Economics undergraduate at Baruch College graduating December 2026, with equity research experience on newly listed U.S. companies and an independent practice, Ken Capital, publishing reproducible market research. Passed all three CMT Program examinations (charter pending); CFA Program Level I candidate; seeking investment analyst and portfolio research roles.
Education
Baruch College, Zicklin School of Business (CUNY)
BBA in Economics · GPA 3.5 / 4.0
Borough of Manhattan Community College (CUNY)
AS in Business Administration · Phi Theta Kappa · GPA 3.98 / 4.0
Experience
College Assistant, Enrollment Contact Center
Mar 2025 – PresentBorough of Manhattan Community College (CUNY) · New York, NY
- Resolved 10,000+ student inquiries across financial aid, bursar, registrar, and admissions under FERPA; built AI-assisted documentation workflows that cut case-logging time 50–60%.
Business Writer
Feb 2026 – Apr 2026The Ticker, Baruch College
- Published markets and economics articles translating technical finance topics into accessible, source-driven analysis.
Junior Investment Analyst Intern
Oct 2025 – Dec 2025Wealth Mill
- Produced weekly five-page equity research reports on 5+ newly listed U.S. companies from primary filings, company fundamentals, comparable-company valuation, and Fed policy and macro context.
- Issued Buy / Neutral / Sell recommendations backed by catalysts, institutional demand, relative valuation, and key risks; owned each report end-to-end, from data gathering and valuation cross-checks to sourcing and final QA.
Independent Research & Entrepreneurship
Ken Capital — Independent Investment Research
2026 – PresentFounder & Research Author · ken-capital.com
- Publish independent investment research from primary and academic sources — econometric tests, valuation, technical analysis — with stated assumptions, limitations, robustness checks, and explicit invalidation criteria for each thesis.
- Rejected a spurious fed funds–mortgage rate regression by re-testing 300 monthly observations with Newey–West errors, cointegration and Chow tests, and 180 chronological out-of-sample predictions against a no-change benchmark; published the workbooks, and exhibits regenerate from source data in Python with automated checks against the printed figures.
KenKen Studios LLC / KenKen Photography
2026 – PresentFounder · kenkenphoto.com
- Founded an NYC photography business and converted early outreach into 2 paying clients and first revenue; own pricing, client communication, shoots, editing, and delivery end-to-end.
- Built its operating systems: a trilingual (English, Simplified and Traditional Chinese) site and inquiry workflow, plus a booking pipeline with scheduling, Stripe Checkout payment infrastructure, e-signed agreements, and automated confirmations.
Professional Affiliations
CMT Association, Active Member
2023 – PresentCFA Society New York, Student Member
2025 – PresentCertifications & Publication
- CMT Program: Passed Level III (2025); charter pending qualifying experience and membership requirements.
- CFA Program: Level I candidate.
- Publication: Investing: Bet You're Playing the Loser's Game (2024); proceeds donated to the CMT Association and Baruch College Library.
Skills
Research & Analysis: Equity research, financial statement analysis, DCF and comparable-company valuation, factor analysis, portfolio construction, risk analysis
Tools: Bloomberg Terminal; Excel (modeling, valuation); Python (pandas, statsmodels, SciPy) for investment analysis
Languages: English (native), Mandarin Chinese (native)