Chase P.
Analyst @Sivia Capital
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WORK HISTORY
Analyst @Sivia Capital
Mill Valley, CA, US
EDUCATION
University of Miami Herbert Business School
Finance, Business
University of Colorado Boulder
Exploratory Studies, Finance, General
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.
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