Finance & Analytics

Thuy
(Tyler)
Hoang

Finance professional, CFA Level I candidate, and MS Financial Analytics candidate building a strong edge in valuation, markets, and investor-focused analytics.

CFA® Level I Candidate FINRA SIE Certified JPMorgan Chase

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Expected Aug 2026

Focus Asset Mgmt

Program MSFA

Currently Seeking

Targeting high-trust roles in asset management, investment research, and quantitative finance where rigorous analysis and strong judgment are valued.

Selected Focus Areas

i. Equity Research

ii. Fixed Income

iii. Valuation

iv. Quantitative Analysis

v. Financial Modeling

Background

About Me

I'm a finance professional pursuing my Master of Science in Financial Analytics at California State University, Long Beach, with an expected graduation of August 2026. I'm also a CFA Level I candidate with a strong interest in asset management, investment research, and market-driven decision-making.

My background combines client-facing banking and branch operations at JPMorgan Chase — including internal controls, cash management, and operational compliance — with quantitative financial modeling and academic work in fixed income, derivatives pricing, machine learning, and valuation.

I bring both analytical depth and execution mindset: I can work with financial statements, translate market information into actionable insight, and build tools that make analysis faster and sharper. That shows up in Prism, the investor-focused dashboard I built to streamline company research, valuation, and market context into one workflow. I also hold the FINRA Securities Industry Essentials (SIE) certification and bring fluency in both English and Vietnamese to client and professional relationships.

CFA

Level I Candidate

3.75

CSULB GPA

3.75

CSUF GPA

4.0

OCC GPA

Featured Project

Prism

Financial Analysis Dashboard — Spring 2026

Live Demo View Code

Prism is an investor-focused financial analysis dashboard I built to compress the research workflow into one place. It brings together live market data, financial statements, self-computed valuation ratios, comparable-company analysis, options activity, insider trades, SEC filings, and news so a user can move from initial idea to real underwriting faster. I also engineered the valuation layer to handle edge cases cleanly — including non-meaningful P/E, negative free cash flow in DCF, and messy accounting-driven ratio distortions — so the output is more usable in real analysis, not just visually impressive.

Why It Matters

Prism turns scattered analyst work into a single workflow: evaluate the business, check valuation, review options and insider activity, scan filings, and understand market context without bouncing across five different tools.

        Stack
        Python
        Streamlit
        yfinance
        pandas
        Plotly
        SEC EDGAR API
        Nginx
        systemd
      

Research Workflow
Built to move from idea generation to underwriting quickly by keeping core research inputs in one interface.
Valuation Engine
DCF, EV/EBITDA, and comps with cleaner bridge logic and explicit handling for negative earnings, EBITDA, and cash flow edge cases.
Fundamentals
Financial statements, key ratios, and historical views designed to make business quality and trend changes easier to spot.
Options & Positioning
Options flow, volatility context, and insider activity help surface how positioning lines up with the fundamental story.
Filings & Catalysts
SEC filings and company-specific disclosures are easy to scan, with direct EDGAR access for primary-source review.
Market Context
Indices, rates, volatility, commodities, and news add the macro backdrop needed to interpret single-name moves.

Academic Work

Other Projects

Fixed Income · Credit Analysis

Boeing Credit & Financial Statement Analysis

Analyzed Boeing's debt maturity schedule, leverage ratios, and interest coverage using Bloomberg, quantifying the credit risk premium embedded in bond yields relative to Treasuries. Synthesized findings into a forward-looking narrative on Boeing's capital structure and refinancing risk.

Bloomberg Credit Analysis Fixed Income

Fall 2025

Machine Learning · Time Series

WMT Stock Price Prediction with LSTM

Built a Long Short-Term Memory (LSTM) neural network in Python to forecast Walmart (WMT) stock prices using historical market data. Evaluated model performance using RMSE and visualized predicted vs. actual prices to assess accuracy and trend-following behavior.

Python LSTM Time Series

Spring 2026 View Code

Derivatives · Stochastic Calculus

Monte Carlo Simulation — Derivatives Pricing

Modeled asset price dynamics using Geometric Brownian Motion (GBM) to simulate thousands of price paths and estimate option payoffs in Python. Applied stochastic calculus concepts to validate outcomes under risk-neutral pricing.

Monte Carlo GBM Options Pricing

Spring 2026

Valuation · Financial Modeling

Quantitative Company Analysis

Developed advanced spreadsheet models for financial statement analysis, ratio benchmarking, and cash flow forecasting. Produced DCF valuation scenarios under base, optimistic, and downside cases.

DCF Forecasting Excel Modeling

Fall 2025

Technical & Domain

Skills

Programming & Tools

Python
pandas
NumPy
scikit-learn
TensorFlow / Keras
statsmodels
Jupyter
Linux
Git

Finance & Analysis

Advanced Excel
Bloomberg Terminal
DCF Valuation
Comparable Companies
Fixed Income
Derivatives
Financial Statement Analysis
Credit Analysis

Quantitative Methods

OLS Regression
Factor Models
LSTM / GRU
Monte Carlo Simulation
Stochastic Calculus
Time Series
CAPM / Beta Estimation

Certifications & Languages

CFA® Level I Candidate
FINRA SIE
English (Native)
Vietnamese (Fluent)

Experience & Credentials

Resume

Academic background, professional experience, and technical skills across finance, analytics, valuation, and investor-focused product work.

M.S. Financial Analytics — CSULB (Expected Aug 2026)
B.A. Business Administration / Finance — CSUF
Associate Banker, JPMorgan Chase
CFA® Level I Candidate — Aug 2026
FINRA SIE Certified
Python, Advanced Excel, Bloomberg Terminal

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Get in Touch

Contact

I'm actively pursuing opportunities in asset management, investment research, and quantitative finance. If you're looking for someone who combines market judgment, analytical rigor, and strong execution, let's talk.

tyler@tylerhoang.xyz

linkedin.com/in/thuyghoang

git.tylerhoang.xyz

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Thuy(Tyler)Hoang