Adam Brody

Finance graduate with a proven track record in customer service and team leadership. Skilled in financial analysis, problem-solving, and effective communication. Experienced in enhancing service quality and managing high-pressure environments. Seeking to leverage hands-on experience and financial acumen in a finance-oriented role.

• Member and active participant of the APA (American Poolplayers Association) since 2018. Captained four different pool teams to the World Pool Championships in Las Vegas.

JPMorgan Chase Investment Banking Job Simulation on Forage - July 2025

• Identified an ideal M&A target for a client based on an assessment of their strategic and financial criteria.
• Constructed a DCF model to calculate the valuation of the M&A target and adjusted the model to account for a competitor bid and supply chain interruption.
• Created a 2-pager for the client containing a company profile and summary of the auction process.

Fidelity International Investment Management Job Simulation on Forage - June 2025

• Completed a simulation focused on optimizing a Fidelity International investment portfolio and evaluating potential stock and fixed income opportunities.
• Applied analytical skills to optimize a managed investment portfolio and provide actionable suggestions for improvement.
• Evaluated publicly listed stocks and fixed income opportunities through SWOT and relative valuation analysis and effectively communicated findings.
• Utilized quantitative techniques like Sharpe Ratio and Excel's Solver function for optimal asset allocation.
• Translated key market observations into actionable ideas for Sales & Marketing strategies.

Currently studying for the CFA level 1 exam.