Senior Trader & Analytics at Steward Partners (2026-03 – 2026-07)
- Automated the account rebalancing workflow, reducing execution time ~95% (≈1 hour to minutes) across large amount of client accounts.
- Overhauled daily, weekly, and monthly reporting from scratch, standardizing outputs and cutting manual effort.
- Built a tax projections model and forecasting tools supporting portfolio planning and capital allocation across HNW accounts.
- Developed executive dashboards tracking budget-to-actual variance, cash flow, and operational performance.
- Presented analytical findings and recommendations to senior leadership as clear, actionable insights.
Partner at Crescent Bay Capital Management (2024-02 – 2026-02)
- Owned forecasting, cost/return modeling, and analytics for option strategies — sizing, attribution, and scenario analysis.
- Built Excel financial models evaluating strategy returns, volatility, and contribution margin across portfolios.
- Produced investment and financial reporting packages for clients and investors from complex data.
- Managed portfolio risk and built reporting infrastructure automating audit trails, performance, and exposure tracking.
Sales Trader & Analytics at Macquarie Capital India (Agency) (2021-11 – 2024-01)
- Built Excel models on exposure, liquidity, and allocation while executing institutional block/basket trades in Indian equities.
- Produced performance attribution and post-trade analysis for portfolio teams and senior-management performance reviews.
- Partnered with portfolio managers, institutional clients, and senior executives to understand their portfolio and trading objectives, tailoring execution strategy, market analysis, and performance reporting to meet their needs.
Electronic Trading & Financial Analytics at Virtu Financial (Agency) (2019-06 – 2021-08)
- Managed client coverage and electronic trading across 12 APAC markets, pairing client service with execution optimization.
- Built automated analytics on slippage, liquidity, and execution quality, delivering cost/performance reviews to desks.
- Partnered with desks to evaluate order-routing and execution ROI, improving trade outcomes and cost efficiency.
Fixed Income Operations & Analytics at JP Morgan (2017-09 – 2019-06)
- Performed P&L review, exposure monitoring, reconciliation, and risk controls across institutional fixed-income desks.
- Managed full trade-lifecycle operations allocations, settlements, corporate actions across fixed-income products.
