Varun A.

Director (Investments Operations) at Atlanta Student Investors Club (ASIC)
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US
Languages
  • Hindi Native or bilingual proficiency
  • English Native or bilingual proficiency
  • French Elementary proficiency
  • Spanish Elementary proficiency

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Thomas Healy, CFA

Varun interned with my firm during the spring of 2022 and I oversaw most of his work. He is a personable dedicated worker with a deep passion for finance. It was a pleasure to work with him and would recommend him to any potential future employer.

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Credentials

  • Bloomberg Market Concepts
    Bloomberg LP
    Aug, 2021
    - Oct, 2024
  • Citi APAC Investment Banking Virtual Reality Intern Experience
    Forage
    Aug, 2021
    - Oct, 2024
  • J.P. Morgan Investment Banking Virtual Experience
    Forage
    Aug, 2021
    - Oct, 2024
  • Financial and Investment Planning College Credit Recommendation Badge
    NOCTI
    Apr, 2018
    - Oct, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director (Investments Operations)
      • Aug 2020 - Present

      • Lead the development of new members, focusing on applications and networking while enhancing technical and behavioral skills • Encourage cohesion among varying departments, including Investment Management Group and Finance Society, to boost overall efficiency by 10% • Build weekly PowerPoint presentations of the financial markets for 30+ people • Lead the development of new members, focusing on applications and networking while enhancing technical and behavioral skills • Encourage cohesion among varying departments, including Investment Management Group and Finance Society, to boost overall efficiency by 10% • Build weekly PowerPoint presentations of the financial markets for 30+ people

    • Analyst
      • Jan 2020 - Present

      • Compose valuation analysis on public companies for a portfolio valued at more than $1 million • Prepare reports detailing research conclusions and summarizing values to be pitched to the group • Collaborate with other analysts to beat sector benchmarks through economic research, security analysis, equity pitch presentations, and performance analysis. Made a group presentation on BYND, which led to the club acquiring a short position resulting in a 40% profit • Compose valuation analysis on public companies for a portfolio valued at more than $1 million • Prepare reports detailing research conclusions and summarizing values to be pitched to the group • Collaborate with other analysts to beat sector benchmarks through economic research, security analysis, equity pitch presentations, and performance analysis. Made a group presentation on BYND, which led to the club acquiring a short position resulting in a 40% profit

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Operations Analyst Intern
      • Jun 2022 - Jul 2022

      • Facilitated operational investment data management and related documentation for a $10 billion endowment invested in a portfolio of diversified, global investments across all asset classes • Worked under the direction of senior operations staff to manage and track all documentation from underlying investment managers, ensuring completeness of firm records • Analyzed underlying investment fund allocations and recalculated capital account statement balances of over 20 alternative investment funds Show less

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Buy Side Equity Research Intern
      • Jan 2022 - May 2022

      • Performed fundamental research and equity valuation for a fund manager with AUM ~$5B • Executed deep, bottom-up fundamental analysis on stocks in different industries and presented findings to the portfolio manager • Gathered and analyzed data from a variety of sources, including, but not limited to, company documents and materials, SEC/regulatory filings, and industry publications • Utilized FactSet to analyze revenue, gross profit, EBITDA, ratios, and growth rates of companies across different industries Show less

Education

  • Georgia State University
    Bachelor of Business Administration - BBA, Finance
    2019 - 2023
  • Alpharetta High School
    2015 - 2019

Community

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