Hi, my name is

Henry Fuller.

I build financial systems.

Currently working part-time as a Financial Analyst while pursuing full-time opportunities in private credit and institutional finance in NYC. Skilled in credit analysis, financial modeling, and institutional reporting with CFA Level I candidacy and Argus certification.

QT
QuantMind Terminal
Institutional Financial Research Terminal
Check out my resume

About Me

Education: Master of Finance (Alternative Investment Track) Candidate at UMass Amherst (Expected July 2026, GPA 3.85); Bachelor of Business Administration in Finance, UMass Amherst (May 2025). Relevant coursework includes Fixed Income, Applied Python, and CFA preparation.

Currently working part-time as a Financial Analyst while actively pursuing full-time opportunities in high finance roles in NYC. Skilled in financial modeling, credit analysis, and institutional reporting with CFA Level I candidacy and Argus certification.

Here are a few technologies I've been working with recently:

  • Python
  • Financial Modeling (Argus)
  • Trading Automation
  • Real Estate Analysis
  • Excel / VBA
  • AI/NLP
  • Data Visualization
  • Financial Analysis
  • CFA Level I Candidate
  • Intermediate Python for Finance
  • AI Certified
Henry Fuller

Where I've Worked

Financial Analyst (Open to hire & working part-time) @ Outsourced Financial Strategies

February 2026 – Present

  • Built comprehensive financial models and credit analysis frameworks for private wealth clients managing $50M+ AUM portfolios, providing actionable investment recommendations to C-suite stakeholders
  • Performed detailed financial reporting, variance analysis, and KPI development across client portfolios, enhancing transparency and informing strategic capital allocation decisions
  • Developed institutional-quality reporting packages and ad hoc financial analyses supporting pricing strategy, revenue forecasting, and portfolio optimization for fractional CFO engagements
  • Conducted in-depth market research and competitive benchmarking to support investment thesis development and commercial real estate valuation assessments for high-net-worth client portfolios

Some Things I've Built

🖥️QuantMind Terminal

Featured Project

QuantMind Terminal

Institutional-grade financial research terminal specializing in credit analysis, financial reporting, and investment research. Features automated credit risk assessment, institutional-quality report generation, and AI-powered financial analysis workflows. Engineered with a specialized multi-agent pipeline for credit analysis (Credit Analyst → Financial Statement Analyst → Risk Modeler → Report Generator), integrated with real-time market data and featuring automated SEC filing analysis, earnings report processing, and portfolio performance attribution. Built as a UMass Amherst Masters project and scaled for professional financial services use.

  • React
  • Node.js
  • Cloudflare
  • AI/NLP
  • FinBERT
  • Multi-Agent Systems
  • REST APIs
📈Trading Bot

Featured Project

Algorithmic Trading Bot

A Python-based algorithmic trading system that implements momentum and mean-reversion strategies with automated backtesting. Integrates with live brokerage APIs via Alpaca and Interactive Brokers, incorporating real-time market data feeds, position sizing algorithms, and risk management rules.

  • Python
  • Pandas
  • NumPy
  • Alpaca API
  • Backtrader
🏢Real Estate Model

Featured Project

FHLB $97M Real Estate Model

Comprehensive real estate financial model built for the Federal Home Loan Bank Housing Competition — 2nd place finish. Models a $97M mixed-use development with detailed debt structuring, cap rate analysis, IRR projections, 10-year cash flow waterfalls, and sensitivity analysis across 150+ assumptions.

  • Excel
  • Argus
  • Python
  • Financial Modeling
📊Finance Dashboard

Featured Project

Python Finance Dashboard

An interactive financial data visualization dashboard built with Python, featuring portfolio performance tracking, Monte Carlo simulations for risk analysis, options pricing models (Black-Scholes), and automated report generation. Pulls live market data via Yahoo Finance and Alpha Vantage APIs.

  • Python
  • Plotly
  • Pandas
  • yFinance
  • Streamlit

Other Noteworthy Projects

view the archive

  • QuantMind Terminal

    Bloomberg-style AI-powered financial research terminal featuring real-time market data, interactive charting, and advanced AI capabilities including automated report summarization, deep-dive investigative analysis, and actionable recommendations. Engineered with a multi-agent pipeline (SEC Analyst → Sentiment Analysis → Quant Strategist → CIO Synthesis), FinBERT sentiment processing, and Alpaca paper trading integration.

    • React
    • Node.js
    • Cloudflare
    • AI/NLP
    • FinBERT
    • Multi-Agent Systems
    • REST APIs
  • Folder

    Lead Generation Automation

    Built a Salesforce-integrated lead generation and CRM automation pipeline using Python and Salesforce APIs, reducing manual data entry by 80% and improving pipeline visibility for 10+ financial advisors.

    • Python
    • Salesforce API
    • Pandas
  • Folder

    Options Pricing Calculator

    Implemented Black-Scholes and binomial tree options pricing models in Python with interactive parameter inputs. Supports Greeks calculation (Delta, Gamma, Theta, Vega) and P&L visualization for options strategies.

    • Python
    • NumPy
    • Matplotlib
  • Folder

    Portfolio Optimization Tool

    Markowitz mean-variance optimization tool that calculates the efficient frontier for a given asset universe. Includes Sharpe ratio maximization, minimum volatility portfolios, and Monte Carlo simulation of 10,000+ random portfolios.

    • Python
    • SciPy
    • Pandas
    • Plotly

  • Real Estate DCF Analyzer

    Automated DCF analysis tool for commercial real estate that ingests property data (rent rolls, operating expenses, cap rates) and outputs unlevered/levered IRRs, equity multiples, and sensitivity tables.

    • Excel
    • Python
    • VBA
  • Folder

    CFA Study Tracker

    Personal dashboard for tracking CFA Level I exam preparation progress — topic-by-topic completion tracking, mock exam score logging, and spaced repetition scheduling built with Python and Notion API.

    • Python
    • Notion API
    • Streamlit
  • Folder

    Financial News Sentiment Bot

    NLP-based trading signal generator that scrapes financial news headlines, applies VADER and FinBERT sentiment analysis, and generates directional signals correlated with intraday price movements.

    • Python
    • NLTK
    • FinBERT
    • BeautifulSoup

What's Next?

Get In Touch

Whether you have a question about quantitative finance, want to discuss a trading system, or just want to connect, my inbox is always open. I'll do my best to get back to you!

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