Kevin Yue

Buy Side Bootcamp at Fordham Alternative Investments Club
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Contact Information
us****@****om
(386) 825-5501
Location
Bronx, New York, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Buy Side Bootcamp
      • Oct 2023 - Present

      New York, United States -Selected as 1 of 8 sophomores from 100 applicants based on demonstrated interest, case study proficiency, and an interview -Developing technical skills in DCF and LBO modeling, distressed debt and stock pitches, and fundamental research -Building professional presence through exclusive industry networking events and individualized interview preparation

    • Private Equity Research Analyst
      • Sep 2022 - Present

      New York, United States -Develop necessary skills for hedge fund portfolio management including portfolio construction, risk management, and research -Work in small groups to develop research reports, investment strategies, and compete in stock pitch competitions -Track and present overview of private equity industry performance and key players utilizing cumulative and annualized returns volatility, and Sharpe ratio -Identify trends in financial markets and investment strategies including long/short equity… Show more -Develop necessary skills for hedge fund portfolio management including portfolio construction, risk management, and research -Work in small groups to develop research reports, investment strategies, and compete in stock pitch competitions -Track and present overview of private equity industry performance and key players utilizing cumulative and annualized returns volatility, and Sharpe ratio -Identify trends in financial markets and investment strategies including long/short equity and general equity

    • Industrial Machinery Manufacturing
    • 700 & Above Employee
    • Financial Planning and Analysis Intern
      • May 2023 - Aug 2023

      Kennesaw, Georgia, United States -Load and query weekly orders and functional cost reporting using SQL, MSD, and Hyperion Financial Management -Modeling field labor utilization, T&M revenue and margin, cash flow, and EBIT in Power BI and Excel dashboards -Maintain price/cost impact through variance analysis in top line, AR, and cash flow reports to forecasts and annual plan

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Consulting Intern
      • Aug 2021 - May 2022

      Atlanta, Georgia, United States -Performed competitive analysis projects of product portfolios and company claims for potential investors -Prepared management presentations for clients involving market share, competitors, and key claims -Collected, organized, and consolidated market research data from MCNs and TMT companies into management presentations -Assisted with the development and implementation of strategic marketing plans to maximize brand recognition

    • Officer
      • Aug 2020 - May 2022

      Johns Creek, Georgia, United States -Competed in SIFMA Foundation Stock Market Game against students across the United States to maximize returns -Performed technical and fundamental analysis across a diverse range of industries to curate potential investments -Invested $100,000 in stocks, ETFs, bonds, mutual funds and other assets using a simulated stock exchange -Proposed and executed trades to minimize risk exposure and diversify investment portfolio according to market trends

    • United States
    • Higher Education
    • 300 - 400 Employee
    • Accelerated Business Program
      • Jun 2021 - Jun 2021

      Athens, Georgia, United States -Collaborated with peers and placed second in a case competition to design and present a solution to the digital divide -Attended career workshops with local executives from PwC, Travelers, and AT&T to develop leadership skills -Networked with peers, industry leaders, and local professionals to gain industry-specific knowledge and experience -Participated in mock interviews, team-building exercises, and leadership workshops to refine professional abilities

    • United States
    • Restaurants
    • Server
      • Feb 2019 - Aug 2019

      Johns Creek, Georgia, United States -Ensured optimal guest experience by seating guests, taking orders, and serving dishes with a positive attitude -Effectively communicated with restaurant staff and managed orders in a fast-paced environment -Fostered relationships with repeat guests and skillfully addressed and anticipated customers’ service needs -Recruited 3 new employees and trained junior servers on service expectations, safety procedures, and restaurant protocols

    • United States
    • Appliances, Electrical, and Electronics Manufacturing
    • 1 - 100 Employee
    • Intern
      • May 2018 - Aug 2018

      Suwanee, Georgia, United States -Facilitated over $10,000 in transactions of landscape lights for contractors and businesses from across the Southeast -Communicated and recorded sales invoices, product deliveries, pricing, and product descriptions with clients -Registered product orders, packaged products, and scheduled product deliveries for over 50 clients at warehouse -Helped organize and calculate revenue, operating costs, income, and net profit using Microsoft Excel and Quickbooks

Education

  • Fordham Gabelli School of Business
    Bachelor of Science - BS, Finance, General
    2022 - 2026
  • Northview High School
    High School Diploma, Summa Cum Laude
    2018 - 2022

Community

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