Highly skilled analytical professional utilizing excellent research, communication and problem-solving skills.
Overview
4
4
years of professional experience
Work History
Senior Equity Analyst
UCSB Investment Advisory Committee
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.
Generated ideas within various sectors.
Strategy Consultant
180 Degrees Consulting
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.
Researched, analyzed and solved marketing and strategy concerns through personalized approach.
Retail Sales Associate
Road Runner Sports
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.
Greeted customers and helped with product questions, selections, and purchases.
Education
Bachelor of Arts - Economics
University of California, Santa Barbara
09.2023
Skills
Capital IQ
Stata
Microsoft Access
Microsoft Excel
Microsoft PowerPoint
Salesforce
Financial Analysis
Problem Solving
Interpersonal Skills
Languages
Conversational Urdu
Spanish
English native
Organizations
Finance Connection
Personal Finance Club
Toastmasters International
Leadership Experience
UCSB Investment Advisory Committee, Santa Barbara, CA, Senior Equity Analyst, 10/2020, Current, 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, Current, 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
Track & Field Captain, led collegiate team to various high ranking positions across the state.
Hobbies and Interests
Boxing
Running
Rock Climbing
Music
Travel
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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