Hello, I'm Michael R.
Investment research professional with over a decade of experience in investment analysis and project management. Expert in risk analysis and data visualization. My key achievements include automating over 4000 hours of annual reporting through advanced Tableau, Power BI, Python, VBA, and SQL tools, and leading cross-departmental projects while managing up to 15 simultaneous initiatives. Recently completed data analytics and management programs through UC Berkeley and the Harvard Business School. In addition, I am currently pursuing my CFA charter.
Details
- Location
- Years of Relevant Experience10-15 years
- Highest Level of EducationDegree
Current / Most Recent Job Title
Senior Investment Risk Analyst
Industry
Specific Jurisdictions That I'm Qualified In or Can Cover
Professional Membership / Certification
CFA
Skills
Excel (Vlookup, PivotTables, Functions, Macros, VBA) Microsoft Access (Queries, Forms, Unions, SQL) Microsoft Office (PowerPoint, Word, Outlook, One Note, Teams) Tableau (Advanced) SQL (Advanced) Python (Advanced Machine Learning Neural Networks Trading Algorithms Reinforced Learning functions modularization) R (Basic) Power BI Forecasting Statistical Analysis Data Mining Data Validation Investment Analysis Portfolio Construction Snowflake Cloud Data
Areas of Professional Interest
Investment Management