Amy Chen
Affordable Housing Finance Sr. Analyst @ cfX Incorporated
About
I am a finance professional with expertise in equity research, financial modeling, and fixed income operations, now serving as a Senior Analyst at cfX, where I focus on affordable housing finance. In this role, I apply advanced analytical frameworks to support Housing Finance Agencies in optimizing portfolios, managing risk, and structuring sustainable financing solutions that expand access to affordable housing. My academic foundation includes an MBA from Cornell University and a Bachelor’s in Finance from National Central University. At Citi, I advanced through multiple roles in Fixed Income Markets Operations, where I streamlined settlement processes, centralized data tracking, and introduced new margining practices that improved efficiency, reduced costs, and strengthened risk controls. In my other roles, I developed financial models for forecasting and valuation, integrated AI-driven analysis into investment decisions, and delivered insights that outperformed benchmarks. These experiences sharpened my ability to communicate complex financial ideas clearly while driving both operational and strategic improvements. Today, I bring this combination of analytical rigor, financial expertise, and collaborative problem-solving to my work in affordable housing finance, with the broader mission of contributing to sustainable growth and meaningful impact through finance.
United States
New York
Higher Education
Financial Accounting, Valuation, Financial Modeling, Portfolio Management, Equity Research, Employee Training, Cross-functional Team Leadership, Process Improvement, Collaborative Problem Solving, Attention to Detail, Chinese, English, Presentations, Microsoft Excel, Communication
Experience
Affordable Housing Finance Sr. Analyst
cfX Incorporated
New York City Metropolitan Area
AI Analyst – ChatGPT Deep Research
Mercor Intelligence
• Evaluated and refined AI-generated financial content to improve accuracy, clarity, and usability for OpenAI Deep Research model
Portfolio Manager
The Cayuga Fund
Ithaca, New York, United States
• Contributed to the management of a $1M equity portfolio, conducting DCF modeling, multiples valuation, and financial scenario analysis to support investment decisions • Researched high-growth investment opportunities, contributing to portfolio allocation strategies and asset selection to optimize returns • Conducted in-depth equity research on personal care companies, evaluating competitive positioning, financial fundamentals, and long-term growth potential
Summer Associate
Bonomics
• Created new marketing materials to support business development and client engagement • Assisted in structuring investor-related documents to enhance clarity in client presentations • Conducted research to refine business positioning and investor outreach strategies, improving market engagement
Assistant Manager | Fixed Income
Citi
Taipei City, Taiwan
Markets Operations, Fixed Income Team • Facilitated fixed-income trade execution and settlement, ensuring 99% accuracy while meeting strict regulatory deadlines • Managed corporate actions processing and notifications, maintaining error-free records and improving response times by 20% • Processed fixed-income payments and posted journal entries, ensuring financial integrity and reducing reconciliation discrepancies by 15% • Led operational enhancements, optimizing workflows to cut processing time by 30% and minimize manual errors • Mentored junior team members, providing structured training that led to a 10% improvement in department service scores • Conducted regulatory reporting, ensuring full compliance with regulations and internal risk frameworks
Summer Intern
Bank of China
Nanjing, Jiangsu, China
• Awarded as Bank of China intern representative among 100 attendees from 5 other major banks • Part of the Wealth Management Team, established research report on potential business opportunities
Education
Cornell Johnson Graduate School of Management
• Investment Research and Asset Management • Participant: Cornell Women in Investing Conference & Stock Pitch Competition; UCLA Fink Credit Pitch Competition
National Central University
Finance, General
Head of Finance Student Association Public Relations Department 2015 - 2017 • Organized 2 new cross-department activities, cutting down original expenses by 11% and increasing overall ROI by 30% • Directed fund-raising events by adopting new strategies and partnerships, growing sponsorship by 70% • Designed and launched 3 new recruiting campaigns to enhance student participation, resulting in 10% increase in membership base and 33% increase in activity audience Organizer/Ceo of Finance Camp 2016 - 2016 • Led a team of 6 to arrange 5-day finance camp for 100 high-school students, expanding prospect students base by 20% and increasing department revenue by 25%
Amy Chen's Contact Information
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