Recent graduate with excellent research, technical and problem-solving skills. Detail-oriented and able to learn new concepts quickly.
Overview
4
4
years of professional experience
Work History
Senior Equity Analyst
UCSB Investment Advisory Committee
Santa Barbara, CA
10.2020 - 09.2023
Managed $200,000 fund on behalf of Associated Students of UCSB, returning 18% annualized
Successfully pitched Procter & Gamble investment to committee to be a top buy for the fund
Performed discounted cash flow valuations with 3-statement model.
Conducted research on economic, industry, and market conditions to determine investment opportunities.
Strategy Consultant
180 Degrees Consulting
Santa Barbara, CA
10.2020 - 09.2023
1 of 10 selected from 100+ applicants to improve social impact services for world's largest non-profit consultancy
Proposed strategies to local clients to increase profitability using financial and SWOT analysis
Devised social media marketing strategies to increase fundraising among younger audiences.
Designed processes to ensure the successful execution of strategy initiatives.
Retail Sales Associate
Road Runner Sports
Torrance, CA
08.2019 - 12.2020
Consistently exceeded sales targets, helping store grow revenue 33% YoY
Top seller of VIP membership, driving $4K in recurring revenue
Managed customer service inquiries, point of sale, and inventory.
Education
Bachelor of Arts - Economics
University of California, Santa Barbara
Santa Barbara, CA
09.2023
Skills
Capital IQ
Microsoft Access
Microsoft Excel
Microsoft PowerPoint
Salesforce
Statistical Analysis
Economic Trends
Analytical Research
Problem-Solving
Financial Forecasting
Organizations
Finance Connection
Personal Finance Club
Toastmasters International
Leadership Experience
UCSB Investment Advisory Committee, Santa Barbara, CA, Senior Equity Analyst, 10/2020 - 09/2023, Managed $200,000 fund on behalf of Associated Students of UCSB, returning 18% annualized, Successfully pitched Procter & Gamble investment to committee to be a top buy for the fund, Performed discounted cash flow valuations with 3-statement model.
180 Degrees Consulting, Santa Barbara, CA, Strategy Consultant, 10/2020- 09/2023, 1 of 10 selected from 100+ applicants to improve social impact services for world's largest non-profit consultancy, Proposed strategies to local clients to increase profitability using financial and SWOT analysis, Devised social media marketing strategies to increase fundraising among younger audiences.
Hobbies and Interests
Boxing
Running
Rock Climbing
Music
Travel
Cars
Languages
Urdu
Full Professional
Spanish
Limited
References
References available upon request.
Timeline
Senior Equity Analyst
UCSB Investment Advisory Committee
10.2020 - 09.2023
Strategy Consultant
180 Degrees Consulting
10.2020 - 09.2023
Retail Sales Associate
Road Runner Sports
08.2019 - 12.2020
Bachelor of Arts - Economics
University of California, Santa Barbara
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