Austin Soetopo

Experience

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  Bahana Sekuritas

  Jun 2014 - Aug 2014

  Investment Banking Analyst Intern

  Leveraged Microsoft Excel to perform data research and gathering financial data and key statements on WIKA; developed budget reports for live, construction in progress major projects/contracts.Key Accomplishments:● Successfully led analysis of WIKA’s budget sheet to calculate key ratios, NPV/IRR, and a general Pay Back Period.

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  PT.Batavia Prosperindo Aset Manajemen

  Jul 2016 - Aug 2016

  Equity Analyst Intern

  Drove in-depth research and analysis of Tax Amnesty issues and applications in Indonesia, including development of a comprehensive report and presentation of findings to the CFO. Leveraged complex data in the Bloomberg Terminal to assess financial data.Key Accomplishments:● Created a simulated equity portfolio which had a projected 6.5% yearly return for a $100k portfolio.

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  Sanofi Genzyme

  Jan 2017 - Jun 2017

  PRO Unlimited @ Sanofi Genzyme - Finance Co-op

  Oversaw the analysis and reconciliation of live budget sheets and general account ledgers across multiple departments. Leveraged data analytics tools, MS Excel, SAP, and TM1 to develop automated macros and analyze financial data to develop in-depth reports.Key Accomplishments:● Created an automated Excel workbook with VBA to reduce manual labor inputs for development of weekly budget sheets.

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  Boston Financial Investment Management, LP

  Sept 2019 - Nov 2019

  Financial Consultant

  Drive key analysis, reporting, and research regarding financial data; leverage advanced Excel skills to input and assess large quantities of data, including V-lookup. Analyze balance sheets and income statements for Low Income Housing Tax Credit (LIHTC), align BFIM financial data to inputs in preparation for audits, and identify/categorize line items within individual financial statements.Key Accomplishments:● Effectively reconciled, analyzed and inputted over 200 property and real estate financial statements within the working days four weeks and an average pace of 18 statements per day.● Leveraged data science principles and tools to effectively categorize and organize data and increase reporting capabilities. Show less

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  WAGMI Media

  Nov 2022 - Sept 2023

  Head of Commerce

  Developed and lead the content creation team to create engaging content regarding blockchain technology, cryptocurrency, and derivatives trading; Brokered and led business deals and partnerships to known FinTech companies; Curated and taught trading classes to Discord community on a bi-weekly basis;Key Accomplishments:● Planned and executed social media marketing strategies that yielded a 1000%+ growth MoM onmultiple large social media platforms.● Led and completed partnerships and business deals yielding a nominal of Rp. 100,000,000 withinfirst 4 months of tenure in the company. Show less

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  Sucor Sekuritas

  Jul 2023 - now

  Relationship Manager: • Manage and maintain relationships with existing institutional clients to ensure client satisfaction and loyalty.• Expand client base by networking and establishing new relationships with potential clients. • Open new trading limit / credit lines for the Fixed Income division to increase business opportunities and cultivate a closer relationship with clients. • Handle and resolve client complaints regarding service issues promptly and effectively.AI Project & Implementation Lead: • Spearhead the company's initiative to implement Artificial Intelligence solutions across various divisions.• Automate internal business processes to optimize workflow and reduce human error in data entry. • Create and develop in-house AI applications tailored to the needs of internal divisions by leveraging Python libraries such as LangChain and Phidata to create multi-agent LLM applications and workflows.• Collaborate with cross-functional teams to identify areas where AI can be leveraged to improve efficiency and productivity. • Stay up-to-date with the latest AI trends and technologies to ensure the company remains at the forefront of innovation.Notable Achievements:• Fixed Income - Contributed to exceededing division's 2024 KPI revenue and trading volume by 100%.• AI Project Lead - Development, testing and implementation of client-facing AI assistant for our company's trading application that utilizes proprietary function calling to aid in financial analysis and education. Show less • Curate, develop, and maintain relationships with institutional clients to provide tailored services • Assist in brokering deals and trades within the corporate and government bond market • Create and maintain AI-powered tools to streamline processes and automate internal workflow for the FI teamKey accomplishments: • Opened 1 line with an institutional foreign bank and initiated KYC dialogue with two additional institutional clients • Assisted in brokering, trading, and dealing over 1 trillion IDR in volume • Developed an automated, AI-powered bond market closing commentary for clients Show less

  • Fixed Income Relationship Manager | AI Implementation & Project Lead

    Mar 2024 - now

  • Junior Fixed Income Trader and Dealer

    Jul 2023 - Mar 2024