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Summer Analyst
FemaleMedia ConsultantLive in United StatesNationality
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Work experience
Summer Analyst
Lions Financial2024.07-2024.09(3 months)• Gathered S&P 500 data using Bloomberg, matplotlib and APIs. Performed 50/200-day moving averages using Python and Excel, highlighting 18% stock growth trends in Tableau. • Analyzed 5 years of IPO stock data for clients using Python (pandas, yfinance) and built a DCF model with a 10% WACC, delivering 12% potential upside. • Built VaR models, optimized portfolios with an 8% return increase, and backtested strategies using Python and scenario analysis. • Compared index performance with peer indices and visualized EPS growth.Summer Analyst
Citibank2023.07-2023.08(2 months)using comparable SWOT analysis. • Assisted in comprehensive financial modeling, market research, peer analysis, risk management and due diligence. • Mitigated risk factors, resulting in pricing recommendations within 5% of industry standards. • Lead the communication and translation between US and HK teams.Data Analyst
Evergreen Investment2022.06-2022.08(3 months)• Designed taxonomy on a SQL-based relational database focusing in mortgages and real estate investments. • Analyzed data of Won Deals and automated tasks and projects for individual deals using CRM. • Scrapped websites data with Python into CSV file, created a financial forecasting visual.Research Analyst
Vera Labs Venture Capital2022.01-2022.05(5 months)• Project Avatar: Downward adjusted a company's apparent NAV by over 20% through valuation techniques on the company's balance sheet, especially on its digital assets, including valuation and comparative analysis. • Vera Labs portfolio grew by 10% with applying strategies to value prospective investments and partnerships, including AI to assess the maturity of digital assets. • Completed due diligence and analyzed 10+ pitch decks for crypto start-ups that offer decentralized financing, NFT mortgages, and rentals.Local College Collaborative
Goldman Sachs2022.01-2022.05(5 months)• Explored potential implementations given a 500,000 USD budget over a period of 6-12 months, addressing all parts of the work environment including privacy, and available technologies (eg: Microsoft Azure). • Provided strategy consulting for utilizing AR/VR and other Metaverse technologies to improve workplace collaboration. • One of the 40 applicants selected out of 20,000 to work with Goldman Sachs employees on market research. • Used Excel modelling to conduct financial analysis on cost estimates of CapEx, OPEX and ROI. • Lead the presentation with audience cross senior VPs and executive management. EXTRACURRICULARS
Educational experience
Columbia University
Financial Economics, minor in Computer Science.2025.05-2025.05
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