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Phong N.
Finance & Accounting Tutor
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About Phong
My expertise and qualifications are concentrated in the fields of financial research, valuation of a wide range of financial products and asset classes, portfolio & asset management as well as corporate finance. The majority of my working experience has been acquired through the role of a equity research analyst in wealth & asset management firms. In my own time, I am working towards finishing my CFA Charter and I am currently enrolled to take the third level of the CFA program exam. Additionally, since obtaining my Masters degree I have been...
Teaching Experience
I have about 5 years of private tutoring experience in wide range of finance, accounting and business related subjects. My clients consisted of undergraduate students , graduate students and professionals.
Education
CUNY Bernard M Baruch College
Finance
Master's Degree
2011 - 2012
CUNY Bernard M Baruch College
Finance
Bachelor's Degree
2007 - 2011
Work Experience
Centre Asset Management, Equity Research Analyst
2013 - 2015
• Primary analyst for the firm’s equity research function with focus on North American companies within the S&P 500 Index across diversified sectors/industries • Responsible for research coverage and financial model creation and maintenance for approximately 45-50 companies as well as industry wide reports • Assisted the firm’s portfolio managers with modelling and construction of research materials for its Global Equity, Treasury, Tax Exempt strategies • Handled the production and maintenance of firm-wide marketing efforts such as fact...
Drexel Hamilton Investment Partners, Business Development Analyst
2012 - 2013
• Managing the process of finding and submitting of 120+ Requests for Proposals and Due Diligence Questionnaires from institutional clients such as municipal pension plans and investment advisors • Creating and maintaining marketing materials such as fact sheets and investor letters for the firm’s 4 investment strategies (American Equity, Global Equity, Multi Asset Real Return and Tactical Asset Allocation) • Updating third party databases (eVestment) with current fund performance, risk and compliance data • Assisted the Managing Partner with...
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