Justin Jenkins
Personal Investment Portfolio
Pomona,CA
4
years of professional experience
Equity analyst focused on financial modeling, market trend analysis, and investment strategy development. High-output workflow with efficient task completion and consistent deliverables. Strength in critical thinking and clear communication to support data-driven investment recommendations.
Work History
Equity Analyst
3 Months- Built DCF and 3-statement models for the software industry
- Preparing a pitch on Paycom (PAYC) for the investment committee
- Prepared research using FactSet
3 Years 8 Months
- Built and managed a 25-stock portfolio acquired through bottom-up and top-down analysis
- Returned +120% since March 2023 vs. +80% for the S&P 500
- Value-driven approach with a 5% size limit, diversified across multiple sectors
Sales Representative
4 Months- Conducted one-on-one consultations, tailoring each presentation to the clients needs and budget
- Presidents Club award winner; approximately 1% of representatives earn this award
- Set the office Fast Start record with $7,300 in product sold in the first week
Education
Bachelors Degree - Business Administration, Finance
GPA: 3.92/4.0
Associates Degree - Business Administration
GPA: 4.0/4.0
Skills
Financial modeling
Equity research
Microsoft Excel
Market research
DCF and 3-statement modeling
Industry analysis
Extracurricular Activities
Woodworking experience
- Skills: milling rough lumber, panel glue-ups, mortise-and-tenon joinery, hard wax finish, and live-edge cleanup.
- Built: Floating shelves, cabinets, desks, cutting boards, and bed side tables.
Timeline
Equity Analyst
Student Managed Investment Fund, CSUF
08.2026 - CurrentRead More
Sales Representative
Vector Marketing, Fullerton
02.2025 - 06.2025Read More
Personal Investment Portfolio
03.2023 - CurrentRead More
California State University Fullerton
Bachelors Degree from Business Administration, Finance
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Chaffey College
Associates Degree from Business Administration
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