Chase P.

About Chase P.

Finance professional and University of Miami graduate with a B.B.A. in Finance. CFA candidate with experience across private wealth management and regulatory supervision. Proven ability to conduct due diligence, manage high-net-worth client relationships, and leverage quantitative skills to drive investment decisions and identify risk. Strong background in alternative investments, data analysis, and portfolio administration. A dedicated analyst who successfully engineered a system to identify over $2 million in fraudulent transactions in a prior role.Experience:* Alternative Investment Analysis: Due diligence on private equity, hedge fund, and venture capital managers.* Portfolio Management: Asset allocation analysis, client portfolio construction, and ongoing administration for a $700M AUM client base.* Quantitative & Data Analysis: Factor-based modeling with machine learning, high-risk trading pattern detection, and data analytics with Python and Microsoft Power BI.* Client Relationship Management: Managed the full client lifecycle for high-net-worth families.Financial Software & Platforms: Proficient in Bloomberg Terminal, PitchBook, Addepar, Fidelity/Schwab platforms, and Advanced Excel.* Market & Securities Research: Authored investment recommendations on market trends and identified potential high-growth targets.

Experience

1. Analyst

   Sivia Capital

   Sep 2024 — Present · Mill Valley, CA, US

Education

• University of Miami Herbert Business School

  Finance, Business

• University of Colorado Boulder

  Exploratory Studies, Finance, General