I build practical financial tools that transform market data, portfolio statistics, risk measures, technical signals, sentiment, and macro information into clearer investment research and decision support.
- M.S. in Financial Mathematics (STEM) from the University of Illinois Chicago, GPA 3.90/4.00, placing in the top 1% of UIC Finance students by GPA
- Managed a $100K investment portfolio and generated $25K in realized gains; presented equity ideas to portfolio managers and ranked in the top 10% for analytical excellence
- Experience spanning equity research, portfolio construction, performance attribution, market risk, derivatives, fixed income, structured products, and HNW portfolio analysis
- Improved portfolio-data processing by 15% with SQL, supported approximately $500K in investment decisions, and automated client-ready reporting and monthly reconciliations with Power Query and Excel
- Used Bloomberg, Python, SQL, Excel, Power BI, and FactSet for idea generation, Sharpe Ratio, Information Ratio, XIRR, VaR and exposure monitoring, and reusable financial dashboards; conducted research across 20+ banks and 50+ ESG-rated firms
- CME Group University Trading Challenge winner and invited to participate in the CBOE closing-bell ceremony
The ranking below is designed for recruiters and hiring managers reviewing my work for equity research, investment analyst, portfolio analyst, market-risk, and quantitative-finance roles. It prioritizes direct market relevance, technical depth, financial interpretation, usability, and completeness.
| Rank | Project | Why it matters |
|---|---|---|
| 1 | SwingPick — NSE 500 Research Platform | My most comprehensive full-stack market project, combining stock screening, technicals, fundamentals, sentiment, sector analysis, momentum, breakouts, market news, and stock-level research views |
| 2 | NSE 500 Momentum Screener | Scans the NSE 500 and ranks stocks using ADX, MFI, relative volume, ROC, MACD, price constraints, and sector-performance analysis |
| 3 | Ensemble Portfolio Optimizer | Blends Max-Sharpe, Min-Volatility, Risk-Parity, and Momentum models with technical, sentiment, VaR, CVaR, and seasonality analytics |
| 4 | Global Markets Map | Interactive global-equity visualization designed to compare market performance across countries and regions |
| 5 | Advanced Stock Analysis | Examines intraday price, return, and volume behavior to identify meaningful market windows and unusual movements |
| 6 | Automated Portfolio Analytics & Risk Assessment | Connects portfolio performance with volatility, drawdown, risk-adjusted returns, and automated reporting |
| 7 | Stock News Sentiment | Uses financial-news text to add an alternative-data layer to market research |
| 8 | Portfolio Optimization | Demonstrates asset allocation, diversification, expected return, and portfolio-risk trade-offs |
| 9 | Black-Scholes Option Analytics | Applies option-pricing theory, payoff analysis, volatility, and sensitivity concepts |
| 10 | REIT Investment Analysis | Extends public-market research into listed real-estate securities and investment comparison |
| 11 | Economic Indicator Analysis | Connects macroeconomic information with financial-market interpretation |
| 12 | Portfolio Risk Analysis & Stress Testing | Evaluates how portfolios may behave under adverse market scenarios rather than relying only on normal-period statistics |
| 13 | Dynamic FX Risk Management & Hedging | Demonstrates hedge design, currency-risk control, and risk-adjusted performance evaluation |
| 14 | Fixed-Income Portfolio Risk & Performance Tracker | Tracks Treasury-market behavior, fixed-income returns, and portfolio risk |
| 15 | ABS Cash-Flow Simulation & IRR | Models loan cash flows, securitization tranches, and investor return outcomes |
The remaining projects are grouped below by career relevance so the complete portfolio is visible without overwhelming the profile.
| Target role | Most relevant projects |
|---|---|
| Equity Research / Investment Analyst | SwingPick, NSE 500 Momentum Screener, Advanced Stock Analysis, Stock News Sentiment, REIT Analysis, Economic Indicator Analysis |
| Portfolio Analyst / Asset Management | Ensemble Portfolio Optimizer, Automated Portfolio Analytics, Portfolio Optimization, Portfolio Performance Analyzer, Stress Testing |
| Market Risk / Quantitative Risk | Portfolio VaR, Stress Testing, Dynamic FX Hedging, Market Risk Analyst, Black-Scholes |
| Fixed Income / Structured Products | Fixed-Income Risk Tracker, Bond Portfolio Monitor, 10-Year Treasury Analysis, ABS Simulation, CLO Reporting |
| Markets Operations / Portfolio Reporting | Trade Reconciliation Dashboard, Corporate-Action & Index Analysis, Automated Reporting, Loan Data ETL |
| Financial Data / Business Analytics | Financial Insight Dashboard, Variance Forecasting, Power BI Sales Dashboard, SQL projects, anomaly detection |
1. Equity Markets, Stock Research & Macro
| Project | Primary focus |
|---|---|
| SwingPick | Full-stack NSE 500 stock-research and screening platform |
| NSE-500 | Momentum, volume, technical-factor, and sector screening |
| Global Markets Map | Cross-country equity-market visualization |
| Advanced Stock Analysis | Intraday price, return, volume, and trading-window analysis |
| Stock News Sentiment | News-based sentiment and market-research signals |
| FOMC Sentiment Analysis (private research repository) | Monetary-policy language, hawkish/dovish classification, and macro drivers |
| Economic Indicator | Economic-data interpretation for market analysis |
| REITs | Public real-estate investment analysis |
| Black-Scholes | Option pricing, payoff, volatility, and sensitivity analysis |
| Trading Error Analysis | Review and analysis of trading-related errors and outcomes |
2. Portfolio Management, Risk & Derivatives
| Project | Primary focus |
|---|---|
| Ensemble Portfolio Optimizer | Multi-model portfolio construction with market and sentiment overlays |
| Portfolio Backend | Supporting backend service for portfolio applications |
| Portfolio Optimization | Allocation, diversification, expected return, and portfolio risk |
| Automated Portfolio Analytics & Risk Assessment | Performance, risk-adjusted metrics, drawdown, and reporting |
| Portfolio Risk Analysis & Stress Testing | Scenario analysis and adverse-market portfolio behavior |
| Portfolio VaR Analysis | Value-at-Risk and portfolio loss estimation |
| Financial Portfolio Performance Analyzer | Portfolio return and performance-measurement analysis |
| Dynamic FX Risk Management & Portfolio Hedging | Currency hedging and risk-adjusted portfolio protection |
| Market Risk Analyst | Commodity exposure, P&L behavior, and market-risk measurement |
| Financial Insight Dashboard | Consolidated financial metrics and decision-support visualization |
3. Fixed Income, Credit & Structured Products
| Project | Primary focus |
|---|---|
| Fixed Income | Core bond and fixed-income analytics |
| 10-Year Treasury Yield Analysis Tool | Treasury-yield behavior and interest-rate analysis |
| Fixed-Income Portfolio Risk & Performance Tracker | Treasury returns, volatility, and risk tracking |
| Fixed-Income Portfolio Monitoring & Risk Tool | Duration, yield curve, composition, and portfolio monitoring |
| ABS Cash-Flow Simulation & IRR | Loan-pool cash flows, tranches, and investor IRR |
| CLO Reporting Python Tool | CLO compliance, portfolio monitoring, and reporting |
| Credit Syndication Analysis | Syndicated-credit and lender-participation analysis |
| Loan Portfolio Risk Management & Insights | Loan-level risk, monitoring, and portfolio insights |
| Loan Portfolio Performance Analysis | Loan performance and portfolio-quality analysis |
| Credit Score Analysis | Borrower-credit and scoring analysis |
| Real Estate Investment Tool | Real-estate investment evaluation and return analysis |
4. Markets Operations, Reporting & Financial Data Quality
| Project | Primary focus |
|---|---|
| Trade Reconciliation & Cash Monitoring Dashboard | Trade breaks, cash monitoring, margin shortfalls, and controls |
| Automated Index Calculation & Corporate-Action Analysis | Index maintenance, corporate actions, and calculation workflow |
| Automated Reporting System | Repeatable financial-reporting automation |
| Financial Variance Analysis & Forecasting | Budget-versus-actual analysis and forecasting |
| Loan Data Cleaning & Normalization | Missing values, outliers, standardization, and financial-data quality |
5. Broader Analytics, ESG, Business Intelligence & SQL
| Project | Primary focus |
|---|---|
| Energy Data Analysis & ESG Insights | Energy data, efficiency, and ESG-related analysis |
| Utility Data Validation & Anomaly Detection | Data-quality testing and unusual-pattern detection |
| Energy Benchmarking & Building Efficiency Score | Comparative efficiency measurement and scoring |
| Compensation Analytics & Pay-Equity Insights | Compensation analysis and pay-equity diagnostics |
| Power BI Sales Dashboard | Business-intelligence dashboarding and commercial KPIs |
| Customer Purchase Trends & Revenue Insights | Customer behavior, purchasing patterns, and revenue analysis |
| Sales Performance Tracker | Sales KPIs, performance monitoring, and reporting |
| Payment Optimization Analysis | Payment behavior and optimization analysis |
| Automated Expense Tracking | Expense classification and reporting automation |
| Event Ticket Profitability Analysis | Pricing, revenue, cost, and profitability analysis |
| SQL Queries | SQL practice and query development |
| SQL Queries Implementation | Applied SQL-query implementation |
Finance Equity research • Portfolio optimization • Performance attribution
VaR/CVaR • Stress testing • Fixed income • Derivatives • Hedging
Structured credit • Securitization • Market and sector analysis
Programming Python • SQL • TypeScript • JavaScript • HTML/CSS
Analytics pandas • NumPy • SciPy • statsmodels • Excel • Power Query • Power BI
Visualization Plotly • Matplotlib • Recharts • D3.js • Chart.js
Applications Streamlit • React • Express • FastAPI
Data yfinance • market-data APIs • financial statements • news and text data
I aim for each project to do more than calculate a metric. A strong financial tool should:
- Make its assumptions and methodology visible
- Validate the quality and coverage of its input data
- Connect outputs to a financial interpretation
- Show both return opportunities and risk limitations
- Produce a result that another analyst can reproduce and use
Research disclaimer: These repositories are analytical and educational projects. Their outputs are not personalized investment advice, and market data may be delayed or subject to provider limitations.