About
Prabin Pandey
Finance professional specializing in corporate valuation, derivative pricing, and machine learning. I bridge traditional finance with technology — from complex Excel models for PE transactions to Python-based valuation tools and AI-integrated decision-support dashboards.
Education
Temple University, Fox School of Business
MS Financial Analysis
GPA 3.98
Tribhuvan University
BBA — Finance
GPA 3.81
Certifications
CFA Level II Candidate
CFA Institute · In Progress · Sitting 2026
Passed Level I — March 2026
CFA Program Level I — Passed
CFA Institute · Issued March 19, 2026 · Does not expire
Covers investment tools, asset classes, portfolio construction, and ethical standards.
Experience
Sethi Clarity Advisers
Associate Financial Consultant
- ·Engineered AI-driven financial planning models simulating retirement income trajectories, net worth accumulation, and multi-scenario contribution strategies for client portfolios.
- ·Developed AI-based analytical tools to evaluate investment allocations, optimize portfolio construction, and monitor client performance against benchmarks.
- ·Maintained client investment data in portfolio management software, ensuring accurate performance reporting and audit-ready financial records.
- ·Designed and developed an internal financial planning website, integrating AI-driven models into a user-friendly interface to streamline data input and advisory analysis.
Temple University, Ambler Campus
IT Consultant
- ·Developed Power BI dashboard analyzing visitor traffic patterns and resource utilization across campus facilities, supporting operational decision-making and financial reporting.
Global IME Bank
Customer Relations Intern
- ·Organized and maintained client documentation, tax records, and collateral files, supporting audit readiness.
- ·Prepared financial reports and cost summaries to inform management decisions on lending terms, product pricing, and operational planning.
- ·Counseled clients on banking products, insurance, and wealth management strategies.
Skills & Tools
Bringing expertise in quantitative modeling, data analytics, and AI-integrated finance to roles at the intersection of financial analysis and technology. MS Financial Analysis graduate — now available.
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