Hung Tran

Business Development Executive

Chicago, Illinois, United States4 yrs 6 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Strong analytical and strategic skillset in finance.
Proven experience in client advisory and investment banking.
Multiple finance certifications enhancing industry knowledge.

Stackforce AI infers this person is a Finance professional with expertise in Banking and Investment sectors.

Contact

Skills

Core Skills

BankingClient ServicesInvestment BankingFinancial ModelingPortfolio ManagementInvestmentsBanking OperationsFinancial InstitutionsAnalytical Skills

Other Skills

Financial ProductRegulatory ComplianceSecurities RegulationDCF ValuationClient AssessmentFundamental AnalysisMacroeconomicsStock OptionTechnical AnalysisMicroeconomicsLogistics ManagementNonprofit OrganizationsTime ManagementMarket AnalysisInvestment Strategies

About

Hello, welcome to my profile! I am currently studying the M.S. Finance program at DePaul University with a strong interest in banking. As an ambitious person, I am constantly learning to deepen my knowledge in the industry. I hold several certifications, such as SIE, Series 63, Series 6, financial modelling, and financial portfolio management,... I am currently seeking an internship or full-time role in the financial services industry, and I am eager to apply my analytical and strategic skillset to drive a meaningful impact on the company's success.

Experience

Jpmorganchase

2 roles

Relationship Banker

Promoted

Dec 2025 – Present · 3 mos · Chicago, Illinois, United States

Deliver comprehensive client advisory by integrating core banking, credit, and investment solutions, partnering with Financial Advisors to identify portfolio opportunities aligned with clients’ financial objectives and risk profiles
Conduct detailed client financial assessments to tailor suitable investment discussions and long-term relationship

BankingFinancial ProductClient ServicesRegulatory ComplianceSecurities Regulation

JPMorgan Chase Investment Banking Job Simulation

Dec 2025 – Dec 2025 · 0 mo · Chicago, Illinois, United States

Conducted strategic and financial screening of Asian acquisition targets for a $1bn EBITDA beverage company, analyzing market growth, ownership complexity, and cross-border execution risk
Developed a DCF-based valuation framework and sensitivity analyses to assess downside risk from operational disruptions and upside pressure from competitive auction dynamics
Synthesized financial and strategic insights into senior-level client materials, supporting a final binding bid and investment recommendation

Financial ModelingDCF ValuationClient AssessmentInvestment Banking

Wells fargo

Wells Fargo Commercial Banking Job Simulation

Oct 2025 – Oct 2025 · 0 mo

Completed a job simulation focused on client analysis and proposal development for Wells Fargo’s Commercial Banking team.
Reviewed financial summaries, industry insights, and client relationship data to identify key growth opportunities.
Assisted in developing a proposal that aligns Wells Fargo’s financial products with client needs to support strategic growth.
Prepared and organized findings into a structured presentation, demonstrating key insights and recommendations for client support.

Cfa institute

CFA Institute Investing Simulation

Oct 2025 – Oct 2025 · 0 mo

Role-play as an investment banker (sell-side) competes on number of trades executed for client, maximize commission, ability to work under pressure and avoid mistakes, and sell-side risk management
Role-play as an asset manager (buy-side), managing $20M portfolio competes on growing and maximizing ROI, beating the market benchmark, price execution efficiency, and buy-side risk management

Investment Banking

U.s. bank

Client Relationship Consultant

May 2025 – Dec 2025 · 7 mos · Chicago, Illinois, United States · On-site

Developed in-depth banking knowledge by assisting clients with a wide range of financial products—including credit cards, checking/savings accounts, CDs, and personal loans—while ensuring personalized financial solutions aligned with client goals
Partnered with Wealth Management, delivered an average of 5 referrals per month to support investment-related services
Passed the FINRA Securities Industry Essentials (SIE) exam and Series 63
Managed $100K branch vault and ATM audits by balancing cash levels, executing buys/sells, and ensuring compliance

Financial ProductRegulatory ComplianceBanking OperationsClient Services

American indian health service of chicago

Finance Intern

Jun 2024 – Jun 2025 · 1 yr · Chicago, Illinois, United States · On-site

Independently set up the accounts receivable process from the ground up, learning and implementing the system without prior infrastructure in place.
Processing long-standing unposted payments, improving financial accuracy, proper tracking of receivables.
Pioneered the creation, tracking, and analysis of key financial reports, including monthly supply purchases from Amazon and medication orders from Henry Schein, enhancing financial transparency and budgeting.
Developed a comprehensive 340B program financial report (2022–2024), analyzing claims by location, type, cost, and profit; identified inactive locations causing unnecessary expenses, leading to cost-saving opportunities.

Stout

Future Leaders in Finance Program

May 2024 – May 2024 · 0 mo · Remote

Selected for Stout's highly competitive Future Leadership in Finance Program based on academic excellence (GPA > 3.5) and strong passion for finance.
Developed a multi-period DCF valuation model for Target and analyzed Lost Profits in a breach of contract case, gaining hands-on experience in valuation and financial dispute analysis with Stout professionals.
Earning 3rd place out of 10 teams for strong analysis and presentation skills in a competitive finance case study.

Chinese mutual aid association (cmaa)

Finance Intern

Jan 2024 – Apr 2024 · 3 mos · Hybrid

Improved accounting processes and streamlined workflows, significantly speeding up record tracking and maintenance across the finance team and various departments.
Streamlined the reconciliation process, which was previously done manually by teammates, by utilizing advanced Excel functions like XLOOKUP and pivot tables, significantly improving efficiency and accuracy.

Transform capital

Finance Intern

Oct 2023 – Jan 2024 · 3 mos · Chicago Ridge, Illinois, United States · On-site

Shadowed professionals in loan services and home closing, ensuring a seamless client experience.
Contributed to financial reporting and collaborated on a financial analysis project with a cross-functional team

Financial InstitutionsLogistics ManagementNonprofit OrganizationsAnalytical SkillsTime Management

Self-employed

Personal Portfolio Manager

Sep 2021 – Present · 4 yrs 6 mos · Chicago, Illinois, United States

Managed 3 investment accounts, including Brokerage, Roth IRA, and 401k, with a focus on diverse investment strategies such as value investing, options (call/put), margin, dividend investment,...
Conducted detailed analyses of investment options and developed robust investing skills in fundamental and technical analysis.
Acquired knowledge in key economic areas like inflation, interest rates, and recession dynamics to enhance investment strategies.

Fundamental AnalysisMacroeconomicsPortfolio ManagementStock OptionInvestmentsTechnical Analysis+1