Omar Pelcastre Cabrera

Welcome

I am a Business Intelligence and Financial Analysis professional with a strong academic foundation in Finance and Computer Information Systems, holding a B.S. in Business Administration from Cal Poly Pomona. My academic journey was marked by honors recognition and leadership roles, including serving as president of the university's student-managed investment fund, where I was a critical part of a team that received the innagural first place in a CFAOC-sponsored competition for our university. This role sharpened my skills in equity research, portfolio management, and data-driven financial strategy.

My technical toolkit includes advanced Python programming for data analysis and automation, Excel modeling, and experience with tools like Tableau, Power BI, and SQL. I've applied these skills across various projects—from financial forecasting models and expense dashboards to investment performance summaries. My portfolio showcases these capabilities through real-world applications that emphasize analytical insight, clear communication, and practical impact.

Before transitioning into finance and BI, I operated a portrait photography business and worked with Sunset School Portraits. This chapter of my career taught me adaptability, customer engagement, and entrepreneurial discipline. These experiences, combined with my analytical training, shape a well-rounded professional perspective—one rooted in creativity, precision, and a commitment to delivering insights that drive decisions.

Portfolio

Interactive Tableau Dashboard

SF Crime Analysis Dashboard

This interactive Tableau dashboard visualizes San Francisco crime data from January 2004 to April 2014. It also includes two years of forcasted crime occurances. It allows users to explore crime trends by category, district, and time, providing insights into patterns and hotspots across the city.

Use the filters and interactive elements to drill down into specific neighborhoods or crime types. The dashboard is designed to support data-driven decision making for public safety, policy analysis, and community awareness. Use the fullscreen button to expand the dashboard for a more detailed view.

Seminar in Portfolio Management - Capstone Project

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CO CAPITAL - Mock Fund Annual Report

This project was created as part of FRL 4331 - Seminar in Portfolio Management at Cal Poly Pomona. The course focused on developing and evaluating alternative portfolio selection models for both individual and institutional use, emphasizing traditional and non-traditional investments. It served as the capstone experience for my finance concentration, combining theory and hands-on application in asset management and investment strategy.

This annual report showcases a comprehensive review of the investment fund's performance, strategic allocation, and financial health. It includes analysis across asset classes, geographic exposure, and sector positioning.

As part of the team, I contributed to the preparation and review of portfolio summaries, built visualizations in Python, and cross-validated performance metrics with Excel-based models. This document demonstrates both technical accuracy and clear communication in financial reporting.

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CFAOC - REQUEST FOR PROPOSAL - SMIF Fall 2019 Presentation

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Student Managed Investment Fund - Fall 2019 Presentation

This project was a collaborative effort and our entire team contributed insights across each section. As the lead on fixed‐income allocation for our student‐managed fund, I began by gathering and cleaning yield and performance data across key bond subclasses—U.S. Treasuries, investment‐grade corporate bonds, and high‐yield issues. I analyzed metrics such as yield-to-maturity, duration, and credit spreads to understand each segment’s risk/return trade-off. In our portfolio modeling, I deliberately sized our duration exposure to benefit from potential rate declines, while preserving enough liquidity to rebalance quickly if conditions shifted. This process involved scripting in Python to pull FRED data, building dynamic Excel models for scenario analysis, and validating outputs against historical yield curve movements.

Given the scope and timeline constraints of a student fund, we opted for broad-market ETFs rather than selecting individual bonds. Using ETFs allowed us to achieve our target exposures—40% Treasury, 45% corporate, and 15% high yield—without the operational complexity and lot-size restrictions of direct bond trading. This ETF-based strategy provided subclass-level diversification, intraday liquidity, and streamlined execution, ensuring our recommendations were both academically rigorous and practical within the fund’s framework.

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About Me

I'm Omar Pelcastre Cabrera, a finance and business intelligence professional with a B.S. in Business Administration from Cal Poly Pomona, concentrating in Finance and Computer Information Systems. During my time at the university, I served as president of the student-managed investment fund, where I was part of the team led a group of talented individuals to a first-place finish in a CFAOC-sponsored portfolio competition. These experiences gave me hands-on exposure to equity research, financial strategy, and data analytics—foundations I continue to build on today.

Before I was authorized to work legally in the U.S., I spent nearly a decade adapting to the constraints of undocumented status. I pursued photography out of both necessity and creativity—eventually running my own business and contracting with studios to support myself and my family. During the pandemic, I transitioned to gig work, where I developed custom tools to track and forecast my income. These moments shaped my mindset: resourceful, flexible, and grounded in real-world problem-solving. I later joined Sunset School Portraits, a role that allowed me to work while caring for my young son.

My technical strengths lie in financial research, equity analysis, and data-driven modeling using Python and Excel. I continue to sharpen these skills through personal projects and ongoing education. My goal is to apply this technical foundation—and the resilience of my journey—to a team that values strategic thinking, adaptability, and meaningful impact. What drives me most is the ability to keep learning while supporting my family. I'm most fulfilled when we're together outdoors, discovering something new. I strive to be a great example for my son and a loving husband to my wife, and I define success as doing meaningful work with purpose while providing for those I love.