Edaurdo Ramirez

my data science portfolio

Introduction

Portfolio Introduction

This portfolio was created as part of the Data Science minor at Brigham Young University, showcasing my skills and experiences in three key areas: Data Analysis, Machine Learning, and Data Visualization. Its primary purpose is to demonstrate the knowledge I have gained throughout the program and how I have applied it to real-world data challenges.

While many of the projects were completed within a university setting and contain sensitive information that cannot be shared publicly due to academic integrity policies, I have included select projects that highlight my capabilities.

CFA Institute Research Challenge: A Transformative Experience

Participating in the CFA Institute Research Challenge was one of the most rewarding experiences of my academic journey. This competition allowed me to step into the role of a financial research analyst, gaining invaluable hands-on experience in financial analysis, valuation, report writing, and professional ethics.

As part of a dedicated team, I worked closely with my peers, a faculty advisor, and an industry mentor to analyze a publicly traded company and produce a comprehensive written report and presentation. The process was both challenging and exhilarating, testing my analytical abilities, teamwork, and communication skills in a high-pressure environment.

Through this competition, I improved my ability to: - Conduct detailed equity research and financial valuation. - Present complex financial findings clearly and persuasively. - Collaborate effectively within a team while meeting tight deadlines.

The experience also provided me with a unique opportunity to engage with professionals in the financial industry, receive constructive feedback, and gain insights into real-world applications of finance. Competing at a high level pushed me to grow both personally and professionally, leaving me better prepared to tackle future challenges in my career.

Overall, the CFA Institute Research Challenge was a transformative experience that deepened my passion for finance and strengthened my readiness for the professional world.

CFA Report word doc download

Download CFA report

Capital Research for Radius Recycling (RDUS)

  1. RDUS Capital Structure Analysis:
    • Conducted a detailed analysis of RDUS’s financial leverage and its impact on earnings per share (EPS).
    • Assessed scenarios under different economic conditions (recession, current, and boom) to evaluate debt reliance and working capital strategies.
    • Proposed a shift toward short-term borrowing and asset optimization to improve liquidity.
  1. RDUS Capital Structure Analysis #2:
    • Explored optimal capital structure using the Weighted Average Cost of Capital (WACC) framework.
    • Evaluated RDUS’s current debt-to-equity ratio against industry standards, recommending a reduction in long-term debt.
    • Highlighted strategies to align with an optimal D/E ratio to lower financial risks and borrowing costs.
  1. RDUS Statistical Research (OLS):
    • Performed Ordinary Least Squares (OLS) regression to investigate the relationship between accounts receivable and net income.
    • Identified key factors affecting RDUS’s profitability, emphasizing the limited explanatory power of receivables on earnings.
    • Recommended extending credit cautiously, supported by data trends and historical averages.

Applied Time Series Research

  1. China Export Commodities Time Series Analysis:
    • Applied time series techniques to analyze trends, seasonality, and irregularities in China’s export commodity data from 1990 to the present.
    • Conducted a classical multiplicative decomposition to distinguish long-term growth patterns, seasonal cycles, and random shocks influenced by macroeconomic events.
    • Provided actionable insights into optimizing trade strategies by leveraging seasonal trends and mitigating risks from unpredictable disruptions.

Intermediate Macroeconomic Model

  1. Aggregate Demand–Aggregate Supply model
    • Built the Aggregate Demand and Aggregate Supply (AD-AS) model from scratch using advanced calculus and complex mathematical formulations.
    • Incorporated key parameters like inflation rates, short-run output, and Taylor rule adjustments to simulate dynamic economic behaviors.
    • Developed functions to compute short-run equilibrium, inflation stabilization, and policy effects, relying on rigorous mathematical foundations.
    • Simulated scenarios such as the COVID-19 economic crisis to analyze policy responses, including changes in interest rates and fiscal interventions.
    • Generated visualizations to interpret model outputs and validate theoretical assumptions against real-world data.

Investment Society Leadership and Financial Research

  1. Bloomberg Terminal Financial Research:
    • Developed comprehensive guides and templates for navigating the Bloomberg Terminal to analyze equities, financial statements, and key ratios.
    • Regularly lead presentations as the Investment Society President, teaching students how to effectively use Bloomberg for financial data research and decision-making.
    • Focused on creating efficient workflows, including custom templates for financial analysis and integrating Bloomberg data with Excel for streamlined calculations.
    • Emphasized the importance of understanding field definitions and methodology to ensure accurate and insightful financial analysis.
    • Template link is one of the sample Bloomberg templates I made.
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