Yiming Ren

- Data Reporting - Operations Analytics - Supply Chain Logistics - Warehouse Management

- Advanced Portfolio Management Fall 2025 (Dr. Khaled Amira) - Advanced Portfolio Management Summer 2025 (Dr. Khaled Amira) - Business Leadership and Human Values Summer 2025 (Francella Ochillo)

- Applied Historical Simulation and Monte Carlo VaR techniques with stress testing - Leveraged Excel to conduct portfolio analysis to measure risk exposure, applying Mean-Variance Optimization method to visualize efficient frontiers under over 10+ asset allocation scenarios - Optimized a $1.6M portfolio through a 35% positions allocation proposal, reducing 8% portfolio volatility by closing 20% positions in tech sector and adding 15% positions in utilities sector - Drafted monthly portfolio risk reports to supervisor, integrating Excel VBA to automate data workflows and portfolio metrics. Utilized Bloomberg Terminal for collecting fixed income securities data

- Created interactive Tableau dashboards by analyzing over 10,000 sales and financial data points with SQL and Excel, visualizing emerging purchasing trends that informed a new pricing strategy - Led the tracking of an $80 Million fire mitigation project under Agile methodology, conducting market research that identified key drivers,market size, and entry barriers in the electric utilities industry - Performed DCF and precedent transaction valuations for startups in Excel and Bloomberg Terminal, supporting a $20 million fundraising proposal by refining market opportunities section in pitch deck

- Leveraged Salesforce platform to generate insights from existing customer database, enabling decision makers to identify optimal target market and increasing ROI by 10% under a re-allocation proposal - Streamlined financial reporting by employing advanced PivotTable and VLOOKUP functions in Excel to consolidate and standardize key management metrics, facilitating data-driven management strategies

- Performed detailed macroeconomic analysis to project investment trends using SQL and Bloomberg Terminal, achieving 5% portfolio returns by pitching new proposals to investment committee - Conducted due diligence on utility industry and built valuation models to analyze intrinsic value of utility stocks. Implemented sensitivity analysis and football field chart to facilitate decision rationales

- Evaluated client's business model deploying SWOT analysis and Porter's Five Forces model methods. Leveraged Excel to analyze cash flow, profit margins, and revenue structures, resulting in improved financial stability - Developed and presented strategic recommendations for scaling revenue, customer retention strategies and increasing client engagement with a team of consultants. Delivered data-driven solutions on final showcase