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Incoming Investment Banking Analyst

State College, PA
November 28, 2020

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Current Address:

**** *** ********* **.

State College, PA 16801

Rashmi Naik (609)•865•2710

Permanent Address:

*** ****** **.

EDUCATION Belle Mead, NJ 08502

The Pennsylvania State University Smeal College of Business University Park, PA Bachelor of Science in Finance Class of Dec 2020

Minor in Entrepreneurship and Innovation GPA: 3.88/4.00 RELEVANT EXPERIENCE

Citi New York, NY

Incoming Full-Time Analyst Financial Institutions Group Jun 2021 Junior Summer Analyst Financial Institutions Group Jun 2020 – Aug 2020

§ Prepared presentations using PowerPoint and Excel to support ongoing projects within the firm’s Financial Technology vertical

§ Researched industry and company-specific profiles, created case studies, and performed precedent transaction analysis for Nittany pitchbooks Lion Fund, using LLC company filings, Bloomberg Terminal, CapIQ, Mergermarket, and SNL Financial University Park, PA Vice President Executive Board Jan 2020 – Present

§ Elected to serve as the Vice President of Outreach for the 2020 calendar year based on previous success within the organization

§ Managed and communicated with ~75 investors on a daily, weekly, and monthly basis in order to convey the Fund’s performance

§ Co-led ~40 Fund Managers in a 3-credit course and ~600+ students in the Penn State Investment Association

§ Directed training for new Fund Managers by implementing financial educational programs earlier in the recruitment process to increase preparedness for and understanding of financial analysis and potential interviews Lead Analyst Consumer Staples Sector Jun 2019 – Dec 2019

§ Managed the ~$940.00 K Consumer Staples Sector in the ~$10.80 MM student-run hedge fund to outperform the S&P 500 Index

§ Researched potential holdings and compiled various valuation models through discounted cash flow analysis, analyst reports, and comparable analysis using data gathered from Bloomberg Terminal, FactSet, and SEC filings Associate Analyst Consumer Staples Sector Jan 2019 – May 2019 Penn § Created State Investment weekly, monthly, Association quarterly, and annual reports, as well as observed holding performance and company-University specific Park, news PA Analyst Consumer Staples Sector Aug 2018 – Dec 2018

§ Analyzed Consumer Staples holdings through weekly seminars and sector break-out meetings led by members of the Nittany Lion Fund through valuation techniques and current market conditions

§ Competed in the semi-annual stock pitch competition, presenting Conagra Brands’ future growth potential Participant Wall Street Trip

Wall § Selected Street Boot from Camp a pool of ~200 applicants for a group of 20 to visit Citigroup, Bank of America Merrill Lynch, University and UBS Park, PA Teaching Assistant Aug 2019 – Present

§ Served as a point of contact for students, created, posted, and reviewed weekly assignments, as well as tracked student attendance Graduate Jan 2019 – Present

§ Selected via a rigorous application process from hundreds of applicants to participate in a training program aimed at assisting students interested in Wall Street careers with networking, resume writing, etiquette, and career options Launchbox Business Plan Competition Abington, PA

Team Lead Jan 2017 – May 2017

§ Implemented the lean method of planning to test assumptions about customer behavior and search for a scalable business model

§ Pitched company idea and related findings to judges, placed third, and received a $750.00 seed grant LEADERSHIP EXPERIENCE

Self Employed Belle Mead, NJ

Tutor Aug 2016 – Present

Enactus § Instructed Non-Profit 6 college Organization and 4 high school students to improve skills in courses such as finance, economics, calculus, and Abington, Spanish PA Secretary Jan 2017 – May 2018

§ Arranged collaborative opportunities with local communities and provided oversight for club events Enactus § Taught United computer States lessons Regional to over Competition 50 members of the Association for Adults with Developmental Disabilities (AADD) Philadelphia, PA Team Lead Jan 2018 – Mar 2018

WORK CVS § Guided Pharmacy EXPERIENCE regional team in showcasing community outreach efforts with AADD, Career Closet, Princeton, and 3D Printing NJ and State College, PA Pharmacy Technician Aug 2017 – Jan 2019

§ Collaborated with 4 permanent and many other floater pharmacists to ensure consistent and quality care across 2 locations, while meeting all health and safety standards, as well as protocols for customers HONORS, SKILLS, AND INTERESTS

Honors: CFA Institute Research Challenge (1st Place), President’s Freshman Award, Dean’s List. PSAT Letter of Commendation Skills: Familiar with Adobe InDesign, Adobe Photoshop Additional Affiliations: Bank of America Virtual Mentorship, Evercore Sophomore Diversity Seminar, Women in Business Interests: Chess, Christopher Nolan, Deadpool, Logic, Ludovico Einaudi, oil painting, Tennis Channel, Thailand

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