Portfolio Projects

Professional Experience

• Conducted fundamental and technical research on fixed-income instruments, assisting in portfolio maintenance investment diligence, and idea generation.
• Constructed and updated various financial models, including portfolio-level analytics, company forecasting, and credit analysis.
• Routinely analyzed and summarized public companies’ and money center banks’ earnings calls.
• Completed analysis and assessed the probability of default in various junk-rated debt securities within the real estate and telecom sectors.

• Developed 2 financial modeling Excel templates and supporting materials to standardize and enhance the firm’s deliverables, through critical analysis of the current process, secondary research on industry best practices, and collaboration with industry experts to identify the optimal outcome. Reduced delivery time by 40%.
• Advised on a transformational project to enhance the company’s service and delivery.

• Led multiple modeling projects for a real estate development of varying sizes to aid return optimization and fundraising
• Liaised between key management personnel to support an internal initiative to maintain accessibility, retrievability, and flexibility for the company’s digital archive
• Participated in the company’s social initiative to enhance investment readiness of small and medium enterprises in Cambodia through the provision of education and mentorship

• Led a financial model development to establish a valuation for an analytics company
• Conducted secondary research, liaised communication between technical experts and stakeholder, and drive discussions to assist crafting the client’s offerings, charging models, and drafting an operational timeline
• Assisted in building pitch decks for various purposes such as shareholder updates, progress documentation, and operational team alignment

• Assisted in an asset-based valuation to support a client’s acquisition decision of a media company
• Supported in scenario analysis to optimize the business model and create synergies
• Conducted primary and secondary market research, developed presentation materials, and delivered them to the client under the supervisor’s guidance

• Prepared official custom documents for clients’ cargos to enter Cambodia.
• Coordinate delivery & storage of clients’ cargo domestically
• Manage the company’s dry port storage & cargo release of shipments from the eastern borders of Cambodia
• Facilitate correct charges to the client by using an internal system to monitor cargo counts, storage days, counts of lagging days due to delayed documentation and other billable components

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Licenses & Certifications

Business Intelligence & Data Analyst (BIDA)

Corporate Finance Institute (CFI) | June 2023 | View credential

Project Management Life Cycle

EdX | Nov 2021

Commercial Real Estate Finance Specialization

Corporate Finance Institute (CFI) | June 2023 | View credential

Venture Deals Spring 2021

Kauffman Fellows | May 2021 | Credential ID 10581-2348539

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Education

Masters of Science in Business Analytics – Finance Analytics

University of Massachusetts – Lowell
Lowell, MA | Sep 2022 – Dec 2023

Bachelor of Science – BS, Business Administration

University of Arizona
Tucson, AZ | Aug 2016 – May 2020
(Dual Degree program with the American University of Phnom Penh)

Bachelor of Science – BS, Business Administration

American University of Phnom Penh
Phnom Penh, Cambodia | Aug 2016 – May 2020

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