Intern Summer Due Diligence

Julian Elbel

346-***-**** ******.*****@********.*** www.linkedin.com/in/julianelbel

EXPERIENCE

Teacher Retirement System of Texas Austin, Texas

Investment Management Division – Public Markets Intern Summer 2023

Worked in three separate groups in the ~$200 billion dollar pension fund for Texas teachers

Internal Fundamental Management – Conducted due-diligence on a potential investment by: reading annual reports, earnings calls, sell-side research, conducting expert calls, and building a DCF for a presentation to the broader group

External Public Markets – Conducted due diligence on three different hedge funds with an India focused strategy by: reading investor letters and presentations, conducting two calls per manager, and running various portfolio analytic software to ultimately give a recommendation for investment in one of the hedge funds

Special Opportunities – Provided background and details for a potential investment in an insurance vehicle whose float would be leveraged to amplify the return of a certain asset State Farm Dallas, Texas

Summer Claims Intern Summer 2022

Gained insight of State Farm’s claims operations across all segments

Participated in meetings, and had the opportunity to engage and ask questions to OVPs, VPs, EVPs, the COO, and CFO of State Farm

Presented to executives about the cost of inflation and the impact on the insurance products State Farm sells

EDUCATION

The University of Texas at Dallas Dallas, Texas

B.S. in Finance Expected May 2024

GPA: 3.83

Scholarship: Transfer Student Scholarship

Relevant Coursework: Business Finance, Financial Modeling, Intermediate Financial Accounting I, Intermediate Financial Management, Business Valuation, Financial Statement Analysis, Intro to Financial Accounting, Managerial Accounting, Regulation of Business and Financial Markets UNIVERSITY LEADERSHIP & PROFESSIONAL DEVELOPMENT

University of Texas at Dallas Student Investment Fund Dallas, Texas Portfolio Manager Fall 2022 – Present

Hand-picked by the board and previous portfolio managers for the position

Oversee day-to-day operations of the ~$200,000 student fund, which generates roughly two scholarships a semester for students

Manage a team of 12 sector analysts

One of two students selected by the university to be flown out for a three-day student investment fund conference in Chicago

Professional Program in Finance (PPF) Dallas, Texas

One of 30 students chosen for competitive program (500+ apply each year) designed to enhance technical and professional skills for top careers in finance

As part of the program, enrolled in Breaking Into Wall Street, an intensive Excel and financial modeling course

Financial Leadership Association Dallas, Texas

Attend events to network with other finance students at the university

Compete in various competitions, in the spring of 2022 my team placed 2nd in the consulting case competition, out of roughly 20 teams

ADDITIONAL INFORMATION

Technical: Excel, FactSet, Capital IQ, PowerPoint, Microsoft Word

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