David Jin

Finance Associate at Nostra Group
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Contact Information
Location
Brea, California, United States, US
Languages
  • Chinese Native or bilingual proficiency
  • English Professional working proficiency

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Bio

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Credentials

  • Asset Management Virtual Experience (Forage)
    JPMorgan Chase & Co.
    Jan, 2023
    - Sep, 2024
  • Financial Statement Modeling, DCF Modeling
    Wall Street Prep
    Jan, 2023
    - Sep, 2024
  • FactSet Essentials: Core Products
    FactSet
    Dec, 2022
    - Sep, 2024
  • Behavioral Finance Foundations
    LinkedIn
    Aug, 2022
    - Sep, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Aug, 2022
    - Sep, 2024
  • Intermediate Python for Finance
    DataCamp
    Aug, 2022
    - Sep, 2024
  • Introduction to Python for Finance
    DataCamp
    Aug, 2022
    - Sep, 2024
  • Become a Financial Analyst
    LinkedIn
    Jul, 2022
    - Sep, 2024
  • Excel: Tips and Tricks
    LinkedIn
    Jun, 2022
    - Sep, 2024
  • Google Ads Essential Training
    LinkedIn
    Sep, 2021
    - Sep, 2024

Experience

    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Finance Associate
      • Oct 2023 - Present
    • United States
    • Banking
    • 700 & Above Employee
    • Bank Examiner, Risk Management
      • Aug 2023 - Present
    • United States
    • Armed Forces
    • 700 & Above Employee
    • Petty Officer, Operations Specialist
      • Oct 2022 - Present

      Function as plotter, radio-telephone and Command and Control sound-powered telephone talker and maintain Combat Information Center (CIC) displays of strategic and tactical information. Function as plotter, radio-telephone and Command and Control sound-powered telephone talker and maintain Combat Information Center (CIC) displays of strategic and tactical information.

    • Hong Kong
    • Investment Management
    • Fixed Income Portfolio Manager
      • Jan 2023 - Jun 2023

      - Assisted TCM bond portfolio managers in managing the TCM Fixed Income Portfolio. - Performed bond research report and issued investment recommendations fit for our investment strategy.

    • Equity Portfolio Manager
      • Sep 2022 - Jun 2023

      - Actively managed TCM Equity portfolio according to IPS and economic outlook. - Performed market and economic research and participated in TCM economic House View. - Created monthly and quarterly performance reports.

    • IT Sector Analyst
      • Jun 2022 - Jun 2023

      - Conducted market and stock research through FactSet and Bloomberg. - Wrote investment recommendations for IT sector. - Performed DCF modeling and comparable analysis to identify potential invesmment opportunities.

    • Petty Officer, Aviation Boatswain's Mate
      • Aug 2014 - Nov 2019

      Provided aviation ground support for flight squadrans. Led a crew of 5 to 10 sailors during two deployments. Made watch bills for crewmembers, led on-the-job training and mock exercises for junior sailors and supervised the V4 division belowdecks operation as a junior-level supervisor. Provided aviation ground support for flight squadrans. Led a crew of 5 to 10 sailors during two deployments. Made watch bills for crewmembers, led on-the-job training and mock exercises for junior sailors and supervised the V4 division belowdecks operation as a junior-level supervisor.

    • Co-Founder
      • Jan 2018 - Feb 2019

Education

  • University of Southern California
    Master's degree, Master of Business for Veterans
    2023 -
  • Harvard Business School Online
    Certificate, Sustainable Investing
    2023 - 2023
  • California State University, Fullerton
    Bachelor of Arts - BA, Finance
    2021 - 2023
  • East Los Angeles College
    Associate of Arts - AA, Business Administration and Management
    2020 - 2021

Community

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