Jay

Senior Trader — Family Office / Hedge-style funds

Sunny Wealth Management • Período integral

Dec 2023 - Oct 2025 • 1 yr 10 mos

Moved beyond theoretical finance into hands-on investment and portfolio analysis within a family office structure, contributing directly to income generation, risk management, and security selection across public markets and derivatives strategies. Key contributions included: * Conducted bottom-up equity and sector research for a multi-strategy family office, producing detailed investment memos that supported new portfolio allocations across equities, thematic plays, and derivatives overlays. * Executed and managed options-based strategies, including covered calls and delta-hedging frameworks, to generate consistent portfolio income while mitigating downside risk and volatility. * Built and maintained valuation and risk models (comparable analysis, scenario and sensitivity analysis) to assess fair value, downside exposure, and hedge effectiveness, directly informing position sizing and trade decisions. * Pioneered the firm’s deep-dive research into the uranium sector, performing extensive fundamental, macro, and thematic due diligence that led to the sector becoming a major allocation within the portfolio. * Designed and tested derivatives trading models integrating fundamental valuation signals with technical indicators to capitalize on volatility regimes and market dislocations. * Applied advanced derivatives techniques—analogous to delta hedging, covered call overlays, and gamma-focused positioning—to improve risk-adjusted returns during periods of elevated market volatility. * Monitored U.S. Treasury markets and clean energy transition themes to identify macro-driven investment opportunities and potential hedges. * Automated elements of data collection and performance reporting using Python and Excel, improving reporting efficiency and reducing manual reconciliation workload.

Stock Market Analyst

Logical Eye • Período integral

Apr 2023 - Dec 2023 • 8 mos

- Conducted daily technical and fundamental research on US equities, forex, and commodities to generate actionable investment insights. Produced structured reports covering macro trends, economic indicators, earnings, and sector developments. - Conducted daily technical, fundamental, macroeconomic, and sectoral analysis on U.S. equities, FX, and commodities. - Delivered institutional-style research reports covering earnings, macro trends, and market catalysts.

Trade Analyst

RenkoEdge • Freelance

Aug 2023 - Dec 2023 • 4 mos

As a Freelance Trade Analyst at RenkoEdge, I contributed actionable trading insights and research-driven recommendations for an active trading group.