Clients rely on my expertise in three core skill sets as outlined below:
Financial Modeling
Assemble spreadsheets and draw charts and graphs used to illustrate technical reports, using computer.
Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions.
Confer with traders to identify and communicate risks associated with specific trading strategies and positions.
Maintain knowledge and stay abreast of developments in the fields of industrial technology, business, finance, and economic theory.
Interpret data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences.
Monitor fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews.
Recommend investments and investment timing to companies, investment firm staff, or the investing public.
Determine the prices at which securities should be syndicated and offered to the public.
Prepare plans of action for investment based on financial analyses.
Evaluate and compare the relative quality of various securities in a given industry.
Present oral and written reports on general economic trends, individual corporations, and entire industries.
Risk Analysis
Identify and analyze areas of potential risk to the earning capacity, assets, or success of the organization.
Identify key risks and mitigating factors of potential investments, such as asset types and values, legal and ownership structures, goodwill, customer bases, or industry segments.
Conduct statistical analyses to quantify risk, using statistical analysis software and econometric models.
Document, and ensure communication of key risks.
Devise systems and processes to monitor validity of risk modeling outputs.
Develop and implement risk-assessment models and methodologies.
Gather risk-related data from internal or external resources.
Plan, formulate, and contribute to development of risk management policies and systems.
Produce reports and presentations that outline findings, explain risk positions, and recommend changes.
Recommend ways to control or reduce risk.
Track, measure, and report on aspects of market risk for traded issues.
Analyze new legislation to determine impact on risk exposure.
Consult financial literature to ensure use of the latest models and statistical techniques.
Develop contingency plans to deal with risk emergencies.
Devise scenario analyses reflecting possible severe market events.
Maintain input and data quality of risk management systems.
Meet with clients to answer questions on subjects such as risk exposure, market scenarios, cash-flows-at-risk (CaR), and value-at-risk (VaR) analytics.
Provide statistical modeling advice as required.
Review and draft risk disclosures for offering documents.
Training
Prepare and deliver courses on topics such as risk analysis, financial analysis, econometrics, and macroeconomics.
Prepare course materials such as syllabi, homework assignments, and handouts.
Evaluate and grade learners' class work, assignments, and papers.
Compile, administer, and grade examinations, or assign this work to others.
Keep abreast of developments in the field by reading current literature, talking with colleagues, and participating in professional conferences.
Maintain student attendance records, grades, and other required records.
Initiate, facilitate, and moderate classroom discussions.
Maintain regularly scheduled office hours to advise and assist learners.
Select and obtain materials and supplies such as textbooks.
Plan, evaluate, and revise curricula, course content, course materials, and methods of instruction.
