About
Trung (Mike) Huynh
Finance analyst and builder, based in Huntington Beach, CA
I am a finance graduate from UC Riverside who started on the research side of the desk. As Lead Equity Research Analyst for the Hylander Student Investment Fund, I built DCF and comparable-company models and wrote buy and sell theses that beat the portfolio's consumer-discretionary benchmark by 20%.
Now I build the tools that do that analysis at scale. Portfolio Scatter, my live risk-analysis platform, computes more than 15 quantitative risk metrics and backtests bear-market scenarios to guide rebalancing across different risk profiles. Alongside it I build multi-agent AI systems, including a five-agent stock-pitch engine, with every number computed in code rather than guessed.
The output across equity research, tax preparation for 30+ clients, and reporting automation is the same. I take a messy financial process and make it faster, more accurate, and easier to trust.
Experience
- 01Jan 2026 – Present
AI Product Builder
Portfolio Scatter · portfolioscatter.com
- Built a client-facing financial analysis platform that integrates 15+ quantitative risk metrics to automate portfolio rebalancing recommendations across varying risk profiles.
- Backtested bear-market scenarios so clients can visualize portfolio resilience and optimize asset allocation.
- Used ChatGPT and Claude Code to deepen research on portfolio theory, stress testing, and the risk-assessment standards common in wealth management.
- 02Feb 2026 – Apr 2026
Tax Preparer
Orange County United Way · Orange County, CA
- Prepared 50+ federal and state returns for a non-profit through tax season for low-to-moderate-income households, holding high accuracy under IRS VITA standards.
- Interviewed 100+ clients to assess income sources (W-2, 1099, self-employment) and ensure accurate, compliant reporting.
- 03Mar 2025 – Jun 2025
Tax & Accounting Intern
Cirigliano Law Firm · Orange, CA
- Improved tax-documentation workflows in ProSystem fx and Sage Peachtree, cutting processing time by roughly 10% and reducing filing errors.
- Managed relationships with 30+ individual and business clients, ensuring accurate, timely filing across capital gains, partnerships, and self-employment income.
- Built automated Excel reports for financial reconciliation, reducing daily data processing time by roughly 15%.
- 04Jan 2024 – Jan 2025
Lead Equity Research Analyst
Hylander Financial Group (UCR Student Investment Fund) · Riverside, CA
- Generated 20% excess return versus the XLY benchmark in the student equity portfolio by refining valuation models (DCF, comparables) and investment theses across consumer discretionary.
- Translated DCF and comparable-company analysis into clear buy and sell reports and RFPs for investment-committee review.
- Ran regression analysis on macroeconomic indicators, reducing portfolio drawdowns by 5%.
Education
University of California, Riverside
B.S. Business Administration, Finance
Sep 2021 – Jun 2025
GPA 3.74 · Dean's List · Chancellor's List
Certifications
- FINRA SIE
- IRS VITA (Basic)
- Citi Forage, Investment Banking
Skills
Analysis
- Valuation (DCF, comps)
- Financial modeling
- Forecasting & budgeting
- Variance analysis
- Cash-flow analysis
- Equity research
Building
- Agentic AI applications
- Prompt engineering
- Claude Code
- Claude Cowork
- Cursor
- ChatGPT / Codex
Tools
- Excel (PivotTables, VLOOKUP, Power Query, Macros)
- Capital IQ
- Salesforce
- PowerPoint / Word
- Google Workspace