About

I'm Omar Pelcastre Cabrera, an aspiring 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.

My technical strengths are reinforced by my business acumen that lie in financial research, equity analysis, and data-driven modeling. Some of the tools I use include Python, R, and Excel. No-code tools also play a role in my toolkit (Tableau, PowerBI & Airtable). 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 while providing for those I love.

I'm currently open to new opportunities and collaborations, don't hesitate to reach out if I'd be a fit for your team. Connect with me on LinkedIn or checkout my GitHub for more projects.

Current Projects

• 

  Portfolio Optimization ↗

  Python-based mean-variance optimizer that pulls historical price data, computes efficient frontiers, and outputs interactive charts in Jupyter Notebook. Optimization methods include Markowitz and Minimum Variance.

  Jupyter Notebook Python Pandas NumPy
• 

  CFA Institute Research Challenge: Alteryx Report ↗

  Equity analysis & valuation of Alteryx, leading to a DCF- and multiples-based HOLD recommendation presented to judges.

  Equity ResearchDCFValuationCFA IRC Competition
• 

  Unemployment Demographic Analysis ↗

  Jupyter notebook exploring unemployment trends by age, race, and gender using Census and BLS data. Performs data cleaning, visualization, and statistical analysis to uncover insights. Methods for analysis include time-series analysis, change-point detection, and demographic segmentation.

  Jupyter Notebook Python Pandas Matplotlib
• 

  SF Crime Data Dashboard ↗

  Interactive Tableau viz showing crime patterns in San Francisco—filter by category, time, and neighborhood. Analyzes trends, hotspots, and seasonal variations using historical data from 2003-2015. Geographic analysis includes heatmaps and clustering to identify crime hotspots.

  Tableau Data Viz GIS
• 

  Seminar in Portfolio Management Report (PDF) ↗

  12-page report detailing annual performance, variance analysis, and forward guidance of a simulated portfolio. Utilizes advanced spreadsheet functions and data visualization techniques to present findings. Methods for analysis include scenario analysis, stress testing, and performance attribution. Data is sourced from Refinitiv Eikon and Google Sheets.

  PDF Report Financial Analysis Google Sheets Refinitiv Eikon
• 

  CFAOC Portfolio Competition Presentation (PDF) ↗

  15-page presentation summarizing our winning portfolio strategy, analysis, and performance metrics. Slide design and data visualizations were formatted using Google Sheets and Tableau. Data was compiled from various sources, including Bloomberg, FRED, and company filings. The presentation includes detailed analysis of sector allocations, risk metrics, and performance attribution. Methods for analysis include portfolio optimization, risk-adjusted returns, and scenario analysis. My contributions included data analysis, portfolio optimization for asset allocation, slide design, and presentation delivery.

  Excel Bloomberg Terminal Tableau PowerPoint Financial Analysis

Skills

Experience

• Jun 2019 – Jan 2021

  Equity & Fixed Income Analyst Intern

  Cal Poly Pomona Student-Managed Investment Fund

  • Led sector analysis for Financials, Real Estate & Utilities within a $200K fund.
  • Built a Markowitz mean-variance optimizer to tailor asset allocations for the CFA OC RFP.
  • Performed ongoing performance monitoring, rebalancing & fixed-income risk analysis.
• Apr 2021 – Present

  Independent Contractor – School Photographer

  Sunset School Portraits

  • Manage 200+ student sessions per day under tight timelines, maintaining 100% delivery accuracy.
  • Built a custom tracking tool (Python/Excel) to forecast daily bookings and streamline workflows.
  • Coordinated with administrators & educators to ensure smooth, on-time events.
• Mar 2020 – Apr 2021

  Driver

  Uber & Postmates

  • Provided reliable transportation services for parcels and food delivery.
  • Maintained a 5.0-star rating on Uber for exceptional service.
  • Utilized efficient route planning to optimize delivery times.
• 2013 – Present

  Owner & Lead Photographer

  Omar Pelcastre Photography

  • Founded and grew an event photography business serving weddings, quinceañeras and community events.
  • Coordinated 12+ hour shoots with bridal shops, event planners and assistants to capture every moment.
  • Built and maintained custom online galleries for hundreds of clients to view, share, and download proofs.
  • Managed all client communications, contracts, billing and post-production delivery.