform, and resilient subscription-based growth. The report highlights HubSpot's user-friendly freemium model, superior positioning against enterprise-focused giants like Salesforce, consistent 20%+ revenue growth, improving margins, and a clean balance sheet as key reasons for the bullish outlook.
Global Portfolio Investment Management Report
This report analyzes a concentrated, equity-heavy satellite portfolio for a university endowment with a perpetual horizon and moderate-to-high risk tolerance, benchmarked against the MSCI ACWI, prioritizing capital preservation, sustainable growth, and risk-adjusted returns to fund scholarships, research, and initiatives. The thematically driven allocation overweights technology, clean energy, and emerging markets for high-conviction alpha generation, diverging from broad market weights while incorporating low-correlation commodities like CERY for downside protection and diversification.
Relationship Between Unemployment And Economic Growth
Explored the relationship between unemployment and economic growth in the U.S., using time-series data from FRED and Kaggle to examine how GDP growth, inflation, and interest rates influence unemployment rates. Key findings from the simplified model (97 observations, R² ≈ 0.52): unemployment drops 0.055% per 1% higher GDP growth (significant, aligns with theory), but unexpectedly falls 1.82% per unit rise in interest rates (counterintuitive, possibly due to structural factors or data specifics).
Netflix's Risk Management Strategy
This study proposed a hedging strategy using forwards, futures, swaps, and options to mitigate non-systemic risks (especially FX volatility), while highlighting benefits like stabilized cash flows and clearer future financial visibility, drawing from Netflix's 10-K disclosures. Quantitative elements included Monte Carlo simulation to estimate probability of default and an options model, aiming to demonstrate practical application of financial engineering for risk reduction without sacrificing profitability.
1,000,000 Virtual Portfolio Allocation
This UMass Boston MBA team project constructed a virtual $1,000,000 portfolio of 25 assets (primarily equities and ETFs), with heavy emphasis on IBM and Procter & Gamble as advised by the professor. The report covered key concepts including portfolio construction, risk/return calculations (expected return, standard deviation, beta, CAPM, Fama-French, APT), diversification to reduce firm-specific risk, mutual fund distinctions, margin/short selling mechanics, insider trading implications, and firm valuations via dividend discount models.
Portfolio Simulation
Build an optimal portfolio with $750,000. Maximize risk-adjusted returns while managing constraints.
