Finance and Strategy Associate Candidate

Ajeet Sidhu

**** **** *****, ****** *** Texas www.linkedin.com/in/ajeet-sidhu

972-***-**** ************@*****.***

EDUCATION

Texas A&M University College Station, TX

Bachelor of Business Administration in Finance May 2028 Cumulative GPA: 3.75/4.0

Honors: Selected as 1 of 100 students transfers into Mays School of Business, Blackstone LaunchPad, INROADS Relevant Coursework: Financial Accounting, Managerial Accounting, Discover Consulting, Financial Planning University of North Texas Denton, TX

Bachelor of Business Administration in Finance Aug 2024 – May 2025 Cumulative GPA: 4.0/4.0

Honors: Dean’s List (Fall 2024, Spring 2025), Emerald Eagle Scholar Relevant Coursework: Microeconomics, Technical Writing, Macroeconomics WORK EXPERIENCE

Munera Capital San Francisco, CA

Buy-Side Deal Analyst Intern Jan 2026 – Feb 2026

• Generated $2M+ in proprietary deal flow through direct outbound sourcing of 400+ qualified off-market HVAC and roofing companies

• Built a well-qualified pipeline by initiating 50+ founder-owner conversations and advancing select targets for Managing Director review

• Screened and qualified 15+ actionable acquisition opportunities, evaluating business characteristics and strategic fit within service sectors Paradigm Shift Media Chicago, IL

Portfolio Management Intern Sept 2025 – Dec 2025

• Support growth initiatives for a portfolio of media and e-commerce brands generating about 200K annual revenue by analyzing growth

• Analyze market trends and competitor strategies across 20+ brands in the outdoor, media, and marketing sectors to inform portfolio

• Build and manage an outreach pipeline of 50 plus influencers and strategic partners to drive affiliate marketing and revenue growth DM Shivtex Irving, TX

Supply Chain Intern May 2025 – Aug 2025

• Tracked ~50 inbound shipments weekly, providing on-time updates that improved visibility for the operations team and inventory planning

• Finalized the review of 30+ purchase orders, updating delivery statuses and verifying details with suppliers to ensure order accuracy

• Researched local vendors to compare pricing, lead times, and service capabilities for strategic procurement planning to optimize sourcing LEADERSHIP & INVOLVEMENT

UTIMCO Austin, TX

UTIMCO Scholar Feb 2026 – Present

• Selected as one of five students from Texas A&M University to participate in the UTIMCO Scholars Summer Program through selection

• Engage and learn from UTIMCO, which manages $79+ billion in endowment and operating funds on behalf of 22+ institutions in Texas Scholars of Finance College Station, TX

Member Feb 2026 – Present

• Selected through a competitive multi-stage process into a national finance organization serving 4,000+ members across 60+ chapters

• Participating in a Leadership Development Program focused on ethical leadership, values-based decision making, and principled finance

• Engage with finance professionals and industry leaders through chapter speaker events and professional programming opportunities SEO New York, NY

Alternative Investments and Investment Banking Track Jan 2026 – Present

• Completing 100 hours of training in Excel, PowerPoint, accounting, finance, and investment banking-focused professional development Aggie Securities Fund College Station, TX

Equity Analyst Sept 2025 – Present

• Supporting management of a ~40k member-funded portfolio through collaborative investment analysis, research, and stock modeling

• Conducting weekly equity and market research to identify 10-15 actionable investment ideas, evaluating business models and market trends

• Developing stock options and presenting Buy/Hold/Sell recommendations supported by qualitative thesis drivers and supporting analysis Aggie Investment Club College Station, TX

Member Sept 2025 – Jan 2026

• Developed knowledge of accounting, valuation, and financial analysis skills through the Finance Development Program and mentorship

• Attended weekly meetings and guest speaker sessions to gain exposure to careers across investment banking and corporate finance

• Participated in Stock Pitches and Securities Analysis Workshops, applying valuation and financial modeling skills while analyzing companies SKILLS, ACTIVITIES & INTERESTS

Skills: Fluent in Punjabi and Hindi

Modeling: Completed Wall Street Oasis self-study course covering valuation, M&A, and LBO modeling Computer: Proficient in Excel, PowerPoint, CapitalIQ, Bloomberg Interests: Dallas Mavericks, Game of Thrones, tutoring international students, pick-up basketball, intramural football

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