Project Overview

Showcasing my academic projects.

  • Co-authored a detailed Equity Research Report on Lululemon, employing methods like DCF and DDM for stock analysis.

  • Presented analytical findings to peers, highlighting key investment insights.

  • Contributed to financial modeling and market analysis, enhancing understanding of Lululemon’s competitive stance.

  • Supported decision-making for potential investors through rigorous financial evaluation.

Equity Research Report: Lululemon (LULU)
Lippes Mathias LLP

  • Created and maintained an Excel-based database for dynamic profitability analysis using pivot tables and slicers.

  • Implemented conditional formatting to enhance the readability and aesthetics of financial data.

  • Developed a comprehensive profitability dashboard for ongoing strategic decision-making.

  • Enabled interactive data exploration to support business strategy evaluation.

Strategic Bond Portfolio Management

  • Performed in-depth analytics on corporate and municipal bonds using Excel to assess metrics such as Yield to Call, Duration, and Convexity.

  • Managed a $1M corporate bond portfolio, analyzing allocations and conducting sensitivity analyses for interest rate impact.

  • Researched municipal bond data on the MSRB EMMA website, detailing issuer information, fund uses, and tax benefits.

  • Documented and presented results adhering to rigorous project guidelines to ensure precise and transparent financial analysis.

  • Transformed an outdated fixed asset database into three distinct, site-specific databases using Excel to streamline asset management.

  • Developed detailed asset spreadsheets with advanced Excel functions like VLOOKUP for accuracy.

  • Established asset class codes for improved tracking and management.

  • Collaborated with the finance team to ensure data accuracy and compliance.

Whiting Door Manufacturing Corp