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index.qmd
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---
title: "Edaurdo Ramirez"
subtitle: "my data science portfolio"
format: html
# use quarto markdown to
---
# Introduction
**Portfolio Introduction**
This portfolio was created as part of the Data Science minor at Brigham Young University, showcasing my skills and experiences in three key areas: Data Analysis, Machine Learning, and Data Visualization. Its primary purpose is to demonstrate the knowledge I have gained throughout the program and how I have applied it to real-world data challenges.
While many of the projects were completed within a university setting and contain sensitive information that cannot be shared publicly due to academic integrity policies, I have included select projects that highlight my capabilities.
**CFA Institute Research Challenge: A Transformative Experience**
Participating in the CFA Institute Research Challenge was one of the most rewarding experiences of my academic journey. This competition allowed me to step into the role of a financial research analyst, gaining invaluable hands-on experience in financial analysis, valuation, report writing, and professional ethics.
As part of a dedicated team, I worked closely with my peers, a faculty advisor, and an industry mentor to analyze a publicly traded company and produce a comprehensive written report and presentation. The process was both challenging and exhilarating, testing my analytical abilities, teamwork, and communication skills in a high-pressure environment.
Through this competition, I improved my ability to:
- Conduct detailed equity research and financial valuation.
- Present complex financial findings clearly and persuasively.
- Collaborate effectively within a team while meeting tight deadlines.
The experience also provided me with a unique opportunity to engage with professionals in the financial industry, receive constructive feedback, and gain insights into real-world applications of finance. Competing at a high level pushed me to grow both personally and professionally, leaving me better prepared to tackle future challenges in my career.
Overall, the CFA Institute Research Challenge was a transformative experience that deepened my passion for finance and strengthened my readiness for the professional world.
CFA Report word doc download
[Download CFA report](data/CFA.docx)
**Capital Research for Radius Recycling (RDUS)**
1. **RDUS Capital Structure Analysis:**
- Conducted a detailed analysis of RDUS's financial leverage and its impact on earnings per share (EPS).
- Assessed scenarios under different economic conditions (recession, current, and boom) to evaluate debt reliance and working capital strategies.
- Proposed a shift toward short-term borrowing and asset optimization to improve liquidity.
- [RDUS Capital Structure Analysis](/Projects/RDUS Capital Structure Analysis.qmd)
2. **RDUS Capital Structure Analysis #2:**
- Explored optimal capital structure using the Weighted Average Cost of Capital (WACC) framework.
- Evaluated RDUS's current debt-to-equity ratio against industry standards, recommending a reduction in long-term debt.
- Highlighted strategies to align with an optimal D/E ratio to lower financial risks and borrowing costs.
- [RDUS Capital Structure Analysis #2](/Projects/term2.qmd)
3. **RDUS Statistical Research (OLS):**
- Performed Ordinary Least Squares (OLS) regression to investigate the relationship between accounts receivable and net income.
- Identified key factors affecting RDUS’s profitability, emphasizing the limited explanatory power of receivables on earnings.
- Recommended extending credit cautiously, supported by data trends and historical averages.
- [RDUS Statistical Research (OLS)](/Projects/term2.qmd)
**Applied Time Series Research**
1. **China Export Commodities Time Series Analysis:**
- Applied time series techniques to analyze trends, seasonality, and irregularities in China's export commodity data from 1990 to the present.
- Conducted a classical multiplicative decomposition to distinguish long-term growth patterns, seasonal cycles, and random shocks influenced by macroeconomic events.
- Provided actionable insights into optimizing trade strategies by leveraging seasonal trends and mitigating risks from unpredictable disruptions.
- [Time Series Reserach on China's Export Commodities](/Projects/project_1.qmd)
**Intermediate Macroeconomic Model**
1. **Aggregate Demand–Aggregate Supply model**
- Built the Aggregate Demand and Aggregate Supply (AD-AS) model from scratch using advanced calculus and complex mathematical formulations.
- Incorporated key parameters like inflation rates, short-run output, and Taylor rule adjustments to simulate dynamic economic behaviors.
- Developed functions to compute short-run equilibrium, inflation stabilization, and policy effects, relying on rigorous mathematical foundations.
- Simulated scenarios such as the COVID-19 economic crisis to analyze policy responses, including changes in interest rates and fiscal interventions.
- Generated visualizations to interpret model outputs and validate theoretical assumptions against real-world data.
- [Aggregate Demand–Aggregate Supply model](/Projects/13CH AD-AS Simulation.qmd)
**Investment Society Leadership and Financial Research**
2. **Bloomberg Terminal Financial Research:**
- Developed comprehensive guides and templates for navigating the Bloomberg Terminal to analyze equities, financial statements, and key ratios.
- Regularly lead presentations as the Investment Society President, teaching students how to effectively use Bloomberg for financial data research and decision-making.
- Focused on creating efficient workflows, including custom templates for financial analysis and integrating Bloomberg data with Excel for streamlined calculations.
- Emphasized the importance of understanding field definitions and methodology to ensure accurate and insightful financial analysis.
- Template link is one of the sample Bloomberg templates I made.
- [Blomberg Template](/Projects/project1.qmd)