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 products.

CFA(R) Level I Candidate FINRA SIE Certified JPMorgan Chase
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Tyler Hoang
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
Equity Research Fixed Income Valuation Quantitative Analysis 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

Prism logo
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.

Prism overview dashboard screenshot
Prism valuation dashboard screenshot Prism insiders dashboard screenshot
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.
Key Skills Used
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.
Key Skills Used
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.
Key Skills Used
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.
Key Skills Used
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(R) 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(R) Level I Candidate - Aug 2026
FINRA SIE Certified
Python, Advanced Excel, Bloomberg
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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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