I am a multidisciplinary finance professional who translates data into actionable decisions, with hands-on experience spanning investment analysis, portfolio management, AI model training, legal operations, and strategic consulting. I thrive at the intersection of finance, technology, and client outcomes, building scalable systems and analytical models to inform decisions under uncertainty. Currently pursuing CFA Level II, I enjoy tackling cross-functional challenges, market research, and opportunities to expand into new sectors. I’m passionate about languages, infographics, and collaborating with diverse teams to deliver measurable impact.

Tolu O. Emokpae

I am a multidisciplinary finance professional who translates data into actionable decisions, with hands-on experience spanning investment analysis, portfolio management, AI model training, legal operations, and strategic consulting. I thrive at the intersection of finance, technology, and client outcomes, building scalable systems and analytical models to inform decisions under uncertainty. Currently pursuing CFA Level II, I enjoy tackling cross-functional challenges, market research, and opportunities to expand into new sectors. I’m passionate about languages, infographics, and collaborating with diverse teams to deliver measurable impact.

Available to hire

I am a multidisciplinary finance professional who translates data into actionable decisions, with hands-on experience spanning investment analysis, portfolio management, AI model training, legal operations, and strategic consulting. I thrive at the intersection of finance, technology, and client outcomes, building scalable systems and analytical models to inform decisions under uncertainty.

Currently pursuing CFA Level II, I enjoy tackling cross-functional challenges, market research, and opportunities to expand into new sectors. I’m passionate about languages, infographics, and collaborating with diverse teams to deliver measurable impact.

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Language

Arabic
Advanced
French
Advanced
Japanese
Advanced

Work Experience

Analyst (Contractual) at Outlier AI & Stellar AI
November 1, 2024 - Present
Analyzed and annotated complex datasets to enhance AI model training across multiple domains. Created hundreds of structured JSON prompts to simulate and test nuanced legal and financial scenarios. Leveraged industry-specific expertise to evaluate AI model understanding of professional documents.
Portfolio Manager & Equities Analyst at Dignity Financial Holdings
January 1, 2024 - Present
Managed a personal trading portfolio with a focus on options strategies, adapting to volatility and mitigating downside risk. Conducted technical and fundamental analysis across multiple asset classes to generate actionable investment insights. Built financial models and delivered equity reports with forward-looking valuation estimates.
Fractional CFO at Azures Carib
February 1, 2023 - Present
Designed and implemented compliant bookkeeping and archival systems to support international expansion. Led market and sales research initiatives, delivering competitive intelligence to senior stakeholders. Rebuilt and optimized company website, integrating storefront functionality to support global sales.
Associate at First Works Capital Solutions LLC
June 1, 2021 - August 1, 2022
Reduced outstanding account balances by $200K+ through proactive monitoring and client engagement. Facilitated the acquisition of 10+ properties, providing affordable housing to dozens of families in Washington County. Supported financial modeling to improve cash flow projections and investment analysis.
Paralegal at The Badaki Law Firm
June 1, 2021 - August 1, 2022
Contributed to $100K+ in firm revenue by managing client intake, communications, and case documentation. Streamlined document management through digitization, enhancing team efficiency and compliance. Built document automation platforms using DocAssemble and launched a new firm website, reducing drafting time by 35%+.
Project Manager at The Friedlander Group
May 1, 2021 - January 1, 2022
Engaged Congressional staffers to advocate for HR 1179, increasing support through direct outreach. Coordinated project planning and strategic outreach across multiple state offices.
Programming Intern at Center for Student Leadership & Involvement, Colgate University
September 1, 2018 - December 1, 2020
Conducted data-driven analysis of student event attendance to inform alternative programming. Implemented late-night programs to reduce alcohol-related incidents and improve student engagement.
Senator, Committee Chair at Student Government Association, Colgate University
August 1, 2016 - December 1, 2017
Led constitutional revisions to improve governance transparency and inter-organizational collaboration. Spearheaded initiatives providing free hygiene products and organized charitable drives supporting refugees.

Education

Master of Science in Finance (STEM) at Simon Business School, University of Rochester
January 11, 2030 - July 1, 2023
Bachelor of Arts, International Relations & Middle East/Islamic Studies at Colgate University
January 11, 2030 - December 1, 2020

Qualifications

CFA Level II Candidate
January 11, 2030 - May 1, 2026

Industry Experience

Financial Services, Professional Services, Software & Internet, Education