Understanding Market Volatility
An exploration of recent market fluctuations and strategies for navigating uncertain economic conditions.
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👋About Me
Hi! I'm Wesley, a recent Yale Economics graduate passionate about investment, data, and building tools that empower people to make smarter financial decisions. My journey has taken me from analyzing markets at PIMCO to teaching at Yale and launching projects that help thousands optimize their finances. I thrive at the intersection of finance, technology, and education—always learning, always building.
🗺️My Journey
2024: Graduation and Career Launch
Graduated from Yale with a Bachelor of Arts in Economics. Returned to PIMCO as a full-time Trading Analyst, analyzing economic data releases and building predictive models for election results and investment trends.
Leveraged AI tools to create dashboards for portfolio managers and extract data from hundreds of documents for modeling.
🎓Education
Yale University
June 2024
Bachelor of Arts in Economics | GPA: 3.8/4.0 | ACT: 35/36 | SAT: 1560/1600
Selected Coursework: Commercial Real Estate Investing, Investment Management, Private Equity Investing, Financial Markets, Developmental Economics, China's Sovereign Lending, Econometrics, Data Exploration/Analysis, Behavioral Economics, Intermediate Micro/Macroeconomics, Operations Research, Corporate Finance
Audited Coursework: Fixed Income Strategies, Global Macro Strategies, Quantitative Investing, Business Ethics
💼Work Experience
Pacific Investment Management Company (PIMCO)
Newport Beach, CA
Trading Analyst
Aug 2024 – Present
- Analyzed economic data releases, coordinated quarterly outlook forums, and built models predicting election results and investment trends using Python and Excel.
- Leveraged AI tools to build dashboards for portfolio managers and extracted data series from hundreds of documents for modeling.
Summer Trading Analyst
Jun 2023 – Aug 2023
- Created tools to identify attractively priced quotes for the High Yield desk and a cross-currency basis monitor for the Global/FX desk using Excel, Bloomberg, and Python.
Prudential Private Capital
New York, NY
Summer Private Credit Investment Analyst
May 2022 – Aug 2022
- Underwrote 2 ongoing deals via credit analysis, pricing models, and industry research.
- Serviced 4 portfolio companies, composed 2 annual reports, and updated models for covenant compliance.
Magnus Investment Partners, LLC
Remote
Real Estate and Private Equity Summer Analyst
May 2021 – Jul 2021
- Researched and compiled economic data for property development financial modeling.
- Analyzed competitors and mapped industry landscape in targeted geographic areas, focusing on the car wash space.
🚀Projects & Interests
Personal Portfolio Management
Created calculators used by 8,000+ people to optimize financial decisions like buying vs renting homes and retirement allocation strategies.
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📝Blog & Insights
Optimizing Retirement Portfolios
How to structure your retirement accounts for maximum tax efficiency and long-term growth potential.
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Real Estate Investment Trends
Analysis of current real estate market conditions and emerging opportunities for investors in 2024.
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