Investment Analyst

• Jun 2023 - Present

Data Analyst

• Feb 2023 - May 2023

• Applied experience gained from other companies to optimize ETL pipelines, resulting in even faster data processing times and increased efficiency. • Collaborated with cross-functional teams to identify and implement process improvements, resulting in a streamlined workflow and enhanced data quality • Applied experience gained from other companies to optimize ETL pipelines, resulting in even faster data processing times and increased efficiency. • Collaborated with cross-functional teams to identify and implement process improvements, resulting in a streamlined workflow and enhanced data quality

Data Science Intern

• Sep 2022 - Dec 2022

• Spearheaded the launch of a production-grade earnings call workflow using AWS EC2 that records and transcribes private earnings calls for investment analysis by the team. The software is now widely used by all analysts in the organization.• Integrated S3 buckets with Power BI to develop a centralized BI reporting and dashboarding system that enables the team to generate investment insights through analytics on Alternate Data.

Portfolio Construction and Risk Management Intern

• Jun 2022 - Aug 2022

• Successfully replicated 50GB of alternate data from UBS on-prem databases to Oaktree AWS S3 using REST APIs, leveraging data science skills to improve data management and accessibility.• Conducted schema conversion on S3 with AWS Glue Crawlers and utilized Athena to transform curated data, improving data analysis and visualization for financial insights.• Developed a call workflow utilizing Python Flask, ngrok, and AWS to autodial, record, and transcribe private earnings calls, enabling the finance team to access critical information for investment decisions.• Collaborated with the Power Opportunities team to aid in due diligence for potential investments, leveraging data science skills to analyze sales and revenue data from 2019-2022 YTD, and building Gross Profit Performance bridge datasheets to provide valuable insights. Show less

Data Analyst

• Oct 2021 - Jun 2022

• Automated 5 stakeholder projects by setting up ETL pipelines in the Oracle EDW using Informatica, reducing TAT from 7 days to 1 minute. • Generated reports and performed QA on the Data Reporting System, providing actionable insights to over 100 users. • Conducted discovery on new client projects, documenting business and technological challenges and pain points for future improvements. • Automated 5 stakeholder projects by setting up ETL pipelines in the Oracle EDW using Informatica, reducing TAT from 7 days to 1 minute. • Generated reports and performed QA on the Data Reporting System, providing actionable insights to over 100 users. • Conducted discovery on new client projects, documenting business and technological challenges and pain points for future improvements.