Professional Experience
My journey through financial analysis, private equity, data science, and AI automation. Each role has contributed to building expertise in quantitative analysis and technology innovation.
$250M+
Models Built
Total value of financial models and deals analyzed
90%
Efficiency Gain
Time saved through automation and optimization
3K+
Leads Managed
Startup leads and investor connections facilitated
20%
ROI Improvement
Average return improvement across projects
Career Timeline
Lead Data Analyst Intern
Silicon Valley Innovation & Entrepreneurship Forum (SVIEF)
- Engineered an LLM-powered outreach platform (Python, Postgres) that personalized templates & auto-sent emails
- Tracked open/click/reply rates, managed 3K+ leads and 50 LP/GPs, sent 1K+ emails/day, cut outreach time 90%
- Analyzed investor–startup fit in Power BI across check size, stage & geo, coordinated 15 LP/GP and founder demos
- Delivered a 20% proposal conversion rate through data-driven matching algorithms
Private Equity Analyst Intern
Lionchase North America
- Built driver-based models in Excel (macros) & EPM (Essbase) for 5 real estate deals ($250M)
- Automated SQL querying & Smart View refreshes to deliver real-time cash flow & P&L analytics, cutting projected expense 15%
- Developed & presented 3 Private Placement Memorandums at key investor conferences, secured $10M funding
- Led team of 6 to engineer a scenario-testing engine in Excel VBA for 3 private credit funds ($99M), lifted projected return by 20%
Data Analyst Intern
Triangle Accounting
- Analyzed high-volume data transactions for 30+ clients using QuickBooks & AI bookkeeping tool Datamond
- Ensured data accuracy in payroll records & tax forms, leveraging automation to identify tax savings
- Audited 1099-K and Form 1120 filings, identified discrepancies, and prevented $40K+ in IRS penalties
Venture Capital Intern, Master of Ceremony
Canton Venture & Incubator Investment Co.
- Developed a Python Pandas pipeline to wrangle heterogeneous datasets into a match-score algorithm for pairing investors with startups
- Presented strategy with visualization to 200+ professionals, facilitating 5 matches
- Performed market due diligence for 5 pharmaceutical start-ups, used Excel and structured term sheets for 3 ventures
Lead Data Analyst
UCSB Global Internship Program
- Led a team of 7 to build an Excel budget optimizer with Power Query data-quality checks
- Used PivotTables and sensitivity analysis to surface savings of $5K+ per semester for students
- Pioneered Google Analytics to optimize real-time marketing campaigns, achieved 25% increase in email click-through rates and 18% uptick in lead conversions
Skills Development
How my technical expertise has evolved through different roles and projects.
Finance & Analysis
Data & Programming
AI & Automation
Education & Learning
Academic foundation and continuous learning journey.
B.S. Financial Mathematics & Statistics; B.A. Economics & Accounting
UCSB
- STEM Scholarship for African and Asian Students (top 3% of students)
- Dean's Honor List
- Study abroad: Sciences Po Paris (Law & Regulation)
- University of Hong Kong (Economics & Finance)
- Coursework: Math Finance, Regression Analysis, Machine Learning, Numerical Analysis, Stochastic Processes
Ready for the Next Challenge
With a proven track record in financial modeling, data analysis, and AI automation, I'm excited to bring my expertise to new challenges and innovative projects.