Nisha Sapkota

Investment Specialist/ Quant Researcher @ Vise

About

I build ML systems that solvereal financiall problems—not just models that score well on benchmarks. My background spans analytics, finance, and AI, where I have developed experience working with data, building models, and translating insights into practical business applications.Through my academic work and industry exposure, I have focused on areas such as portfolio analysis, machine learning, and data-driven strategy—particularly in the context of asset and wealth management. I am motivated by understanding how technology can enhance investment processes, improve risk management, and deliver better outcomes for clients.I bring a combination of technical skills and business perspective, with proficiency in Python, SQL, and data visualization tools, along with a strong foundation in statistics and analytical thinking.I am seeking opportunities where I can contribute to a collaborative, high-performance environment while continuing to develop as a data-driven decision-maker in the investment management industry.Skills :Analytics & Modeling: Machine Learning, Statistical Analysis, Data ModelingTools: Python, R, SQL, Tableau, Power BI, ExcelData & Systems: ETL, Big Data, Cloud PlatformsDatabases: MySQL, MongoDB, Oracle

Country

United States

City

Austin

Industry

Professional Training & Coaching

Skill

Machine Learning, Project Coordination, Organization Skills, Organizational Leadership, Business Analytics, Business Analysis, Business, Financial Reporting, Looker, IT Business Analysis, Tableau, Business Intelligence (BI), Reporting & Analysis, Reporting, MySQL, Python (Programming Language), PHP, HTML, JavaScript, C++

Experience

Investment Specialist/ Quant Researcher

Vise

2026-1 - Present · 9 mos

New York, NY

* Built a tax-loss harvesting engine that reduced tax drag by 96% (from $790 → $27 in realized taxes) and generated 88 bps of after-tax alpha vs. a daily rebalancing benchmark, backtested across a 60/40-style multi-asset portfolio. * Applied multi-asset portfolio backtesting across simulated ETF portfolios (e.g., SPY/AGG/QQQ), quantifying the incremental return impact of tax-aware vs. tax-naive rebalancing strategies.

Business Analyst

RBC Capital Markets

2023-5 - 2025-6 · 2 yrs 2 mos

Minneapolis, MN

* Served as the cross-entity analytics bridge between RBC Wealth Management and RBC Capital Markets, translating operational data requirements across two major subsidiaries into unified reporting infrastructure. * Designed and delivered multi-million dollar operational expense reports for Capital Markets corporate executives, providing visibility into cost drivers, budget variance, and OpEx trends to support strategic resource decisions. * Built FTE capacity and workforce KPI dashboards for Wealth Management operations leadership, enabling managers to track headcount efficiency, productivity benchmarks, and staffing allocation across business lines.

Associate Consultant

Logic, Part of Accenture

2021-4 - 2023-5 · 2 yrs 2 mos

Bloomington, MN

* Co-developed AMY, an algorithmic influencer-matching system for Express, working directly with senior management to translate business requirements into a data-driven recommendation engine. * Delivered holiday season revenue analysis for Blue Mercury (luxury retail, Macy's subsidiary), modeling sales performance and identifying demand trends to inform Q4 inventory and margin decisions. * Led NetSuite ERP implementation for enterprise clients, configuring financial data infrastructure, chart of accounts, and operational workflows — ensuring clean data migration and cross-departmental system adoption. * Operated as a cross-functional liaison between client stakeholders and technical teams, translating complex business problems into structured analytical frameworks and actionable deliverables.