Kevin Huang, CFA

Experience

• 

  Softbank China Venture Capital

  Jul 2010 - Aug 2010

  Summer Intern

  • Drafted a memo that detailed the key elements of a $10 million dollar investment in one of the largest private companies in China.• Researched various potential investments ranging from blueberries to auxiliary power units under the supervision of an investment director.

• 

  Capital One

  Jun 2012 - Aug 2012

  Intern Analyst

  • Analyzed rewards customer data using CART, SAS and Teradata .• Developed a marketing strategy that potentially impacted 600,000 customers. • Created a marketing execution strategy and a model that identified customers to target to increase satisfaction

• 

  PwC

  Aug 2013 - Mar 2016

  Senior Associate - Risk Assurance

  • Advised pre-IPO technology clients on implementation of enhanced information security measures and appropriateness of existing protocols• Built strong and lasting client relationships with multitude of stakeholders located globally through regular interactions and open communication to drive cooperation and coordination on multi-year audit projects• Oversaw work, scheduling, and development of 5 junior associates over half-year period to complete audit project with over 100 deliverables on time and under budget• Managed and analyzed revenue and billing economics of 17,000-man-hour project, discovering numerous inefficiencies to be actioned on, leading to improved resource allocation• Was one of two associates (out of 11) to be promoted ahead of schedule Show less

• 

  CFRA Research

  Apr 2016 - Aug 2021

  CFRA Research is one of the world's largest independent investment research firms. • Provided analytical coverage of 40 publicly traded healthcare companies totaling over $2.1 trillion in market capitalization – featured in media, including CNBC• Awarded Report of the Month thrice in 2020 for thematic investment reports regarding the implications of Covid-19 testing, Moderna’s mRNA technology, and growing prevalence of diabetes• Led a team of seven different industry experts to develop and release an automated, three-statement discounted cash flow model conforming with CFRA's research methodology• Negotiated free access to a critical biopharmaceutical data provider worth over $60,000 per year, something the company had previously paid for but later decided was outside the budget• Created and presented webinars for clients on timely industry topics, such as the Covid-19 vaccine outlook and legislative environment around drug pricing – attendance exceeded 300 on several occasions Show less • Performed custom in-depth analysis of earnings quality, cash flow quality, and corporate governance of client-specified companies across all major sectors and geographies• Reduced time required to produce quarterly industry reports by over 70% by coding in automated data inputs and redesigning quarterly data update process• Interviewed company management teams suspected of accounting manipulation to determine if recently reported results reflected deterioration in underlying business performance by analyzing their answers• Coordinated five sector teams to publish 67 bi-annual industry reports in two months by facilitating communications across four departments, managing dashboard, and ensuring key deadlines were met• Co-authored Biggest Concerns report for hedge fund clients on stock idea that outperformed benchmark by 36.3% - company eventually went bankrupt Show less

  • Senior Equity Research Analyst - Biotech & Medical Devices

    Feb 2020 - Aug 2021

  • Equity Research Analyst - Biotech & Medical Devices

    Mar 2018 - Feb 2020

  • Forensic Accounting Research Analyst

    Apr 2016 - Mar 2018
• 

  Oxford Cancer Analytics

  Feb 2022 - May 2023

  Market Strategy // Finance

  Oxford Cancer Analytics Ltd (OXcan) is on a mission to enable curative cancer treatments through early detection. OXcan's machine learning platform enables minimally invasive and inexpensive cancer screening in high risk populations through analysing cancer materials shed into the blood.- Created forecasts and financial models used in Series A and Seed Plus fundraising rounds- Go-to-market strategy- M&A deal advisory and due diligence

• 

  American Express

  Jun 2023 - now

  Investment Optimization