New college graduate student, with a degree in Bachelor of Business (Finance & Economics) at University of Technology Sydney (UTS). A fast learner who works well independently but can also be a committed team player ready to assist the team in achieving goals.
Teamwork
Applied Portfolio Management
· Developed and tested two quantitative portfolio strategies based on investment factors (focusing on high profitability, strong growth, and low risk and leverage) and delivered using Python Jupyter Notebook with the code model to run the strategy.
Investment Banking
· DCF valuation using comparable companies to target the company.
· Valuation of an LBO deal, assess the profitability of this deal given a set of reasonable assumptions on the future of the company and the financing cost of the operation.
· Valuation of an M&A deal, considered industry outlook, deal structure (profit maximization for the acquirer, or equity only), funding and financing costs, and profitability analysis using assumptions of different scenarios in the following years.
Derivative Securities
· Responsible for cross-currency interest rate swaps, currency futures position, and hedging volatile FX markets in a group project.
· Assisted team in the calculation of option prices using binomial trees and the Black-Scholes model.