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Wealth Management Analyst - Data Scientist

Location:
New York, NY
Salary:
150000
Posted:
December 14, 2023

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Resume:

Saul Hernandez

New York, NY ***** ad1ytw@r.postjobfree.com

www.linkedin.com/in/saulhe https://github.com/saulh1207/projects

973-***-****

SUMMARY

An ambitious learner with a desire to understand central issues and concepts and their potential impact through problem solving and out-of-the box thinking. Has experience in wealth management operations, data science/analytics, and project management with skills in Python, R, SQL, and visualization applications (Tableau and Gephi). Known for strong initiative, efficiency, and challenging legacy processes to find enhancements, while still providing effective communication of complex ideas and a positive team experience. SKILLS

Languages: Python, R, SQL

Certifications: LinkedIn SQL Certification, Watson Discovery Foundations, Watson Assistant Foundations, Deep Learning Foundations, Deep Learning with TensorFlow

Skills: Excel, IBM Watson Assistant, IBM Cloud Functions, Cloud Object Storage, Tableau, Power BI, Microsoft Office, Time Series Analysis, Machine Learning, Clustering, Neural Networks, Statistical Analysis, Big Data Analysis and Visualization, Web Scraping, Data Mining, Data Cleansing, Data Analytics, Bilingual - (English and Spanish) WORK & LEADERSHIP EXPERIENCE

Morgan Stanley New York, NY

Tailored Lending Analyst December 2021 – Present

• Consolidate and analyze raw data from various sources for use in reporting for senior management and executive leadership. Created excel macros and utilized various excel functions including VLOOKUP and XLOOKUP to reduce the time taken to complete CCAR and daily reporting, saving over 70 hours quarterly.

• Lead a project to digitally catalog and store over 140 boxes of loan documents spanning 15 years and improve receipt procedures to optimize storage and accessibility for future analysis. The physical space needed was reduced by 50%.

• Leads the ongoing automation efforts in operations data reporting, using skills in python to create command files that perform and send out typically manual reports.

• Serves as the Tailored Lending data SME, planning and executing projects alongside cross-functional teams that include KPI dashboard updates and report migration and creation.

• Work with various sales and client facing teams to initiate and book loans for ultra-high net worth clients.

• Train incoming analysts on procedures for loan maintenance and reporting. EDUCATION

Steven’s Institute of Technology, Hoboken, NJ

Master of Science (M.S.) September 2021 – May 2023

• Field of Study: Data Science

• GPA: 3.668

• Project Work:

• NFL Spread Prediction: Utilized decision trees, neural networks, and logistic regressions to create 3 different variants of a predictive model to advise whether a user should statistically take a bet on the spread that currently exists for an NFL game. The neural network model, which ended up being the best, was ~90% accurate in correctly predicting whether a bet should be placed and the side of the spread that should be bet on.

• NFL Spread Predictor Python Notebook

• Recipe Suggestion Application: Created an application using Watson tools that would interact with a user, collect dietary restrictions and preferences, peruse through a dataset of ~30,000 recipes from Food.com, and return the top 3 best matches based on cosine similarity and filtering back to the user.

• IBM Cloud Functions Python Code

• IBM Watson Assistant JSON Code

Villanova University, College of Liberal Arts and Sciences Villanova, PA Bachelor of Science (B.S.) August 2017 – May 2021

• Major: Biology

• Minor: Economics, Business

• Dean’s List – Spring 2018, Spring 2020, Summer 2020

• Coursework: Data Science, Excel, Game Theory, Analytics and Information Technologies INTERESTS

Golf, Baseball, Music, Comedy, Reading, Traveling, Cooking, Molecular Biology, Predictive Modeling, Computer Building, Natural Language Processing



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