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sergio_e_pena

Sergio P

@sergio_e_pena

Equity Analyst

Estados Unidos
Español, Inglés
Parte de la información aparece en idioma inglés.
Sobre mí
Hi, I'm Sergio, a Summa Cum Laude finance graduate from Texas State University and a CFA Level 1 candidate delivering equity research and financial modeling built to sell side standards. I recently served as an Equity Analyst for the Texas State Student Managed Investment Fund, where we managed real equity holdings in a portfolio that beat the benchmark by 10%. Every deliverable is grounded in primary source research from SEC filings, Yahoo Finance, and FactSet, with transparent assumptions, dual method DCFs, and thesis driven recommendations. Bilingual... Lee más

Habilidades

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sergio_e_pena
Sergio P
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I will build a professional dcf valuation model and equity research report
DeUSD 85 / proyectoMás información

Experiencia laboral

Texas_State University

Texas State University

1 yr 6 mos

Equity Analyst

Aug 2025 - May 2026 • 9 mos

Equity analyst in a student-managed investment fund, conducting fundamental research and valuation on public companies. Built financial models and applied DCF and relative valuation techniques to support investment recommendations. Analyzed company fundamentals, industry dynamics, and macroeconomic trends.

University Ambassador

Aug 2022 - May 2023 • 9 mos

Led campus tours and represented the university at official events for prospective students and families. Strengthened public speaking and interpersonal communication through regular outreach. Demonstrated professionalism and leadership in a student-facing role.