Erwan Pal Email & Phone Number

New York, United States

Bronx, New York, United States

- Authored six newsletters during the 2023-2024 school year for the largest finance club at Fordham University, providing in-depth analysis of industry trends in the aviation sector, with a focus on mergers and acquisitions.

Bronx, New York, United States

- Led a team of 40 student contributors to successfully produce two high-quality newsletters on value investing and market trends, distributed to over 730 members, the entire university, and GAMCO Investors- Managed multiple deadlines and streamlined workflow processes to ensure timely delivery and smooth project execution while fostering a collaborative and supportive team environment- Conducted extensive research and analysis of aerospace and defense industry stocks to identify undervalued investment opportunities and published three opinion pieces in local newsletters regarding my investment analysis

Bronx, New York, United States

- Selected as one of 10 students for the newsletter writer role and authored seven in-depth newsletters on M&A deals- Selected as 1 of 5 finalists of a DCF case competition, collaborating with a team member to develop a comprehensive DCF analysis for Tyson Foods by using the EBITDA Multiple and Perpetuity Growth method to calculate Implied Per Share Value- Created a detailed presentation summarizing a SWOT analysis, downside, base, and upside case for the DCF, a comparison of financials for comparable companies, and an investment analysis

Bronx, New York, United States

- Successfully navigated a rigorous three-stage interview process to secure a coveted spot in the Buyside Bootcamp, outperforming 106 other applicants- Developed strong financial modeling and presentation skills by building DCF and revenue models for major companies like Nike and Chipotle- Led a team of 15 students to create a comprehensive 14-page newsletter focusing on venture capital and growth equity, contributing to the club's private equity research report- Analyzed emerging real estate markets to identify promising investment opportunities based on future financial projections

New York, New York, United States

- Supported Debt Capital Markets (DCM) Team: Assisted in executing bond issuance deals by providing detailed financial analysis and strategic recommendations.- Analyzed Walmart Bonds: Conducted in-depth evaluations of Walmart and other Fortune 500 companies' bonds to develop tailored bond issuance recommendations for a retail client.- Evaluated Energy Company Portfolios: Assessed the financial portfolios of leading energy companies, including NextEra Energy, PG&E, and Duke Energy, to create bond issuance strategies and forecast initial price talks for an energy client.- Prepared CFO Recommendation Proposal for Amazon: Developed a strategic proposal on dividend issuance strategies for Amazon's CFO, based on comprehensive financial analysis.

Bronx, New York, United States

- Researched emerging trends in the digital banking sector and identified promising fintech startups disrupting the traditional banking industry- Gained insights into the future of banking by exploring how companies are leveraging fintech to innovate and enhance customer experiences

New York, United States

- Participated in a J.P. Morgan Freshman Immersion Program in New York City, gaining valuable insights into the firm's investment banking services and the broader industry- Engaged in discussions with J.P. Morgan employees to learn about career paths, industry trends, and best practices for success in investment banking

- Worked with corporate-level Kaiser Permanente members by setting up Zoom meetings & discussed career paths of business that relate to the medical field. - Completed 40 Metrix Learning courses and earned a Certified Business Analysis Professional (CBAP) certification aligned with the BABOK Guide 3.0.

Fremont, California, United States

- Collaborated with Stanford University scientist to conduct experiments and research on cancer therapies- Developed Python skills as a computer science intern to analyze wet biomass data and create a predictive model- Investigated the mechanisms of curcumin as a biological and life science intern to explore potential improvements in cancer therapies- Demonstrated strong problem-solving and abstract thinking skills by adapting experimental approaches to overcome challenges

Bachelor Of Science - Bs, Finance, General

Major in Finance with a concentration in Alternative Investments and a minor in Economics GPA: 3.96

High School Diploma

11

Dual enrollment, took Principles of Business.