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Investment Analyst

Location:
San Jose, CA
Posted:
March 07, 2024

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Resume:

Arian Bouzari

• San Francisco/Orange County • ad36b3@r.postjobfree.com • 650-***-**** • https://www.linkedin.com/in/arianbouzariin/ EDUCATION

CHAPMAN UNIVERSITY, GEORGE L. ARGYROS SCHOOL OF BUSINESS & ECONOMICS Orange, CA Bachelor of Science in Business Administration, Finance May 2024 Bachelor of Arts in Economics

Scholarship: Chapman Academic Dean’s Scholarship

Relevant Coursework: Intermediate Financial Management, Business Analytics, Financial Accounting, Econometrics EXPERIENCE

CHAPMAN UNIVERSITY INVESTMENT GROUP & JANES RESIDENCY Orange, CA Equity Research Analyst Sept 2023 - Present

Contribute to investing decisions of a $3.6M portfolio of Chapman University's endowment

I prepare and present stock pitches using DCF, DDM, MVA, RIM, and Relative valuation mode NORTH WESTERN MUTUAL San Jose, CA

College Financial Representative June 2023 – Aug 2023

Worked with advisors and learnt how to create financial plans, prepare investment write-ups, participate in client calls, and analyze value of potential investments.

Gained certification in Annuities, long term care and California Life, Accident and Health Insurance. STANFORD MEDICAL - EMCOR Palo Alto, CA

Contingent worker Jun 2022 – Aug 2022

Transferred government regulation compliance documents of various hospitals to an online database. CERTIFICATIONS & LEADERSHIP

CHAPMAN UNIVERSITY Orange, CA

Economics Tutor Aug 2023 – Present

I tutor students seeking aid in understanding Intermediate Macroeconomics, improving test scores from previous B/Cs to As

BTL-LLC Remote

Equity Trade - Apprentice Sept 2022 – Oct 2023

I learned basic technical and fundamental analysis from the founders of a hedge fund incubator BLOOMBERG MARKET CONCEPTS

Certificate of Completion Nov 2023

Learned about Currency Markets, Bond Pricing, and financial tools accessible on a Bloomberg terminal WALL STREET PREP

Certification Oct 2023

Completed Financial and Valuation modeling program used by leading financial institutions in which I built financial models from scratch on Excel

Learned DCF, Comps, LBO, M&A modeling, Sensitivity Tables, CMBS, and more

Real Estate Financial Modeling

TD SECURITIES & BANK OF AMERICA INVESTMENT BANKING PROGRAM June 2023 Skills: Comparable Company Analysis and M&A Idea. Creation: Growth Perspectives through Acquisition. Skills: SWOT analysis, financial modeling, and strategic Alternatives. JP MORGAN CHASE INVESTMENT BANKING PROGRAM June 2023 Skills: Financial analysis

SKILLS & INTERESTS

Software: MS Office: Word, Excel (Excel (Pivot table, regressions, etc.) PowerPoint, Maximo, Adobe, Strata, Capital IQ, Pitch Book

Languages: French (Intermediate): Interests: Boxing, Weightlifting, Football, NFL



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