Background

I am a graduate from the University of Michigan's Ross School of Business, specializing in modeling & data analysis, risk assessment, and comprehensive portfolio management. I have worked in a variety of industries and roles within finance, banking, and data analytics in both privately and publicly-traded companies including, but not limited to, East West Bank (NASDAQ: EWBC), Atala Financial, and Loop Media Inc (NYSE: LPTV).

Job experience

• October 2022 - present
  Private Equity Analyst
  East West Bank
  

  Pasadena, CA, USA

  - Responsible for modeling $200MM+ in cash flow-based deals, ensuring Borrowers have adequate cash flow to service P&I payments; responsible for creating 3-statement and leveraged acquisition models for $100MM+ in portfolio-level private credit deals.
  - Closed on $500MM+ in new private equity-related loan transactions, ensuring thorough due diligence, accurate risk assessment, and adequate legal protection. Newly incepted loans have no defaults to date.
  - Assisted in the management of the current $3B+ portfolio of loans, reconciling client financial statements against financial projections, forecasting portfolio risk, and presenting quarterly review presentations to senior leadership.
  - Responsible for preparing group-wide quarterly performance deck for presentation to the CEO. Worked cross-functionally with different team leaders to reconcile quarterly financial results against existing forecasts.
  - Individually developed and implemented a client data dashboard to help relationship managers better understand holistic client profitability. In the last 6 months, the dashboard has been rolled out to and used by 100+ relationship managers bank-wide.

• June 2021 - October 2021
  Financial Analyst
  Atala Financial
  

  Calabasas, CA, USA

  - Assisted in the management of a $250MM+ portfolio of public and private securities, actively monitoring portfolio data to align client risk profiles with realized returns. Worked closely with portfolio managers and investment operations members to support new portfolio strategies and ensure client success.
  - Performed quantitative valuation analysis (discounted cash flow, net asset value, comparable company) and presented findings to senior portfolio managers to assist in investment decisions.

• June 2020 - October 2020
  Finance and Business Development Intern
  Loop Media, Inc
  

  Burbank, CA, USA

  - Premium streaming media company, with 500K+ licensed music videos, 150+ channels, and 2B+ monthly views.
  - Created customized financial models to support the closing process for prospective large-scale clients (Amazon, Huawei, Texas Roadhouse).

Education

• University of Michigan
  Bachelor's of Business Administration - Stephen M. Ross School of Business
  

  2018 - 2022