Experience

GlobeFlex Capital

• United States
• Investment Management
• 1 - 100 Employee

• Investment Analyst & Assistant Trader

  • Apr 2022 - Present

• Investment Analyst

  • Apr 2019 - Present

  Conduct fundamental and quantitative research on US and International equities, including ESG research and analysis



McKinley Partners

• United States
• Real Estate
• 1 - 100 Employee

• Finance Intern

  • Sep 2018 - Jan 2019

  Wrote economic research reports and built financial models to support real estate investment decisions. Wrote economic research reports and built financial models to support real estate investment decisions.



Beacon Pointe Wealth Advisors

• MBA Consultant - Institutional Consulting Services

  • Sep 2017 - Dec 2017

  Researched and analyzed costs and risks of implementing a new investment model. Conducted research on the OCIO model and proposed an investment strategy to increase institutional investor base. Researched and analyzed costs and risks of implementing a new investment model. Conducted research on the OCIO model and proposed an investment strategy to increase institutional investor base.



Cymer

• United States
• Semiconductor Manufacturing
• 700 & Above Employee

• Business Operations Intern - Business Operations and Consolidations

  • Jun 2017 - Aug 2017

  Cymer is the largest supplier of deep ultraviolet (DUV) light sources used by chipmakers to pattern advanced semiconductor chips or integrated circuits. Performed statistical analyses to quantify forecast variances and suggest remediation measures. Presented a new business planning model to management to improve the operations process and reduce expenses by 15%. Designed and implemented a KPI dashboard to report previously unmonitored trends and metrics resulting in improved data analytics. Conducted research and stakeholder interviews to help conceptualize and design new demand forecasting and sales operations planning strategies. Show less



University of San Diego

• United States
• Higher Education
• 700 & Above Employee

• Research Assistant

  • Aug 2016 - May 2017

  Conducted research and analysis on sustainability efforts by social impact organizations and non profits nationwide to deliver gap analysis, peer bench-marking and implement solutions on future programming that resulted in increased social impact efforts at the University of San Diego. Conducted research and analysis on sustainability efforts by social impact organizations and non profits nationwide to deliver gap analysis, peer bench-marking and implement solutions on future programming that resulted in increased social impact efforts at the University of San Diego.



Abu Dhabi Commercial Bank

• United Arab Emirates
• Banking
• 700 & Above Employee

• Compliance Officer - Client Acceptance Advisory| Risk Management Group

  • Apr 2013 - Jun 2016

  Led compliance and operational risk control projects for various business lines. Created reports on transaction analysis, process gaps, due diligence investigations for submission to senior management to support risk control processes. Managed a team of five to streamline an operational risk project. Exceeded management expectations by completing the project with 66% savings in time. Subsequently selected as single point of contact for KYC risk alerts analysis process. Managed private client reviews including due diligence and transaction analysis to present insights to management and determine appropriate solutions for risk management. Selected as lead for compliance testing (wrote test scripts, defect reports and validated solutions) to successfully introduce new business scenarios. Partnered with business and technology units to gather and document business requirements, manage multiple stakeholders, understand defect scope, and communicate discrepancies to ensure these were addressed. Managed MIS reporting to support regulatory change, track development process, and monitor Key Risk Indicators that shed light on our corporate risk profile. Trained account officers and advised businesses on compliance risk, operational controls, policies, and due diligence procedures. Show less



BNP Paribas

• Investment Banking
• 1 - 100 Employee

• Credit Analyst Trainee - Corporate and Institutional Banking

  • Nov 2012 - Jan 2013

  Conducted research on companies and related industries, interpreted financial statements, and built financial models to determine trends; wrote credit proposals that highlight lending exposure and present credit extension recommendations based on credit risk analyses. Examined profitability, leverage, and liquidity risk indicators to comment on business outlook and operating results and drafted credit memos for submission to the Credit Risk Committee. Conducted research on companies and related industries, interpreted financial statements, and built financial models to determine trends; wrote credit proposals that highlight lending exposure and present credit extension recommendations based on credit risk analyses. Examined profitability, leverage, and liquidity risk indicators to comment on business outlook and operating results and drafted credit memos for submission to the Credit Risk Committee.



KPMG

• Brazil
• Construction

• Transactions and Restructuring Analyst - Transactions Advisory Services

  • May 2011 - Jul 2012

  Financial due diligence projects on M&A deals for clients across several industries (including Healthcare, Manufacturing, Retail, Energy and Technology industries) by analyzing quality of earnings, free cash flows, financial statement integrity, capital expenditure, working capital, unusual or non-recurring adjustments, significant operating and financial trends etc. Focus areas include target company research and pre-deal evaluation, financial and trend analysis, application of GAAP, commenting on business, operations, and balance sheet outlook to provide actionable feedback. Subsequently managed lender due diligence projects focused on analysis of accounts receivable, accounts payable, and inventory of clients to assess ineligible assets and determine borrowing base for asset-based lending. Managed day-to-day communication with senior members of the deal team, acquisition targets and clients. Prepared aging schedules, workpapers to advice lending institutions on financing transactions. Partnered with engagement managers to create presentations and pitch decks. Show less



KPMG UAE

• 1 - 100 Employee

• Audit Intern

  • May 2010 - May 2010

  Audited financial statements, prepared audit work papers, tested controls and processes of clients. Audited financial statements, prepared audit work papers, tested controls and processes of clients.