Juan Benavides Email and Phone Number

• Participate in market discussions by researching recent market trends and economic data for various asset classes such as equities and fixed income• Engage in learning workshops covering advanced financial conceptions such as valuation methodologies, credit spreads, multiples, and portfolio management• Team up with Executive Board to assist other students with mock interviews and resume/cover letter critique

• Led a team of 5 analysts managing an equity portfolio of $350,000 to pitch a BUY recommendation of CVS Pharmacy by employing multiple valuation methodologies arriving at a target price of $69.56• Quantified and researched macroeconomic policies, market indicators, and equity fundamentals to define the fund’s investment strategy within the financial sector• Originated pitch book using PowerPoint consisting of company business description, market data, corporate governance… Show more • Led a team of 5 analysts managing an equity portfolio of $350,000 to pitch a BUY recommendation of CVS Pharmacy by employing multiple valuation methodologies arriving at a target price of $69.56• Quantified and researched macroeconomic policies, market indicators, and equity fundamentals to define the fund’s investment strategy within the financial sector• Originated pitch book using PowerPoint consisting of company business description, market data, corporate governance, industryoverview and competitive positioning, financial analysis, and valuation• Developed an equity screener using Bloomberg, which led to sector analyses using various metrics such as Price to Book, Price to Earnings, Return on Investment, and Weighted Average Cost of Capital, Revenue by square space Show less

Concierge/Front desk position: communicating among other working personnel, delegating information to incoming shift, perform and record written reports.