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Valuation Associate

Location:
Scottsdale, AZ
Posted:
November 15, 2020

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Resume:

Charles Bao

adhub5@r.postjobfree.com ● 520-***-**** ● Scottsdale, AZ

WORK EXPERIENCE

Equity Methods February 2019 – Present

Valuation Associate Scottsdale, AZ

Assisted in the design, implementation, and valuation of equity compensation instruments such as market- based awards, stock options, and employee stock purchase plans for a variety of Fortune 500 clients

Led data-based analysis projects on topics such as pay equity and employee stock compensation practices using SAS and SQL, and created reports to aid clients in understanding the results

Collaborated in teams to produce client-facing reports to meet tight deadlines, and participated in client communications as needed

Developed and maintained internal processes that leverage SAS and Excel technologies to improve risk management, increase efficiency, and explore opportunities for automation The University of Arizona July 2015 – March 2018

Academic Tutor Tucson, AZ

Supervised over 25 student athletes in over 550 individual sessions and provided personalized tutoring in a variety of subjects including mathematics, chemistry, and biology

Created daily academic reports and reported to academic supervisors regarding each student’s progress The University of Arizona May 2015 – Aug 2015

Undergraduate Student Researcher Tucson, AZ

Contributed circuit designs and serviced electronic equipment governing digital control systems purposed for microscope spectroscopy

EDUCATION

The University of Arizona August 2017 – August 2018 MS, Finance Tucson, AZ

Honors: summa cum laude (GPA: 4.0/4.0)

Capstone: Maximum Likelihood Estimation of ARCH(1) & GARCH(1, 1) Models of Interest Rate Volatility

William J. Sheoris Scholarship recipient

The University of Arizona August 2013 – May 2017

BS, Mathematics and Molecular Biology Tucson, AZ

Honors: magna cum laude (GPA: 3.8/4.0)

National Scholar Award recipient

SKILLS

Aptitude for learning and communicating mathematical and statistical concepts

Professional experience with SAS and SQL programming languages

Strong analytical and problem solving skills with a passion for programming and automation

Experience with Python and Java through personal and academic programming projects

Competent in data analysis and comfortable with learning new technologies



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