Sheldan Christensen
New York,NY
Overview
5
5
years of professional experience
Work History
Investment Banking Analyst - Intern
Nova Capital Global Markets
New York, NY
02.2024 - Current
- Conducted in-depth industry research and developed comprehensive target lists of 50+ potential buyers, investors and strategic partners in both the energy and financial sector, enhancing outreach and investment opportunities.
- Prepared detailed pitchbooks, presentations and marketing materials for potential clients.
- Performed due diligence on companies by analyzing financial statements, management teams and operations.
Senior Financial Analyst
Avanath Capital Management
Newport Beach, CA
03.2021 - 02.2024
- Constructed detailed quarterly performance reviews for each of our four real estate investment funds, totaling $3.5 billion in AUM.
- Developed and maintained a number of financial models used for forecasting cash flow, analyzing value-add capital projects, and asset valuation.
- Participated in the budget and forecasting process by assisting with the formulation and collection of key assumptions, preparing asset-level budgets, and analyzing the results. Responsible for building out detailed variance reports that examined how our assets performed against our budgets on both a quarterly and annual basis.
- Performed sensitivity and scenario analysis to estimate return metrics for every acquisition and disposition of our investment properties. Tasked with running 'sell or hold' analyses on any of our assets that expressed unique return profiles.
- Analyzed financial data to identify trends, patterns, and strategies, and presented ideas to our team of asset managers, driving decision-making throughout the firm.
Equity Research Analyst
Chapman University Investment Group
Orange, CA
08.2019 - 12.2020
- Developed a deep understanding of financial markets through active management of a $1M student managed investment fund. The program gave me an opportunity to bridge the gap between the theory-heavy lectures in the classroom and the application of those theories, further cementing my practical skill set.
- Used comprehensive valuation models that utilized both a DCF approach and a relative value approach to identify undervalued companies and inform investment decisions. Participated in bi-weekly meetings where I was able to present my research to my peers and refine my communication skills.
Server
Watermarc
Laguna Beach, CA
07.2019 - 04.2020
- Cultivated dynamic communication and interpersonal skills while developing a competency in conflict resolution.
- Worked 25 hour weeks throughout my academic career to pay for my education.
Education
Bachelor of Science - Business Administration, Finance
Chapman University, Argyros School of Business & Economics
Orange, CA2021
Certifications
- Passed the CFA Level I - May 2022
- Bloomberg Market Concepts
Additional Information
- Interests: art, cooking, standup comedy, reading, and meditation
- People that inspire me: Ray Dalio, Chamath Palihapitiya, Richard Feynman
- Favorite books: Americana, Why Information Grows, The Alchemy of Finance
- Skills: Excel, PowerPoint, Financial Modeling , Data Analysis, Investment Research, Python
Timeline
Investment Banking Analyst - Intern
Nova Capital Global Markets
02.2024 - Current
Senior Financial Analyst
Avanath Capital Management
03.2021 - 02.2024
Equity Research Analyst
Chapman University Investment Group
08.2019 - 12.2020
Server
Watermarc
07.2019 - 04.2020
Bachelor of Science - Business Administration, Finance
Chapman University, Argyros School of Business & Economics
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