CARL TUN
Huntington Beach,CA
Summary
Results-driven Financial Analyst with expertise in equity research, financial modeling, and portfolio management. Proven track record of outperforming benchmarks, optimizing investment strategies, and driving profitability through data-driven insights. Skilled in Python, SQL, Tableau, and risk management.
Overview
4
4
years of professional experience
Work History
Equity Analyst
Global Equity Fund
05.2023 - 08.2024
- Managed a $1.2M portfolio, conducting in-depth DCF valuation analysis on 60+ holdings. Implemented a disciplined rebalancing strategy that generated a 15% annualized return, outperforming the benchmark by 500 basis points.
- Developed machine learning models in Python to forecast stock performance and optimize sector allocation. These models contributed to a 400 bps improvement in portfolio alpha relative to the MSCI ACWI ex-US index.
Market & Financial Strategy Consultant
Bludot.io
05.2023 - 08.2023
- Built a tiered pricing model using regression analysis (R), lifting customer retention by 25% and revenue by $120K in 6 months.
- Conducted competitive benchmarking, identifying untapped markets that drove 10% YoY growth.
Financial Consultant, Training Program
Shea Radiance
05.2023 - 08.2023
- Overhauled financial forecasting models to uncover $150k in cost inefficiencies and use ERP-driven inventory optimization to reduce stockouts by 20% and cutting carrying costs by $30k annually.
- Developed and deployed a dynamic pricing model using elasticity analysis, lifting gross profits by 12% through data-driven adjustments.
Marketing & Data Analyst Intern
NAMI West Central Indiana
01.2021 - 05.2021
- Drove a 15% boost in audience retention and 12% higher donor conversions by launching data-backed marketing campaigns, while using Google Analytics to optimize social media content - expanding total reach by 25% within six months.
- Supported financial analysis by consolidating and examining budget data, aiding in cost optimization efforts.
Operations & Financial Analyst Intern
Sein Shwe Win Mining Industrial Co., Ltd.
05.2020 - 08.2020
- Reduced operational expenses by 30% through process optimization initiatives while implementing automated Tableau dashboards that decreased reporting time by 40%.
- Evaluated 10 capital projects ($500K-$2M) to identify and prioritize high-ROI opportunities, enhancing overall investment returns.
Education
Master of Science - Quantitative Finance
University of Maryland – Robert H. Smith School of Business
College Park, MD05.2024
Bachelor of Science - Finance
Purdue University, Krannert School of Management
West Lafayette, IN05.2022
Skills
- Financial modeling (DCF, LBO), budget management, cost analysis, financial reporting (GAAP), variance analysis, database management (SQL), data analysis (Python, Tableau), process optimization, KPI dashboards
Timeline
Market & Financial Strategy Consultant
Bludot.io
05.2023 - 08.2023
Financial Consultant, Training Program
Shea Radiance
05.2023 - 08.2023
Equity Analyst
Global Equity Fund
05.2023 - 08.2024
Marketing & Data Analyst Intern
NAMI West Central Indiana
01.2021 - 05.2021
Operations & Financial Analyst Intern
Sein Shwe Win Mining Industrial Co., Ltd.
05.2020 - 08.2020
Master of Science - Quantitative Finance
University of Maryland – Robert H. Smith School of Business
Bachelor of Science - Finance
Purdue University, Krannert School of Management
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