Kareem Powell

Finance Data Professional | 5+ Years Experience

About Me

About Me

A Passion for data and improving solutions.

    Finance Data Professional

    • Financial Data Analyst with expertise in financial reporting, valuation, modeling, reporting analytics, root-cause analysis, and process improvement. With a keen eye for detail, I excel in uncovering valuable insights through meticulous analysis.
    • Whether it's VBA automation, creating insightful dashboards and decks, or visualizing complex data, I strive for accuracy and precision in every aspect. Proficient in various tools such as the Bloomberg Terminal, SQL, HTML, CSS, JavaScript, PHP, Tableau, Axys, Microsoft Project, Java, Python, SharePoint, VBA, Power BI, R, and Power Query. Currently pursuing a Master's degree in Financial Engineering and preparing for the CFA Level 1 exam, in pursuit of obtaining the CFA charter.
    • A fitness enthusiast who enjoys staying active and exploring new places. My vibrant enthusiasm remains a driving force in both my professional and personal pursuits. Born in Jamaica, currently residing in Los Angeles, USA.
    • LinkedIn Profile
    • Master's Degree: Financial Engineering
    • Bachelor's Degree: Mathematics of Finance
My Portfolio

My Portfolio

Snapshot of projects within the fields of Data and Finance.

  • All
  • Business Optimization
  • Research
  • Financial Modelling

A Cost-Efficient Shipping Database

Heston Model Validation

Option Valuation Research

FedEx Valuation Project

My Resume

My Resume

Professional and Work Experience

Education

MASTERS OF SCIENCE: FINANCIAL ENGINEERING

2022 - 2024

Claremont Graduate University, Claremont, CA

  • Coursework: Financial Derivatives, Quantitative Risk Management, Financial Time Series, Corporate Finance, Introduction to Risk Management, Stochastic Processes, Mathematical Finance, Predictive Analytics, and Data Visualization

BACHELORS OF SCIENCE: MATHEMATICS OF FINANCE

2016 - 2019

University of the West Indies, Kingston, Jamaica

  • Coursework: Financial Mathematics, Financial Management, Accounting, R, Python, Java, Statistics, Economics, Probability, Time Series, Calculus, Linear Algebra, and Differential Equations

Professional Experience

Dean's Assistant and Office Coordinator

2023 - Present

Claremont Graduate University, Claremont, CA

  • Performing quantitative and qualitative research to support the expansion of academic programs. Scraping and analyzing data from various college websites for comparative analysis.
  • Streamlining new programs and conducting analysis whilst, collaborating directly with the Dean to encourage the school's advancement.
  • Administrative support for Event planning, course scheduling, market research, and project support.

Finance Association President

2022 - 2023

Claremont Graduate University, Claremont, CA

  • Collaborated with board members to determine the association's goals and ensure compliance with governing documents.
  • Oversaw fiscal well-being, including budgeting, assessments, and adequate reserves.
  • Developed volunteers and leaders, presiding at board meetings and organizing networking events.

Teaching Assistant

2022

Business Analytics - MGT306, Drucker School of Management, Claremont, CA

  • Collaborated with faculty members to support classroom instruction, exams, record keeping, and various projects.
  • Proctored examinations to ensure a fair and organized testing environment.
  • Conducted one-on-one tutoring sessions and proficiently evaluated complex statistical homework.

Data Analyst Intern

2022

The Student Life Newspaper, Claremont, CA

  • Collaborated with the data associate and news team to enhance TSL's storytelling by providing valuable numerical insights and support for various initiatives. Previous examples include developing an interactive graphic to track recent class profiles and creating a COVID-19 dashboard that offers the only comprehensive overview of case counts across the 5Cs.

Business Excellence Analyst

2022

Hinduja Global Solutions, Kingston, Jamaica

  • Promoted into the newly formed Business Excellence Department to identify efficiency opportunities and recommend process improvements. Conducted root-cause analysis and created action plans that improved the overall efficiency of the business.
  • Efficiently managed vast datasets, providing reports to key stakeholders for informed decision-making. Created dynamic and interactive dashboards using tools like Tableau or PowerBI.
  • Improved the efficiency of new business accounts from base; 50% efficiency to company benchmark, 90% efficiency in three months.

Reporting Analyst

2021 - 2022

Hinduja Global Solutions, Kingston, Jamaica

  • Reported to the company's Assistant Director, providing support for the company‚Äôs healthcare accounts, in order to complete a country-wide data consolidation project aimed at aiding cost-saving efforts. This initiative led to substantial savings of millions of US dollars for the company and played a pivotal role in the establishment of a Business Excellence Department.
  • Implemented process improvements and established best practices within new programs. Utilized reporting tools like Excel & PowerPoint to create compelling dashboards and presentations.
  • Automated the process of translating data to decks and dashboards in both PowerBI and Excel. Tracked and analyzed data to identify trends, patterns, and areas of opportunity.

Financial Analyst Intern

2018 - 2022

JMMB Group Limited, Kingston, Jamaica

  • Supported management in ascertaining the NAV of company portfolios using the software Axys.
  • Created a Pricing Database using Microsoft Excel, Bloomberg Terminal, and Axys. Maintained financial portfolios using portfolio reporting and accounting software.
  • Priced company securities daily. Updated portfolio and real estate reports using database visualization software. Created and maintained Excel models with VBA programming.

Contact Me

Contact Me

Contact me via LinkedIn or by Email.

Email Me

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