Titan Capital Management - Credit Analyst - June 2018 to Present
As member of Titan Capital Management, we manage $1.4 million for the Cal State Fullerton Philanthropic Foundation. We are a small team of determined students who push each other for academic success. Under the fixed income team of TCM, I use a top-down investment approach for our bond portfolio and use Bloomberg Terminals to research economic and corporate data. I'm always learning something new with this program and expanding my financial knowledge.
Cal State Fullerton Student Managed Investment Fund - Equity Analyst - Feb 2017 to May 2018
CSUF Student Managed Investment Fund (SMIF) manages money for the CFA Society of Orange County, which uses the funds to support scholarships for CFA scholarships. This programs allows students to have hands-on investment experience. As a member of the CSUF SMIF, I was part of the equity analyst team. This was my first experience with investments. I was to conduct research on equities that would best fit our portfolio using a top-down or bottom-up approach. Our buy reports included DCF model, financial analysis, and company risks. In Spring 2018, I was selected to present with a team to the investment committee about our portfolio's quarterly performance.
Plums Cafe & Catering - Assistant Bookkeeper - 2015 to Present
As an assistant bookkeeper, my task is to keep reports updated and add invoices into QuickBooks. I also assist with payroll by updating a tips report every week. As a popular restaurant in the Orange County area, we receive many vendor invoices. I have a strong attention to detail because each vendor item must be separated into different categories in QuickBooks. Working for a small business, I'm always prepared to take on multiple roles.
- Capital Markets and Fixed Income Analysis
- Financial Analysis for Investors and Lenders
- Options and Futures
- Intermediate Macroeconomics Analysis
- Introduction to Investments