Aliyan Jafri

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

Country

United States

City

Greater Houston

Industry

Investment Banking

Skill

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

Haven Wealth Group, LLC

Equity Research Analyst

Haven Wealth Group, LLC

LinkedIn
2025-6 - 2026-2 · 9 mos

- Conduct in-depth valuation and market analysis on public companies. - Deliver actionable insights to support portfolio allocation and investment decisions.

Comerica Bank

Credit Underwriter

Comerica Bank

LinkedIn
2024-1 - 2025-1 · 1 yr 1 mo

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

The Investment Banking Scholars Club

President

The Investment Banking Scholars Club

LinkedIn
2022-12 - 2023-12 · 1 yr 1 mo

- 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

The Investment Banking Scholars Club

Head Of Recruitment and Marketing

The Investment Banking Scholars Club

LinkedIn
2022-1 - 2022-12 · 1 yr

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

Citi

Corporate Banking Summer Analyst

Citi

LinkedIn
2023-6 - 2023-8 · 3 mos

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

Scholars of Finance

Chapter President

Scholars of Finance

LinkedIn
2022-11 - 2023-8 · 10 mos

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.

Bayou Capital Group

Investment Analyst

Bayou Capital Group

LinkedIn
2022-1 - 2022-12 · 1 yr

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.

World Affairs Council of Greater Houston

Programmer

World Affairs Council of Greater Houston

LinkedIn
2021-1 - 2021-5 · 5 mos

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.

World Affairs Council of Greater Houston

General Intern

World Affairs Council of Greater Houston

LinkedIn
2021-1 - 2021-1 · 1 mo

Houston, Texas, United States

Wrote 20 blog posts in a 6-week period under weekly deadlines. Furthermore, designed the graphic posts and wrote instagram captions for each post.

The Ritz-Carlton Hotel Company, L.L.C.

Summer Intern

The Ritz-Carlton Hotel Company, L.L.C.

LinkedIn
2017-6 - 2017-8 · 3 mos

Dubai, United Arab Emirates

Education

University of Houston, C.T. Bauer College of Business

University of Houston, C.T. Bauer College of Business

LinkedIn

Finance, General

2025-1 - Present · 1 yr 9 mos
University of Houston, C.T. Bauer College of Business

University of Houston, C.T. Bauer College of Business

LinkedIn

Finance and Accounting

2021-8 - 2023-12 · 2 yrs 5 mos
Lone Star College-Montgomery

Lone Star College-Montgomery

LinkedIn

Finance, General

2019 - 2021 · 2 yrs

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).

The Washington Center for Internships and Academic Seminars

The Washington Center for Internships and Academic Seminars

LinkedIn
2021 - Present · 5 yrs

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.

New Oak Ridge High School

New Oak Ridge High School

LinkedIn
2018 - 2019 · 1 yr

Earned my High School Diploma. Earned AP credit for all AP classes. Attended for Senior Year.

GEMS Education

GEMS Education

LinkedIn

Stem

2005 - 2018 · 13 yrs

Studied at the institute from Kindergarten to Year 11. Student president from Yr. 8 - Yr. 11. Ted Talk Speaker for TEDx Event.

Aliyan Jafri's Contact Information

Email

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Phone

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