I am currently a senior at California State University Fullerton expecting to graduate in May 2021. I am pursuing a bachelor’s in business administration with a concentration in Finance. Upon graduation I am seeking opportunities as a financial analyst in asset management,investment banking, or private equity.
In line with my career aspirations I recently achieved a position in SMIF as an associate, SMIF is also known as the Student Managed Investment Fund, we manage over $100,000 from the CFAOC. Titan Capital Management is my other next step toward my career as an investment analyst. In this role I work alongside a team of students who were all handpicked by the department to actively manage a $1.5 million portfolio for the CSUF Philanthropic Foundation.
I am currently an active member in a variety of on-campus organizations including the Finance Association, Accounting Society, and Sigma Pi Fraternity. I currently hold a position within the Sigma Pi Fraternity as the head of the academic committee. The opportunity to be the head of the committee has allowed me to learn a great deal of soft skills such as team based problem solving, communication, leadership skills.
In Depth Experience Overview
Investment Analyst (04/2020-Present): In Titan Capital Management, I work alongside a team of fellow student analysts to actively manage a $1.5 million portfolio for the CSUF Philanthropic Foundation. I perform a vigorous top down as well as a bottom-up analysis before writing reports to contribute to the investment process, I primarily utilize Discounted Cash Flow models to develop valuations as well as quantitative risk assessment.
Associate Analyst (01/2020-Present): In the Student Managed Investment Fund (SMIF) I work alongside a team of fellow analysts to actively manage a $100,000 portfolio for the CFAOC. I perform equity research as well as review the work of the junior analysts before forwarding the reports to higher up associates.