Jashan Meet
Investment consultant
Los Angeles,CA
Summary
As an aspiring investment consultant, I possess a strong background in investments and financial advisory. With a track record of successfully delivering strategic financial solutions, I am proficient in financial analysis and Microsoft Office, particularly Excel. I am also adept at managing multiple tasks in a fast-paced environment. My experience in financial services has enabled me to build strong client relations and provide excellent customer service. In addition, my startup experience demonstrates my ability to thrive in an ambiguous environment, adapt quickly, and deliver exceptional results.
Overview
6
6
years of professional experience
Work History
Portfolio Analyst
Hylander Financial Group
09.2022 - 03.2023
- Conducted extensive research and performed financial analysis to produce performance reports for investment strategies
- Managed a portfolio worth $270,000 using DCF models and investment reports, showcasing my proficiency in financial modeling, data analytics, and valuation techniques
- Collaborated with team members to develop and execute tailored investment strategies, leveraging Bloomberg Terminal, FactSet, and Excel to enhance decision-making and achieve individual and team KPIs
- Demonstrated excellent presentation and communication skills by effectively communicating portfolio performance and market insights to clients, advisory boards, and industry professionals through clear and concise presentations
- Assisted clients in navigating complex financial markets and regulatory environments, continuously monitoring market trends to inform investment decisions and align with clients' investment goals and risk tolerance.
- Met with clients on regular basis to discuss market trends, portfolio adjustments and performance details.
- Made proactive adjustments to portfolios due to market trends.
- Recommended methods to increase yields and reduce risk exposure.
- Facilitated new investment strategies to address areas of underperformance.
- Developed financial analysis reports and presentations by applying acquired financial principles.
- Assessed company investment potential by examining historical trends, current activities and stated plans.
Graduate Student Assistant
UCR
04.2022 - 03.2023
- Built and maintained strong client relationships by providing personalized investment advice and solutions, while collaborating with cross-functional teams to drive successful deal negotiations
- Actively participated in industry events and conferences to stay informed on market trends and developments, continuously enhancing investment strategy and decision-making
- Demonstrated expertise in data analysis, financial modeling, and strategic market analysis by developing regression models for optimized price change calculations and conducting comprehensive market research
- Utilized advanced valuation techniques and employed risk management strategies to optimize investment portfolios and deliver tailored financial solutions to clients through collaboration with multidisciplinary teams during M&A transactions
- Stayed current on industry trends and regulations, ensuring compliance standards were met, and provided relevant insights to clients and colleagues through effective communication and interpersonal skills.
- Provided individualized and small group support to reinforce classroom topics and promote student learning.
- Prepared reports, presentations and articles using Microsoft Word and PowerPoint.
- Guided and encouraged students to develop positive attitudes toward learning.
- Used lectures, discussions, or supervised role-playing methods to present subject matter to students under direction and guidance of teachers.
- Led discussion sections, tutorials or laboratory sections.
Chief Financial Officer
ICBSC, UCR
01.2022 - 04.2022
- Demonstrated exceptional attention to detail and expertise in financial analysis, forecasting, and corporate finance, securing 1st runner-up award in a global business documentation competition for a $130+ million company
- Conducted comprehensive due diligence for M&A transactions and leveraged financial modeling techniques for IPOs and capital market transactions, ensuring successful deal execution and high client satisfaction.
- Oversaw monthly, quarterly and annual financial reporting while developing annual operational budget and 3-year projections.
Equity Research Analyst
Methodical Trading Angiography Pvt Ltd
11.2020 - 08.2021
- Successfully launched tradinganatomy.com leveraging my experience at Noble Crew, providing actionable insights to clients and stakeholders through data-driven analysis of stock market trends, and optimizing portfolio performance
- Conducted comprehensive due diligence for M&A transactions and utilized financial modeling techniques for IPOs and capital market transactions, while building and maintaining strong client relationships and offering personalized investment advice
- Collaborated with cross-functional teams to drive successful deal negotiations and actively participated in industry events and conferences, staying informed on market trends and developments to enhance investment strategy and decision-making.
- Determined viability and rebalanced portfolio by analyzing information.
- Produced financial models for buy and sell recommendations within multiple industries.
- Identified stock ideas using innovative screening tool.
- Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions.
- Presented plans to client with smooth and professional presentations to enhance buy-in chance and promote collaboration.
Founder, Tutors
Noble Crew, Micro Proprietary Consulting Services
01.2017 - 08.2021
- Leverage entrepreneurial skills and financial expertise to co-found an edtech startup that facilitated university admissions, drove business growth, and achieved a 50% QOQ revenue increase and a 20% reduction in advertising expenses
- Demonstrated resilience and adaptability in a challenging market environment by developing and executing comprehensive SEO marketing plans and adapting business strategies to mitigate Covid-19 impact
- Utilized financial modeling and valuation techniques, conducted in-depth market research, and maintained strong client relationships to inform investment strategies, portfolio management, and provide tailored investment advice
- Collaborated with cross-functional teams to drive successful deal negotiations, ensuring compliance standards were met, and provided relevant insights to clients and colleagues by staying up to date with industry trends and regulations
- Projects
- Multiple projects on GitHub, https://github.com/jashanmeet-collab
- Delivered speeches and attended industry conferences to promote company image and engage with buyers.
- Participated in small business training and development to increase company development and exposure.
- Supported students with personalized accommodations, extra assistance and educational assessments.
Education
MBA - Finance & IS
University of California
03.2023
B-Tech -
National Institute of Technology
06.2016
Courses: Investment and Portfolio Management, Derivatives & Trading, Fixed Income, Information -
Skills
- Financial: Financial Analysis, Financial Modeling, Forecasting and Budgeting, Financial Reporting, Investment Analysis, Accounting and Auditing, Data Analysis, Business Acumen
- Software: Bloomberg Terminal, Capital IQ, Microsoft Excel, Python, R, CRM Software, Trading Platforms, Tableau, Power BI, Data Visualization, Data Analysis
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Business opportunities are like buses, there’s always another one coming.
Richard Branson
Timeline
Portfolio Analyst
Hylander Financial Group
09.2022 - 03.2023
Graduate Student Assistant
UCR
04.2022 - 03.2023
Chief Financial Officer
ICBSC, UCR
01.2022 - 04.2022
Equity Research Analyst
Methodical Trading Angiography Pvt Ltd
11.2020 - 08.2021
Founder, Tutors
Noble Crew, Micro Proprietary Consulting Services
01.2017 - 08.2021
MBA - Finance & IS
University of California
B-Tech -
National Institute of Technology
Courses: Investment and Portfolio Management, Derivatives & Trading, Fixed Income, Information -
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