Financial Analyst

SAMIR PARWANI

** ********** ***** ***, **********, NJ 08854 **************@*****.*** +1-732-***-**** EDUCATION

Rutgers Business School New Brunswick, New Jersey

Bachelor of Science in Finance and Business Analytics and Information Technology Expected May 2023

• GPA: 3.50/4.0 - Dean’s List Student

Piscataway High School Piscataway, New Jersey

• GPA: 3.68/4.00 September 2019 – June 2019

• Honors: Principal’s Honor Roll (Every Year), Multiple Track & Field Awards, Varsity Letters, Various Karate Awards PROFESSIONAL EXPERIENCE

Gutenberg Research New York, New York

Financial Modeling Intern June 2020 - August 2020

• Established an earnings forecast for Facebook Inc (NASDAQ: FB) using a dynamic earnings model to support my investment thesis.

• Applied market trends, sales analysis, and marginal analysis from the Facebook earnings statements to the earnings forecast.

• Analyzed the earnings call, analyzed management’s guidance and consensus analyst estimates, and incorporated key metrics. Sunlgass Hut Edison, New Jersey

Retail Sales Associate July 2019 – Present

• Solely closed, maintained, monitored the store; connected to and assisted customers with product selection to sell luxury sunglasses.

• Contributed to surpassing goals by following new sales strategies, increasing total revenue by roughly 11% through part-time work.

• Deposited sales information, compiled forms, monetary sales deposits, while managing balances and daily customer transactions. New Jersey Public Interest Research Group New Brunswick, New Jersey Campaign Organizer, Break Free from Plastics Campaign July 2018 - August 2018

• Directed a group of 6 individuals over the summer to spread awareness for the NJPIRG’s Removing Harmful Plastics campaign.

• Collected over $2000 in donations in the first week alone; influenced numerous local businesses and fast food restaurants to remove and halt usage of plastic materials and reached national government attention with the Break Free From Plastics Act of 2020. LEADERSHIP & ACTIVITIES

Citi Bank New York, New York

Institutional and Investment Banking Virtual Intern Program May 2020 – July 2020

• Aided client Atlas Gaming in acquiring company Prometheus; outlined business through DCF Model and PowerPoint presentations.

• Performed extensive research to construct a portfolio worth over $1 billion AUM, to out-perform the ASX 200 and fit client needs. Future IM/Pact New York, New York

Virtual Experience Program May 2020 – July 2020

• Completed tasks on Investment Management, performed in-depth analysis on corporate bonds, and constructed yield curves on Excel.

• Successfully prepared investment recommendations for several global equities through evaluating DCF, 10Ks, and PORTER analyses. Bender Trust Equity Research Project New Brunswick, New Jersey Equity Research Analyst November 2019 – December 2019

• Led a team to present an equity research report pitching McDonald’s (MCD) to a senior portfolio manager at Neuberger Berman.

• Utilized quantitative skills to build financial statements, along with WACC and DCF models, and qualitative analysis techniques through SWOT analysis, Porter’s Five Forces, an analysis of P/E Ratios, and EPS in order to support our investment thesis. Rutgers Supply Chain Association New Brunswick, New Jersey Marketing Board September 2019 – Present

• In charge of creating advertisements for the club, utilized graphic design, and created a portfolio of pictures from weekly events.

• Aided in planning a fundraising event that raised over $2000 for cancer research achieved through the social media advertisements. ORGANIZATIONS, SKILLS, & INTERESTS

Organizations: Little Investment Bankers of Rutgers (LIBOR), Rutgers Economics Society, Rutgers Supply Chain Association, Rutgers Blockchain Hub, Volunteering, Intramural Basketball, Photography Business, BGS Mentorship Program, Ishinryu Karate (Black Belt) Skills: Advanced: Microsoft Excel, Word, Powerpoint; Proficient: Python, Java, Bloomberg; Leadership, Research, Teamwork Skills Interests: Lifting, Soccer (FC Barcelona & PSG), NBA, Photography, Running, Rap Music, Sightseeing, Food Tourism, Rubik’s Cubes

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