About Me

Investor, Analyst, and Lifelong Learner.

TN

Tony Nguyen

Investment Analyst

Boston, MA  ·  CFA Level II Candidate

Education

BU
Boston University
MS Financial Management · 2026
UMass
UMass Amherst
MS Business Analytics · 2024
UMass
UMass Amherst
BS Informatics · 2023

Skills

Python R SQL VBA Power BI Bloomberg Financial Modeling DCF & Comps HTML/CSS

My Journey

I am a Master of Science in Financial Management candidate at Boston University (Concentration in Investment Analysis) and a CFA Level II Candidate. With a strong foundation in Business Analytics and Informatics from UMass Amherst, I bridge the gap between traditional fundamental analysis and modern data science.

My experience spans Private Equity, Equity Research, and Financial Analysis, where I have leveraged tools like Python, VBA, and SQL to automate workflows, build robust valuation models, and uncover value in the markets.

Professional Experience

BP
Blackmore Partners Inc. Chicago, IL  |  Nov–Dec 2025
Private Equity Business Development Intern
  • Developed VBA macros and custom queries for Cyndx and D&B Hoovers, reducing the reporting lifecycle from 5 days to 2 days for executive investment teams.
  • Vetted 250+ mid-market acquisition targets, narrowing the field to 15 high-priority opportunities for C-suite review based on specific investment mandates.
  • Trained executives on proprietary research tools including Cyndx, Pitchbook, and D&B Hoovers.
EXT
Extern Boston, MA  |  Aug–Sep 2025
Equity Research Analyst Extern
  • Conducted equity research on Synaptics (NASDAQ: SYNA) by analyzing 10-K/10-Q reports to evaluate business segments, risk factors, and the strategic pivot toward high-growth IoT.
  • Built comprehensive DCF and Comps models to project a 1-year price target of $95.64, justifying a "Buy" recommendation based on a 39.7% potential upside and stabilizing margins.
  • Authored a professional investment memo synthesizing valuation results and 53% YoY Core IoT revenue growth into a formal long/short thesis for executive review.
KBAM
KB Asset Management Vietnam Vietnam  |  Jun–Aug 2025
Investment Analyst Intern
  • Performed fundamental analysis on Vietnam-market equities in the materials and retail sectors, building DCF and multiple-based valuation models using Finnpro.
  • Engineered a customized stock screener in VBA to track 15+ proprietary metrics across 300+ listed companies, automating a 4+ hour/week manual process.
  • Built an AI tool to scrape 10+ financial outlets daily, reducing research time from 90 to 15 minutes.
MSBDC
Massachusetts Small Business Development Center Springfield, MA  |  Jun–Aug 2024
Financial Analyst Intern
  • Secured $500K+ in funding for 30+ small businesses by developing cash flow projections, loan proposals, and valuation models to demonstrate financial viability to lenders.
  • Increased funding approval rates by 18% through market research and engaging 20+ entrepreneurs to bridge gaps between startups and lenders.
TAM
Tam Studio Vietnam Vietnam  |  Jun–Aug 2023
Business Analyst Intern
  • Developed a market entry strategy for a luxury fashion startup through pricing research and platform evaluations, leading to the selection of Shopify for the e-commerce launch.
  • Used Python to scrape competitor pricing data across luxury retail sites, producing a comparative analysis that informed the brand's premium positioning.

Selected Projects

Loan Eligibility Prediction (Python / Scikit-Learn)
  • Automated loan eligibility processing for 614 applicant profiles using Logistic Regression and Random Forest models, achieving 83% accuracy.
  • Improved detection of high-risk rejections by 20% through threshold tuning.
NYC Airbnb Listing Price Prediction (R)
  • Developed a price prediction model for 48,000+ NYC Airbnb listings using Random Forest with hyperparameter tuning; achieved RMSE of 76.11.
AdventureWorks Business Intelligence Dashboard (Power BI)
  • Architected a Power BI data model with a relational schema and calculated measures for profit margins and return rates; designed an interactive executive dashboard with geospatial mapping.
Online Sports Retail Revenue Optimization (SQL / PostgreSQL)
  • Integrated multi-source retail datasets for 3,100+ products; identified a strong correlation between customer reviews and revenue, producing pricing recommendations for Nike and Adidas categories.