Hi! I’m a Financial and Investment Research Analyst with over 7 years of experience specializing in SEC filings analysis, investor profiling, and global market intelligence across the Americas, APAC, and EMEA.
In my role at The KPI Institute, I conduct in-depth research on Key Performance Indicators (KPIs), organizational performance, and benchmarking frameworks. I contribute to the development of performance measurement systems, structured research methodologies, and knowledge assets used for training and decision-making.
Previously, I analyzed over 5,000 SEC filings (10-K, 10-Q, 5500, 990) and built detailed investor and fund profiles, tracking portfolio activity, M&A transactions, and market trends to support investment research.
What I can help you with:
- Financial and investment research
- KPI development, performance analysis, and benchmarking
- SEC filings analysis and structured data extraction
- Fund, portfolio, and investor profiling
- Market intelligence and M&A tracking
- Data validation, cleaning, and database management
I have processed hundreds of investor profiles annually with 95–100?ta accuracy and have experience leading teams of up to 100 members, managing multiple projects, and improving workflows to increase efficiency and reduce errors.
I am detail-oriented, reliable, and capable of both independent work and leading teams to deliver high-quality, data-driven results.
