Experience

Pathway Capital Management
• United States
• Investment Management
• 100 - 200 Employee
• Valuation Analyst

  • Jul 2022 - Present

LP Analyst
• United States
• Financial Services
• 1 - 100 Employee
• Private Asset Analyst

  • May 2021 - Jul 2022
• Intern Analyst

  • Dec 2019 - Jun 2020


GoldenBrick Private Equity Fund

• Private Equity Analyst

  • Mar 2017 - May 2018

  • Implemented comprehensive industrial research for target company on the “WIND financial terminal” • Analyzed historical performance with financial model and prepared valuation against comparable public firms • Performed on-site business Due diligence with senior analyst for a target electric-vehicle battery company • Finalized the investment report by integrating all research data and presented it to two senior fund managers • Implemented comprehensive industrial research for target company on the “WIND financial terminal” • Analyzed historical performance with financial model and prepared valuation against comparable public firms • Performed on-site business Due diligence with senior analyst for a target electric-vehicle battery company • Finalized the investment report by integrating all research data and presented it to two senior fund managers



Bloomberg LP

• United States
• Financial Services
• 700 & Above Employee

• Financial Data Analyst

  • Sep 2015 - Dec 2016

  Institutional 13F Filling Project • Examined 13-Fs to ensure information including share amount, option types are accurately reported • Tested portfolio market value utilized with the Bloomberg proprietary quantitative tool and Excel • Resolved failure testing result by adjusting scale factor for bonds, review corporate action announcement etc. • Participated and presented in weekly project meeting with product managers and software engineers Share Register Analysis Project • Mapped UK shareholder register information from data provider with the Bloomberg Terminal database • Identified the beneficial holder through comprehensive data-set and created Bloomberg ID for new holders • Constructed relationship structure for beneficial holder, asset manager and other entities • Improved data update frequency from semiannually to monthly by successfully completed this project Show less