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Zac Aghdaei
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English Native or bilingual proficiency
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German Limited working proficiency
Bio
Credentials
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Bloomberg Markets Certification
Bloomberg LPSep, 2022- Apr, 2026 -
Private Aircraft Pilot
Federal Aviation AdministrationAug, 2022- Apr, 2026
Experience
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SQN Investors
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San Francisco Bay Area
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Summer Analyst
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May 2024 - Present
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San Francisco Bay Area
Tech-focused SaaS Private Equity
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United States
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Financial Services
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1 - 100 Employee
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Fund Manager
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Dec 2022 - Present
Developed and reconfigured investment methodology, equity and data research processes, analyst coverage universes, and established 2023 & 2024 outlook and positioning for a student-led multi-manager equity portfolio. Additionally, developed a new DCF valuation model for use across student managed endowment portfolio and led fund AUM growth from $700k to $1MM. I’m also proud to say I was appointed as the youngest Fund Manager in university history.
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Senior Analyst
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Aug 2022 - Dec 2022
Produced proprietary equity research on 20 large cap Medical Technology and Life Sciences equities.
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Junior Analyst
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Dec 2021 - Aug 2022
Invited to join American University's Student Managed Investment Fund (SMIF) as a Freshman in the role of Junior Research Analyst specializing in Medical Technology. SMIF is a fund created from a portion of AU's endowment money.
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United States
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Higher Education
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700 & Above Employee
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Finance Major
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Aug 2021 - Present
Pursuing BS in Finance with a minor in Economics at The American University in Washington DC
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Senior Financial Data Assistant
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Sep 2021 - Present
In my role, I mentor students in differentiated equity research methodologies, leveraging Bloomberg, third-party data sources and company financial statements. Additionally, I served as primary advisor for all financial modeling and valuation methodologies related to student managed endowment funds.
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Teaching Assistant
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Dec 2022 - Present
FIN-365: Business FinanceFIN-368: Intermediate Corporate FinanceFIN-369: InvestmentsFIN-410: Tools of Financial MarketsFIN-460: Financial ModelingFIN-470: Alternative Assets
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Balyasny Asset Management L.P.
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Miami, Florida, United States
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Summer Associate
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Jun 2023 - Aug 2023
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Miami, Florida, United States
Metals & Mining L/S Equity
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Education
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2021 - 2025American University - Kogod School of Business
Bachelor of Science - BS, Finance -
2017 - 2021
Lakeridge High School
High School Diploma, High School/Secondary Diploma Programs
Suggested Services
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Industry Focus. “Investment Banking”
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References
Community
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