Objective:

• Obtain a challenging senior/management level position to leverage my Corporate Finance, Economics, Financial Reporting and Analysis (using IFRS and GAAP), Quantitative Methods, Alternative Investments, Derivatives, Equity Investment, Fixed Income, and Portfolio Management knowledge, as well as analytical, financial, statistical, and leadership skills.

2011- Present, Consultant - Senior Financial/Quantitative Analyst at Confidential

• Prepare insightful and timely Financial Analysis of critical business issues on an ad hoc basis. Prepare portfolio analysis that leads to transparent understanding of regional financial targets, forecasts, and results.
• Develop financial forecasting (Monte Carlo Simulation) values of structured complex power transactions and load-following sales. Forecasting and results analysis includes all market-based revenues and costs associated with generation and contracts, including energy as well as capacity, ancillary services, and other non-energy revenues or costs. Analyze and forecast impacts to regional P&L.
• Drive consensus on regional assumptions from business owners (Trade floor personnel). Partner and coordinate with commercial leaders from trade floor and business development regional teams to build consensus regarding analysis results and presentation to Power Team management.
• Determining and implementing process improvements to financial forecasting of structured products and portfolio risk and return. Develop and continuously improve financial models and processes.
• Supervise and lead E1-E2 analysts in their daily work.

2011- Present, CFA Prep Course Instructor at Confidential

• CFA course one-on-one, as well as planning to tutor a group of CFA students at The University of Pennsylvania Wharton School.

2006- 2011, Senior Performance Analyst at City of Confidential

• Coordinated and produced monthly & quarterly portfolio returns, fact sheet documents, and presentations. Updated performance & attribution database and produced daily performance & attribution (risk) reports. Also, provided support to Client Servicing and Business Development/Marketing functions.
• Provided buy/sell recommendations to portfolio managers and CIOs. Developed advance reports, which were helpful in making trading strategies and decisions.
• Supplied information for RFP’s or supply necessary information for Client Servicing.
• Developed and managed a customized equity core and satellite attribution (quantitative and financial) methodology and models.
• Research the Internet and other sources for information concerning performance & attribution and/or relevant research topics. Updated web prices using PHP.
• Liaised with consultants and clients, as well as the UK and Singapore CoL branches on all queries. Provided analysis for Morningstar, eVestment Alliance, Cambridge associates etc.
• Produced value added risk analysis on a regular basis for distribution (using factset, Camra and Charles River systems) to Investment Management, which entailed analysis of the firm’s portfolios over various time periods, giving insight into the sources and trends pertaining to performance.
• Debriefed and adequately prepared meeting attendees.
• Led, trained, and motivated the global team members on complex research projects using Movi and advance MS Excel functions. Managed the department in absence of the Performance Manager.
• Demonstrated departmental procedures to Portfolio Managers.
• Solved sophisticated institutional investors’ queries.

2005- 2006, Actuarial Analyst at Confidential

• Analyzed financial statements (using scenario analysis) and other data to assess reasonableness of employer rates, adequacy of reserves, and rate structure.
• Reviewed statistical information to assist management in making actuarial and financial decisions relating to the portfolio.
• Prepared a variety of highly technical and complex actuarial reports.
• Worked on many client projects like DDR (Death, Disability, and Retirement) analysis, MPDB simulation, IBNR (Incurred but Not Reported) study, loss reserve analysis, and medical professional liability rate study using advance MS Excel, MS Word, intermediate MS Access, Reserve pro, and Affinity.
• Developed many loss reserves (statistical) methods like paid/incurred loss development, severity cape cod, pure premium projection etc.
• Maintained excellent written and verbal communication skills
• Initiated, planed and implemented projects

2002-2005, Technical Services Assistant at Confidential

• Acquired and organized use statistics methods for library reporting and analysis.
• Managed and maintained data on electronic resources in ERTS (Electronic resources tracking system).
• Involved in fiscal year financial analysis
• Analyzed use statistics using Stata
• Created and updated local data records in PaULS system.
• Updated check-in records in Tripod (millennium database).
• MARC (Machine readable cataloging) and testing of analyzed continuations that were classed together. Updated holding records.
• Interpreted publishers license agreements.
• Utilized and hands-on experience on MS Excel, MS Word, Eudora, MS Access, MS PowerPoint, File maker pro, Meeting maker, Dream weaver, Photoshop, FoxPro, Visual basic, and Stata.
• Involved in interviewing, supervising, and training student assistants.

• Passed CFA Level 1, registered for CFA Level 2 exams in 2012
• A regular member of the CFA Society of Philadelphia and CFA Institute
• Bachelor of Science in Physics and Mathematics (college first),
• Diploma in Computer programming (3.94 GPA),

• 2011 certificate of achievement in recognition of dedication to professional excellence through participation in the CFA Institute Continuing Education (CE) Program developed for the enhancement of investment knowledge and skills.
• 2006/11 outstanding job performance for investment performance and research, as well as financial projects
• 2003/07 outstanding project performance for actuarial/financial projects
• 2003/04 outstanding job performance for technical projects
• 2002 commendation letter from Serials specialist, for excellence in finance and technologies
• 2002 commendation letter from Medical director, for excellence in medical office management

• 2011 NERC (North American Electric Reliability Corporation) standards training
• 2011 PJM training
• 2008-2011 Anti- money Laundering and Terrorist Financing
• 2007 Bloomberg
• 2005 Affinity, Reserve pro
• 2004 Loss reserving techniques
• 2003 Time management
• 2003 Advance adobe Photoshop, and Macromedia flash, advance Excel
• 2003 HIPAA training (Health insurance portability and accountability act of 1996)
• 2003 Certified collector from SAPAA (Substance abuse program administrators association)
• 2003 Basic and advance Dream weaver, and Stata
• 2002 MARC tags, Serials formatting, and World cat searching and navigating
• 1998 Computer application for the office