Financial / Investment Analyst

Timothy Lin

+1-626-***-**** adhomd@r.postjobfree.com

EXPERIENCE

Confidence Wealth & Insurance Solutions Torrance, CA

Client Service Specialist 2019 – 2020

Conducted Monte Carlo simulation on income and spending budgets of high-net-worth clients

Wrote reports on financial planning, incorporating clients’ goals, risk framework and monthly performance hurdles

Alaska Permanent Capital Mgmt. Anchorage, AK

Investment Analyst 2017 – 2018

Built financial models on banking, consumer and technology companies, utilizing pivot tables, access, excel

Initiated trade support, portfolio and performance attribution analysis

Shanda Group Singapore

Investment Analyst 2015 – 2016

Presented investment ideas, using assumptions derived from interviewing management teams, SEC filings

Pacific Investment Management Company (PIMCO) Newport Beach, CA

Credit Research Analyst 2011 – 2014

Analyzed and monitored more than 60 investment grade and high yield companies across industries

Built capital-adequacy models of the banking system in Cyprus; the report was utilized by the European Central Bank and International Monetary Fund

Performed distressed recovery analysis for a specialty finance company under different restructuring scenarios; investment resulted in +30% return

Charles River Associates (CRA) Boston, MA

Associate (Consultant) 2006 – 2008

Analyst 2005 – 2006

Conducted solvency analysis for an energy company, incorporating results from international subsidiaries

Marketed firm’s litigation advisory service to clients; contributed to double-digit revenue growth

EDUCATION

University of California, Los Angeles (UCLA), Anderson School of Management Los Angeles, CA

M.B.A. – Finance and Accounting, GPA: 3.43 2009 - 2011

Leadership: Director for Entrepreneurs Conference

Co-managed endowment funds of $600,000 for Anderson Student Asset Management (ASAM) utilizing quantitative strategies

Summer Internship: Western Asset Management

Grinnell College Grinnell, IA

B.A. – Economics, GPA: 3.53 2001 - 2005

Honors: Awarded full scholarships for all academic years, Received mention on the Dean’s List

Volunteer / Clubs: Tutoring, Debate, Cooking, International cultural events

Internships: UBS, Smith Barney, NERA Economic Consulting

Investment Banking Institute Los Angeles, CA

Intensive 4-week financial modeling and valuation training program 2014 - 2014

Built fully-integrated financial statements projection models, LBO models and accretion/dilution merger models

ADDITIONAL

Professional Certifications: Passed two levels of the Chartered Financial Analyst (CFA) examination

Skills: Financial Modeling, Scenario Analysis, Bloomberg, Microsoft Excel, Access, SNL Financial, Capital IQ

US citizen

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