profile
Katherine Tan brings a well-rounded and analytically rigorous foundation to her role as an Analyst at MergersCorp, shaped by strong training in financial modeling, valuation, and risk management across asset classes.
Prior to joining MergersCorp, Katherine served as an Investment Research Intern at Lions Financial, where she developed her financial modeling and research capabilities by evaluating a firm for funding consideration.
Katherine is an American citizen currently pursuing her Master of Science in Finance at the University of Southern California’s Marshall School of Business, where she has further developed her skill in financial analysis and valuation across different asset classes.
Beyond the classroom, Katherine has taken on significant leadership within USC’s Trojan Student Managed Investment Fund, where she has held positions as both Risk Officer and Co-Portfolio Analytics and Risk Modeling Lead, building Python-based Value-at-Risk and Conditional VaR models alongside a mean-variance optimization framework for the fund.
This blend of applied investment research, rigorous academic training, and hands-on risk modeling experience underscores Katherine as a dedicated and detail-oriented investment professional, well-prepared to contribute to MergersCorp’s advisory work.
