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Ellen Su

Ellen Su

Park City, UT, United States
Member since September 15, 2016
Ellen is a fixed-income trader and portfolio manager who now freelances in financial modeling. She is excited to bring to Toptal clients a vast set of tools to employ on analytical projects. Her unique talent is a seamless combination of data sourcing, programming, financial analysis, storyboarding, and visualization.
Ellen is now available for hire
Career Highlights
Academic Highlights
Case studies
Industry Expertise
  • Financial Services
Software Expertise
  • Microsoft Excel
  • PowerPivot
  • R
  • SQL
Other Expertise
  • Data Science
  • Machine Learning (ML)
  • SSAS Tabular
  • Principal Consultant
    Park City Finance, LLC
    2011 - PRESENT
    • Drove actionable business intelligence for my clients through cutting-edge data analysis.
    • Built predictive financial models using R, Visual Basic, PowerPivot, and SSAS tabular.
    • Combined machine-learning techniques with derivative-modeling algorithms for comprehensive financial models.
    • Tightly integrated the data warehouse with analytical tools with SQL, PowerPivot, and Power BI.
    Focus areas: Financial Modeling, Business Analytics, Financial Planning & Analysis (FP&A)
  • Director
    UBS Warburg Energy
    2002 - 2003
    • Set up and managed the interest-rate and foreign-currency hedging operation for the energy-trading subsidiary of UBS Warburg.
    Focus areas: Fixed-Income Derivatives Trading, Currency Trading
  • Director of Financial Trading
    2000 - 2002
    • Structured and executed interest-rate swaps and swaptions on up to $750 million in notional principal, including amortizing structures.
    • Devised currency-hedging strategies for various internal and external exposure.
    • Managed a $2 billion Canadian fixed-income portfolio.
    • Traded U.S. Treasury and Eurodollar futures, as well as sovereign cash instruments.
    • Traded spot, forwards, and par forwards, in all major currencies.
    Focus areas: Fixed-income derivatives trading, Foreign-currency trading, Hedging
  • Portfolio Manager
    Munder Capital Management
    1997 - 2000
    • Managed over fifty institutional fixed-income portfolios.
    • Traded mortgage-backed securities, agency debentures, and U.S. Treasuries.
    • Designed and programmed a fixed-income trading application used by the entire fixed-income department for portfolio management, trading, and trade clearing.
    Focus areas: Investment Management, Fixed-income trading
  • Summer Associate
    Lehman Brothers
    1996 - 1996
    • Worked on fixed-income derivatives and equity proprietary-trading desks.
    Focus areas: Fixed-income derivatives, Equity proprietary trading
  • Associate
    1993 - 1995
    • Managed all interest-rate and foreign-currency exposures for a $1 billion portfolio.
    • Developed and implemented exotic dual-commodity, path-dependent option models.
    • Valued asset acquisition and divestitures, including a $170-million physical-asset acquisition.
    Focus areas: Hedging, Risk management, Fixed-income trading, Quantitative research
Other Experience
  • Course certificate in Machine Learning
    Stanford University (via Coursera) - Online
    2016 - 2016
  • Chartered Financial Analyst (CFA) in Financial Analysis
    Association for Investment Management and Research - Nationwide (USA)
    1997 - 2000
  • Master of Business Administration in Finance and Corporate Strategy
    Ross School of Business, University of Michigan - Ann Arbor, Michigan
    1995 - 1997
  • Bachelor's degree in Finance and Accounting
    Wharton School of Business, University of Pennsylvania - Philadelphia, Pennsylvania
    1989 - 1992
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