Kevin Pham

(832) 576-7038

Kevindpham15@gmail.com

 

PROFESSIONAL EXPERIENCE
Q Investments                                                                                                                        Fort Worth, TX

Multi-Strategy Hedge Fund | High-Yield Bonds | Leveraged Loans | Commercial Real Estate

 

Real Estate Analyst                                                                                                   February 2020 – Present

§  Actively managed a $200MM portfolio of construction loans to ensure each project was funded in a risk conscious manner and on pace to be completed on time. If a project was not performing to plan, determined what actions should be taken.

§  Created 30–40-page investment memos that explained investment thesis on potential opportunities. Memos included market research, valuation, optimal loan structures and financial analysis to ensure firm assumed minimal risk.

§  Networked with brokers to field opportunities and pitched the firm’s lending program. Closed over 15 transactions worth over $30 million of commitments to date.

 

Enterprise Risk Management Analyst                                                               April 2019 – February 2020

§  Worked directly with senior management in managing a bank with $1 billion in assets.

§  Created performance reports used by senior management to track P&L for leveraged loans and Collateralized Loan Obligations (CLOs).

§  Generated monthly reports used by Board of Directors to monitor capital ratios, liquidity and performance.

 

TCG Advisors                                                                                                                                Austin, TX

Private Investment Management Firm | Retirement Planning | Private Wealth Management

 

Investment Associate                                                                                          February 2018 – April 2019

§  Developed supporting research and analysis for all securities held within or recommended in client accounts.

§  Executed trades for all institutional accounts while rebalancing and conducting portfolio analysis.

§  Oversaw all financial reporting for TCG’s fixed income strategy of treasuries, taxable municipals and commercial paper.

§  Created investment models for over 100 retirement plans through strategic allocation of equity and fixed income holdings.

§  Composed quarterly investment reports for clients consisting of market overview, performance and recommendations.

 

T3 Trading Group                                                                                                                      Atlanta, GA

Proprietary Trading Firm | Equities | Options | Algorithmic Trading

 

Equities Trader                                                                                                 August 2016 – January 2018

§  Traded proprietary capital by identifying intraday opportunities in publicly traded equities

§  Developed excel models to enhance performance by gathering quantitative statistics, historical trade results and market data

 

Protiviti                                                                                                                               San Francisco, CA

Global Consulting Firm | Internal Audit | Financial Advisory | Risk & Compliance

 

Business Process Consultant, Internal Audit and Financial Advisory               July 2015 – August 2016

§  Supported companies’ Internal Audit functions as part of outsourced audit teams to optimize business process effectiveness

§  Performed detailed audits to assess the accuracy of revenue recognition through data analysis and transactional testing

§  Selected Client Experience: Hercules Capital, Inc. (HTGC)

•    Evaluated 60 equity and debt investments to ensure consistent and justified use of multiple valuation methods

 

EDUCATION
The University of Texas at Austin                                                                                              Austin, TX

Bachelor of Business Administration, Finance                                                                              May 2015

 

ADDITIONAL INFORMATION
·             Languages: Fluent in Vietnamese

·             Interests: Amateur Muay Thai Fighter, Mountain Biking, Rock Climbing, Poker, Yoga, Cooking, Snowboarding, Surfing

 

 

 

 

  • Updated 3 years ago

To contact this candidate email kevindpham15@gmail.com

Contact using webmail: Gmail / AOL / Yahoo / Outlook