2021 to present
Experience
Graduate study in financial economics, a wealth management internship, and the teaching and AI training work that ran alongside a physics degree.
(1)Master of Financial Economics
Coursework in financial econometrics, the mathematics of financial options, financial economics, and macroeconomics, with the Bloomberg Terminal used for market data, analytics, and modeling.
- Econometrics
- Derivatives
- Bloomberg Terminal
(2)Wealth Management Intern
- Ran risk decomposition, return attribution, and correlation analysis on client portfolios in Python and Excel/VBA. The concentration and diversification findings informed advisors' rebalancing recommendations.
- Built and deployed AI agents for client-facing work such as meeting prep and pitchbook generation, saving each team member several hours a week.
- Automated recurring advisor reports with Python, VBA, and PowerShell, removing manual steps and the errors that came with them.
- Python
- Excel/VBA
- PowerShell
- Portfolio risk
- AI agents
(3)AI Trainer
Evaluated responses from several large language models to graduate-level math, physics, and computer science problems, diagnosed where they failed, and wrote corrected responses used to inform fine-tuning.
- LLM evaluation
- Mathematics
- Physics
- Python
(4)Teaching Assistant
- Supported Business Mathematics, Calculus I and II, and Physics I and II: graded exams and labs, and ran office hours and lab help sessions.
- Invigilated and graded midterm and final examinations across multiple sections.
- Teaching
- Mathematics
- Physics
(5)BSc Honours Physics
- Academic All-Canadian while competing on two varsity teams.
- Leadership Academy alumnus, one of about 25 varsity athletes selected each year.
- Physics
- Mathematics
- Economics
(6)Skills
Where each skill was used: hover or tap a role or a skill to trace its links.
Languages
- Python
- SQL
- R
- VBA
- JavaScript
- HTML/CSS
- PowerShell
Libraries and tools
- NumPy
- SciPy
- pandas
- PyTorch
- Streamlit
- Plotly
- Power BI
- Excel
- Bloomberg Terminal
- Git
Methods
- Portfolio risk and return
- Derivatives valuation
- Monte Carlo and statistical modeling
- Time series and econometrics
- Portfolio optimization
Dots show the roles that used each one; hover or tap a tile to trace it in the network above.