Skills

Capability shelf

My strongest throughline is not one tool. It is the ability to move from analysis to system design without losing financial rigor.

My skill mix comes from real overlap: equity research, crypto market work, quantitative study, dashboard communication, and automation used to reduce research friction.

Capability map

Financial analysis

DCF modeling, comparative analysis, financial statements, valuation metrics, and recommendation support.

Portfolio and strategy

Asset allocation, risk optimization, market-cycle positioning, scenario planning, and drawdown-aware portfolio decisions.

Market research

Sector analysis, competitive intelligence, trend forecasting, industry reports, and management-update synthesis.

Blockchain analysis

Tokenomic analysis, stablecoin protocol monitoring, real-world-asset modeling, and tokenization valuation work.

Quantitative finance

Stochastic-differential intuition, Black-Scholes modeling, algorithmic-trading concepts, and statistical-arbitrage thinking.

Business intelligence

Tableau, Power BI, Looker Studio, SQL databases, interactive dashboards, and finance reporting surfaces.

Tool stack by output

Model work I use Excel, VBA, SQL, and structured templates for valuation, assumptions, and review discipline.

Market dashboards I use Tableau, Power BI, Looker Studio, TradingView, and custom interface work for recurring signal checks.

Research automation I use Python, browser monitoring, n8n, webhooks, and local RAG workflows for monitoring or memo acceleration.

Communication surfaces I use note systems, casefiles, technical docs, and narrative dashboards to preserve reasoning in public.

Languages and tools

Data and analysis

R, SQL, Stata, and Python for research queries, diagnostics, scraping, and signal testing.

Modeling and productivity

Advanced Excel and VBA for valuation, record cleanup, reporting, and assumption tracking.

Visualization

Tableau, Power BI, Looker Studio, and TradingView for monitorable decision surfaces rather than one-off charts.

Automation stack

Ollama, Postgres or Supabase, Docker, n8n, browser automation, and webhooks for local AI and workflow orchestration.

Credentials

Credential track

CFA Level I candidate.

Language

Vietnamese

Native.

English

Fluent.

What these skills are used for

Coverage updates I use these skills for faster model refreshes, cleaner company-update synthesis, and more disciplined recommendation support.

Market monitoring I use them to separate structural signals from noise through dashboards, indicator stacks, and review cadence.

Pricing and quant explainers I use them to build stronger intuition around derivatives, sensitivities, and scenario comparison without hiding behind jargon.

Research operations I use them to lower monitoring drag, speed up first drafts, and make research output more reusable through automation.

See also

• Experience log
• Casefiles