Provide on-demand equity research, quantitative modeling, financial forecasting and strategic analysis services.

Covered Consumer and Communication Services sectors for US Large Cap and Small Cap portfolios.
•Sector focus nurtured deep understanding of industry drivers and competitive dynamics in addition to company-specific fundamental performance. Recommendations consistently outperformed benchmarks.
•Led the due diligence for the firm's first equity ESG product. Collaborated with key data vendors to assess suitability of data structures as part of firm's process and successfully met the key milestones.

Conducted research of stocks across industries and market caps. Identified investment candidates and made buy/sell recommendations for the firm’s concentrated stock portfolio (~35 stocks).
Equity Research
• Acted as generalist research analyst and performed equity fundamental research. Created detailed financial models with operating drivers for the companies under research.
• Performance highlights included an average alpha of 284bps for the investments based on recommendations from 2014 to 2016 (subset of portfolio tracking available), including eight take-out targets during the time frame.
Financial Modeling
• Developed quantitative models that incorporated value, momentum and quality as screening attributes for Russell 1000 and Russell 2000 stocks. Enabled the firm’s experiment with and adoption of the model-driven smart-beta investment strategy.
• Created Excel-based tools to supplement system resources in trading, portfolio management and month-end reporting.

Provided analytical support to the CFO as the major US player in the Semiconductor Materials and Alternative Energy industries. Acted as a point of contact for equity and bond investors.
•Joined the company as an Investor Relations Manager. Managed quarterly earnings process, including preparing the press release, investor presentations, talking points and Q&As for CEO and CFO.
•Organized and participated with management in investor conferences, shareholder meetings and Analyst Days.
•Acted as primary liaison for the investment banks or consultants on due diligence of strategic initiatives. Built, maintained and owned external model and facilitated communications between the external teams and internal BU management.
•Led company-wide initiatives through collaboration with the business teams; projects completed included pipeline valuation, restructuring tracking and sales leaseback accounting illustration.

Provided financial support to the Human Resources division, including attribution analysis and forecasting of operating expense and benefits.

Financial Analysis Managed P&L for $800M proprietary lending portfolios. Prepared performance analysis and presented to senior management on analytical findings that shaped or transformed business strategies.
•Developed a new credit card product structure while collaborating with cross-functional teams, resulting in $13M in annual savings while retaining the same product value proposition.
•Introduced a profitability-based commission structure for the Internet acquisition team that turned around the profitability of acquisitions from the affiliate channel. Financial Reporting, Forecasting and Planning
Led and managed monthly results package, quarterly forecasting and long-range planning process for US Consumer business. Improved forecasting accuracy and the depth of variance and trend analysis.
•Reduced forecasting variances for credit provision, a $1.5B annual expense, from 8% to below 3%. Prepared quarterly credit performance review for company CEO and segment President.

Covered Asian and Latin American public companies and conducted bottom-up fundamental research; provided client support and "road show" documentations.
•Built investment valuation and industry driver-based models for the key players in emerging markets; interacted regularly with top management of investment companies, sell-side analysts and fellow hedge fund community; participated regularly in industry conferences.
•Interacted regularly with top management of investment companies, sell-side analysts and fellow hedge fund community; participated regularly in industry conferences.
•Conducted portfolio performance attribution analysis through risk/return statistical modeling; helped bring in US$50M investment to the fund as a result.

Prepared written research reports on equities, high-yield debt and convertibles for the US$10bn special situation fund and presented to portfolio managers for buy/sell decisions. Coverage included distressed securities in the emerging markets or US telecom, cyclicals and banking sectors.
•Created financial models on the operating and financial structures of Brazilian media, global pulp and paper, and US banking industries. Identified opportunities and risks both bottom up and top down, resulting in investments achieving average returns of 41%.
•Researched drivers and dynamics of the banking industry; built detailed financial models for the key emerging market players and performed scenarios & peer analysis; recommended investments that outperformed the benchmark by 120%.