Lei Alison Tien

Experience

• 

  Capital Group

  Aug 2013 - May 2019

  • Utilized SQL and Tableau to extract and transform extensive datasets into interactive dashboards and data-led narratives that aided global institutional clients and portfolio managers in understanding their investment performances• Streamlined operations by automating legacy processes through VBA and Alteryx, resulting in significant time savings ranging from 50% to 90%• Represented the team on various cross-functional and multi-department initiatives, overseeing impact assessments, leading implementation efforts, and ensuring seamless post-implementation functionality Show less

  • Portfolio Analyst

    May 2015 - May 2019

  • Portfolio Accounting Senior Associate

    Aug 2013 - May 2015
• 

  Hotchkis & Wiley Capital Management

  Jun 2019 - Aug 2019

  Pre-MBA Intern

  Conducted fundamental research and financial analysis on equity and fixed income investment ideas in the retail and chemical industries

• 

  T. Rowe Price

  Jun 2020 - Aug 2020

  MBA Intern, Equity

  Developed a comprehensive industry framework for the U.S. recreational vehicle sector by leveraging quantitative models and primary research

• 

  T. Rowe Price

  Sept 2021 - Jan 2023

  Equity Investment Analyst - Business Services

  • Conducted data-led meetings with C-suite executives to diligence go-to-market strategies, operational KPI performance, organic and inorganic growth opportunities, digital transformation, international expansion, and general industry risks and business outlook• Built financial models to analyze and forecast P&L, SaaS revenue metrics, M&A opportunities, strategic outcomes, and investment valuations for short- and long-term investment horizons• Synthetized complex business and industry analyses into industry frameworks and actionable investment recommendations Show less

• 

  PayPal

  Oct 2024 - now

  Strategic Finance