Manager Financial

Neil Mehta

** ****** *****, ******* ****, NJ ****4

732-***-**** addddl@r.postjobfree.com https://www.linkedin.com/in/neilmehta00/ EDUCATION

Rutgers University New Brunswick, NJ

B.S. in Finance, Minor in Economics September 2018 – May 2022

• GPA: 3.65 / 4.0

• Honors and Distinctions: Dean’s List Spring 2019; Fall 2019; Spring 2019

• Relevant Coursework: Microeconomics, Macroeconomics, Financial Accounting, Computer Applications for Business, Introduction to Supply Chain, Introduction to Marketing, Introduction to Management, Statistics, Financial Management, Operations Management, Management Information Systems WORK AND LEADERSHIP EXPERIENCE

Free Lance Equity Research Philadelphia, PA

Summer Intern June 2019 – August 2019

• Acquired training from an experienced portfolio manager on financial statement analysis and Excel modeling and completed supplemental on-line course modules from Wall Street Prep

• Arranged detailed historical income statement, balance sheet, and cash flow statements for an auto parts supplier and assessed the competitive advantages of the company

• Completed a stock pitch using fundamental DCF analysis for a leading manufacturer of everyday basic apparel company based on fundamental company research and analysis of firm’s financial filings

• Analyzed changes in the airline industry to determine potential investment opportunities Phi Chi Theta – Professional Co-ed Business Fraternity New Brunswick, NJ Director of Investment Portfolio/Financial News November 2019 – Present

• Appointed as Portfolio Manager of inaugural investment fund to invest fundraising proceeds into the market

• Publish a weekly newsletter to inform members about market conditions for potential investment opportunities

• Conduct stock pitch tutorial presentations for incoming members and directed mock interview sessions PROJECTS AND ACTIVITIES

Bender Trust Stock Pitch Competition New Brunswick, NJ Case Competition Winner October 2019 – December 2019

• Awarded 1st place in university-wide stock pitch competition to a portfolio manager from Wall Street

• Collaborated with a team of students to develop and present an equity research report of Alphabet Inc. to portfolio managers from Wall Street

• Researched and formulated a qualitative and quantitative report of Alphabet Inc. by examining the company’s financials using fundamental DCF analysis

Little Investment Bankers of Rutgers (LIBOR) New Brunswick, NJ General Active Member September 2019 – Present

• Learned about careers in the financial services industry including investment banking, sales and trading, etc.

• Networked with professionals in investment banking and equity research departments at Bulge Bracket banks to gain knowledge about the industry

Quantitative Finance Club (QFC) New Brunswick, NJ

General Active Member September 2019 – Present

• Attended QFC training presentations and applied skills to create quantitative trading strategies

• Networked with esteemed professionals from Bulge Bracket banks and hedge funds SKILLS AND INTERESTS

Certifications/Training: Wall Street Prep’s Analyzing Financial Statements, Excel Crash Course, Coursera Learning How to Learn (UC San Diego)

Competencies: HTML, JavaScript, Microsoft Word, Microsoft Excel, Microsoft PowerPoint Interests: New York Giants LeBron James Soccer Traveling Poker The Office

Contact this candidate