I am a CFA charterholder transitioning from corporate treasury into capital markets and investment management, bringing a unique blend of analytical rigor and operational execution to portfolio and capital allocation decisions.

My background bridges investment analysis, debt capital markets, and balance sheet strategy. I have owned end-to-end decisions on FX exposure management, debt portfolio optimization, liquidity planning, and fixed income execution. This work translated market signals into frameworks that improved forecast precision by 25% while strengthening how currency and balance sheet risks were evaluated at the enterprise level.

What differentiates my approach is decision ownership, not just analysis. I frame the problem, evaluate scenarios using derivatives and fixed income instruments, assess counterparty and liquidity risk, recommend the action, and implement the solution. Then I communicate implications clearly to CFOs and senior leadership. I work where judgment determines outcomes, not just process.

I am pursuing roles in capital markets, investment management, and portfolio management where my treasury foundation becomes an advantage: understanding how funding costs, balance sheet constraints, and liquidity dynamics influence investment decisions. This includes portfolio manager, investment manager, and capital markets roles at asset managers, insurance companies, corporate treasuries, and financial institutions.

Tristan Kelley

GYR Capital 

- Valuation Modeling: Building complex financial models to estimate the value of companies, assets, and investments.
- Investment Analysis: Conducting thorough analysis of investment opportunities to identify potential risks and returns.
- Company Valuation: Determining the value of companies using various valuation methodologies, including discounted cash flow (DCF) analysis and comparable company analysis.
- Market Valuation: Analyzing market trends and data to inform investment decisions and identify opportunities.

Assistant Manager

Valuation Analyst

Chegg Inc.

Subject Matter Expert Finance 

CFA ASPIRANT 
Financial modeling - Time value of money, Forecast cash flow statement, balance sheet, income statement, sales, expenses, dividend discount valuation model, valuation ratios.
Experience In Tally ERP
Experience - Import and Export

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The Battle

Tristan Kelley

Abhishek Ramchandani

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