Aliyan Jafri
Equity Research Analyst @ Haven Wealth Group, LLC
About
I’m a Master of Science in Finance candidate at the University of Houston’s C. T. Bauer College of Business with hands-on experience in equity research, corporate banking, and credit underwriting. My work at Citi, Comerica Bank, and Haven Wealth Group has sharpened my expertise in financial modeling, valuation, and energy sector analysis—particularly during a time of rapid industry transformation. I thrive in high-stakes environments where strategic thinking, quantitative rigor, and cross-functional collaboration are essential. Whether structuring complex loan terms, identifying emerging clean energy opportunities, or leading investment clubs, I bring a track record of delivering measurable results. Core Competencies: • Equity Research & Financial Modeling (DCF, WACC, LBO) • Credit Risk & Portfolio Management • Energy Transition & Capital Markets Analysis • Leadership & Stakeholder Engagement Always open to networking, mentorship, and exploring opportunities in finance, consulting, and banking. Let’s connect: aliyanjafri7@gmail.com | 936.900.0747
United States
Greater Houston
Investment Banking
Structured Finance, Interpersonal Skills, Golf, Renewable Energy, Loan Underwriting, Leveraged Buyouts (LBO), Commodity Markets, Oil and Gas, Capital Markets, Debt Restructuring, Loan Syndications, Covenant Compliance, Corporate Finance, Analytical Skills, Portfolio Management, Microsoft Excel, Presentation Skills, Financial Statement Analysis, Cash Flow Forecasting, Energy Transition
Experience

Credit Underwriter
Houston, Texas, United States
- Managed an Energy & Middle Market portfolio of corporate loans, delivering timely reviews and underwriting to increase turnaround time - Executed detailed financial analysis, including cash flow, balance sheet, and leverage covenants to structure loan terms - Spearheaded due diligence processes, project feasibility studies, and market analysis to mitigate risks effectively - Provided seamless coverage for peers during absence, ensuring continuity and closing deals to meet client goals and deadlines

President
- Spearheaded partnerships with top-tier investment banks, facilitating exclusive networking events and workshops that resulted in internship placements for members - Secured $10,000 in funding and sponsorships from corporate partners, enabling the club to host large-scale events and provide additional member resources such as scholarships and prize money for stock pitch presentations in competitions - Collaborated with alumni, streamlining resources for students pursuing roles in investment banking, resulting in 75% more students securing internships to further career development - Developed a structured mentorship program, mentoring 10+ students per semester as President to improve knowledge sharing

Head Of Recruitment and Marketing
My responsibilities include: - To schedule social events once every month or two months if the budget allows it - To maintain all IBSC social media platforms - To ensure all IBSC information and pictures are up-to-date each semester

Corporate Banking Summer Analyst
Houston, Texas, United States
- Performed in-depth financial statement analysis, cash flow modeling, and capital markets evaluation for annual reviews - Conducted fundamental risk and credit analysis for E&P clients, facilitating strategic transactions such as RBLs and RCFs - Developed lending strategies for private equity acquisition of offshore assets from non-operating holding companies - Liaise with product partners, communicating detailed meeting notes and ensuring follow-up on action items - Identified emerging market opportunities in clean energy sectors, presenting findings that influenced strategic decision-making

Chapter President
University of Houston
- Founded the university chapter of Scholars of Finance, establishing a mission-driven organization focused on developing ethical leaders in finance. - Collaborated with national Scholars of Finance leadership, aligning chapter goals with the organization’s vision and driving local initiatives with measurable impact - Oversaw the executive team, delegating responsibilities effectively and ensuring seamless execution of events, programs, and chapter growth strategies.

Investment Analyst
Houston, Texas, United States
Screen 15-20 potential public U.S. companies across healthcare sector (Biopharma, MedTech) to prepare investment proposals. Conduct market and industry research to comprehend the sub-sector a target company operates within as part of the analysis. Analyze SEC filings and financial statements to measure the 15 businesses from a liquidity, leverage, and profitability perspective. Administer valuation modeling analyses such as CCA, DCF, and Precedent Transactions Analysis to identify value of a business.

Programmer
Educational internship at the WACH to learn about the Council’s business and to gain valuable insight and experience. As Program Intern, I networked to find potential interviewees, books, and documentaries to feature on the Council platform. Furthermore, I helped setup the Spotify account and transitioned the video webinars to audio platforms.
Education

Finance, General
Recipient of The Director and Merit Scholarship at The Honors College at Lone Star College - Montgomery, Dr. Richard Carpenter Honor, and Conroe New Car and Truck Dealers Endowment; Graduated with High Honors in Research (Completion of 15 Honors credits).

1 of 31 students allowed the opportunity to conduct an informational interview with the person of choice pertaining to personal interest/career, while further developing academic professionalism through workshops (resume, LinkedIn, strengths, etc.) on a fully-paid expense virtual trip to Washington D.C. with TWC.
Aliyan Jafri's Contact Information
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