Kha Dang

Analyst, Small Cap Value at COUGAR INVESTMENT FUND, L.L.C.
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Contact Information
us****@****om
(386) 825-5501
Location
Houston, Texas, United States, US
Languages
  • Vietnamese Native or bilingual proficiency
  • English Full professional proficiency

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Credentials

  • Texas Food Handler
    Texas Food Safety Consulting

Experience

  • COUGAR INVESTMENT FUND, L.L.C.
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Analyst, Small Cap Value
      • Aug 2023 - Present

      • One of 16 students selected via a rigorous application process to manage a $13M equity portfolio (20 hours/week commitment) • Utilize DCF models and bottom-up approach to value companies and make buy/sell recommendations and pitch recommendations to investment committee • Conduct screening for new investment opportunities, monitor performance of existing positions held by Fund and ensure compliance with Fund’s investment restrictions • Formally present Fund performance to board of… Show more • One of 16 students selected via a rigorous application process to manage a $13M equity portfolio (20 hours/week commitment) • Utilize DCF models and bottom-up approach to value companies and make buy/sell recommendations and pitch recommendations to investment committee • Conduct screening for new investment opportunities, monitor performance of existing positions held by Fund and ensure compliance with Fund’s investment restrictions • Formally present Fund performance to board of managers and investors Show less • One of 16 students selected via a rigorous application process to manage a $13M equity portfolio (20 hours/week commitment) • Utilize DCF models and bottom-up approach to value companies and make buy/sell recommendations and pitch recommendations to investment committee • Conduct screening for new investment opportunities, monitor performance of existing positions held by Fund and ensure compliance with Fund’s investment restrictions • Formally present Fund performance to board of… Show more • One of 16 students selected via a rigorous application process to manage a $13M equity portfolio (20 hours/week commitment) • Utilize DCF models and bottom-up approach to value companies and make buy/sell recommendations and pitch recommendations to investment committee • Conduct screening for new investment opportunities, monitor performance of existing positions held by Fund and ensure compliance with Fund’s investment restrictions • Formally present Fund performance to board of managers and investors Show less

  • The Artemis Fund
    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Valuation Analyst
      • Aug 2023 - Present

      • Performed due diligence for companies and compiled market research reports across industries (e-commerce, fashion, and technology) • Applying Excel skills to develop exit models and benchmarks for industry segments • Seized the opportunity to broaden the network and establish connections within the Houston venture capital community • Performed due diligence for companies and compiled market research reports across industries (e-commerce, fashion, and technology) • Applying Excel skills to develop exit models and benchmarks for industry segments • Seized the opportunity to broaden the network and establish connections within the Houston venture capital community

  • ADVUE Consulting LLC
    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Consulting Business Analyst
      • Feb 2023 - Aug 2023

      • Work closely with the CFO in building financial models, developing business plans and managing client progression • Improve the internal business performance of clients by providing insights and solutions for organizational problems • Synthesize conclusions into recommendations and help implement changes for clients • Work closely with the CFO in building financial models, developing business plans and managing client progression • Improve the internal business performance of clients by providing insights and solutions for organizational problems • Synthesize conclusions into recommendations and help implement changes for clients

  • Comerica Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Commercial Banking Associate
      • Jan 2022 - Dec 2022

      • Analyzed deals in between $3-$500M: spread financial statements, document all financial aspects of borrowers, entities, guarantors, and assets • Identify key strengths and weaknesses, risks and mitigating factors related to conducting a thorough credit analysis for approval • Responsible for preparing customers’ loan packages with attachments for Relationship Manager to present in a Loan committee • Participate and present in a rotating weekly loan presentation serve as mock… Show more • Analyzed deals in between $3-$500M: spread financial statements, document all financial aspects of borrowers, entities, guarantors, and assets • Identify key strengths and weaknesses, risks and mitigating factors related to conducting a thorough credit analysis for approval • Responsible for preparing customers’ loan packages with attachments for Relationship Manager to present in a Loan committee • Participate and present in a rotating weekly loan presentation serve as mock Department Loan Committee Show less • Analyzed deals in between $3-$500M: spread financial statements, document all financial aspects of borrowers, entities, guarantors, and assets • Identify key strengths and weaknesses, risks and mitigating factors related to conducting a thorough credit analysis for approval • Responsible for preparing customers’ loan packages with attachments for Relationship Manager to present in a Loan committee • Participate and present in a rotating weekly loan presentation serve as mock… Show more • Analyzed deals in between $3-$500M: spread financial statements, document all financial aspects of borrowers, entities, guarantors, and assets • Identify key strengths and weaknesses, risks and mitigating factors related to conducting a thorough credit analysis for approval • Responsible for preparing customers’ loan packages with attachments for Relationship Manager to present in a Loan committee • Participate and present in a rotating weekly loan presentation serve as mock Department Loan Committee Show less

  • University of Houston, C.T. Bauer College of Business
    • United States
    • Higher Education
    • 200 - 300 Employee
    • Investment Analyst, Cougar Venture Fund
      • Aug 2021 - Dec 2021

      • 1 of 4 undergraduate students accepted into the selective MBA-level Cougar Venture Capital Fund • Oversaw and facilitated the full SWOT analyses and investment recommendations for Houston-based technology startups • Identified investment opportunities by teaming up with 2 MBA students to perform functions such as business valuation, market research, deal structuring, term sheet evaluation, and gave recommendations to the Advisory Board • 1 of 4 undergraduate students accepted into the selective MBA-level Cougar Venture Capital Fund • Oversaw and facilitated the full SWOT analyses and investment recommendations for Houston-based technology startups • Identified investment opportunities by teaming up with 2 MBA students to perform functions such as business valuation, market research, deal structuring, term sheet evaluation, and gave recommendations to the Advisory Board

  • Comerica Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Commercial Banking Intern - Energy group
      • Jun 2021 - Aug 2021

      • Support all aspects of credit investment committee approval process including financial statement analysis, credit analysis and financial modeling • Conduct individual client and industry research in order to evaluate new client prospects for senior bankers • Prepare materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) • Support all aspects of credit investment committee approval process including financial statement analysis, credit analysis and financial modeling • Conduct individual client and industry research in order to evaluate new client prospects for senior bankers • Prepare materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)

  • ITC TRADING MANAGEMENT COMPANY
    • United States
    • Investment Management
    • Finance Intern
      • Jan 2020 - May 2021

      • Gather transaction and portfolio data that is converted into presentable deck to present to stakeholders • Analyze existing company data collection procedures using Macro VBA in order to determine where efficiency can be improved • Record all company transactions through posting debits and credits to the general ledger within QuickBooks • Build strong relationships with the portfolio managers in an effort to develop within a positive team environment • Gather transaction and portfolio data that is converted into presentable deck to present to stakeholders • Analyze existing company data collection procedures using Macro VBA in order to determine where efficiency can be improved • Record all company transactions through posting debits and credits to the general ledger within QuickBooks • Build strong relationships with the portfolio managers in an effort to develop within a positive team environment

  • Siemens
    • Germany
    • Automation Machinery Manufacturing
    • 700 & Above Employee
    • Finance Department Intern
      • Aug 2019 - Jan 2020

      • Collaborate the Finance team in developing a budget and analyzing the variance between the budget and actual performance • Utilized VBA macros and pivots tables in Excel to compare transactional data across different fiscal periods • Created an internship overview presentation which highlighted the experiences and knowledge gained throughout the internship • Collaborate the Finance team in developing a budget and analyzing the variance between the budget and actual performance • Utilized VBA macros and pivots tables in Excel to compare transactional data across different fiscal periods • Created an internship overview presentation which highlighted the experiences and knowledge gained throughout the internship

Education

  • University of Houston, C.T. Bauer College of Business
    Master of Science - MS, Banking, Corporate, Finance, and Securities Law
    2023 - 2024
  • University of Houston, C.T. Bauer College of Business
    Entrepreneurship, Finance
    2019 - 2021

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