Applied Financial Economics Portfolio
Undergraduate highlights in analysis, certification & leadership
Bloomberg Terminal Certifications
Bloomberg Market Concepts 
Issued: 2022‑12
Environmental Social Governance 
Issued: 2025‑04
Investment Society Leadership Roles
I started serving in the Investment Society in 2022, where I have held various leadership positions. My roles have included: Secreaty, Vice President, Bloomberg Specialist, and Society President. I have also been a member of the Society’s Executive Board, where I have helped to shape the direction and strategy of the organization.
During this time I obtain the Bloomberg BMC and ESG certificates, led and encouraged students to participated in the 2023 and 2024 Bloomberg Global Trading Challenge, where we consistently saw positive returns and rank among the top teams worldwide. I also organized and led weekly meetings, where we discussed current market trends, investment strategies, and the latest news in the financial world.
2024 Bloomberg Global Trading Challenge — Team Performance
Result: Top 11% worldwide — Rank 265 / 2 520 teams
Return: +10.0 % over six weeks (long U.S. equities)
My role: Team captain & macro strategist
- Built Equity Research‑based factor scren eqs - Dupont ROE model to identify undervalued stocks - Debriefed trades to the Investment Society weekly
Investment Society Teams Performance
Proprietary Valuation Models
Dupont ROE Decomposition Template
dupont_model.xlsx – dynamic 5‑year driver input → rolling ROE bridge.
Bloomberg‑Style EQS Screener
eqs_screen.R – replicates EQS output in R using tidyquant, rvest.
add eqs model here (link if shiny app is hosted)