Christian Lopez
Junior Analyst @ Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)
United States
San Jose
Financial Services
Resident Retention, Resident Relations, Fax, Fair Housing, Photocopier, Spoken Word, Interpersonal Skills, Stressful Situations, Yardi Voyager
Experience

Junior Analyst
San Jose, California, United States
- Conducted comprehensive analyses of companies within the S&P 500 Information Technology sector, evaluating financial health, market position, and growth prospects. - Developed and presented buy, sell, or hold recommendations to the investment board, utilizing data-driven insights and strategic reasoning. - Secured approval for two buy recommendations, contributing positively to the fund's portfolio performance and aligning with long-term investment strategies. - Collaborated with a team of three analysts to produce regular industry reports, highlighting key trends, risks, and opportunities within the IT sector. - Leveraged Morningstar and FactSet for financial modeling, data analysis, and tracking market developments. - Effectively communicated complex financial concepts and analyses during pitch sessions with the board and peer reviews.

Co-President & Co-Founder
San Jose, California, United States
- Initiated and launched San Jose State University's first student organization dedicated to promoting awareness and understanding of the real estate industry. - Led a team of 7 executive members in planning and executing events, meetings, and workshops, fostering a collaborative and engaging environment. - Organized and hosted over 5 events, including guest lectures, panel discussions, and site visits, attracting industry professionals and enhancing students' practical knowledge. - Built relationships with industry leaders and alumni to secure guest speakers, mentorship opportunities, and partnerships with local real estate firms. - Grew club membership to over 51 active members within 4 months, increasing student engagement and interest in real estate careers. - Managed the club's budget, securing sponsorships and funding totaling $1,000 to support club activities and events.

VP of Fundraising
San Jose, California, United States
- Created and presented a persuasive pitch deck to the school student government, successfully obtaining $1,184.07 in funding for promotional apparel for contest winners. - Increased club membership by actively recruiting new members through tabling events and campus outreach. - Worked closely with the executive team to integrate fundraising efforts with the club's mission and objectives.

Ticketing Representative
San Jose, California, United States
- Provided excellent customer service by effectively addressing customer inquiries, resolving complaints, and ensuring high levels of customer satisfaction. - Utilized Ticketmaster, Arctics, and NLiven ticketing software platforms to facilitate ticket sales and streamline the ticketing process. - Handled cash transactions with accuracy and integrity, maintaining proper cash-handling procedures. - Produced end-of-the-day sales reports to maintain accurate records of sales transactions, contributing to financial accuracy and accountability.

CEO & Co-Founder
San Jose, California, United States
- Achieved a waitlist of 100 customers within the first month of marketing. - Led a team of seven professionals to build a credit card company. - Conducted market research, analyzed customer feedback, and collaborated with the team to design and launch our product. - Executed marketing strategies, identified target audiences, created marketing campaigns, and measured the effectiveness of marketing efforts. - Ensured that the business complied with all relevant laws and regulations.

Leasing Consultant
San Jose, California, United States
- Demonstrated strong sales and marketing skills, consistently meeting or exceeding leasing targets. Successfully prepared and executed contracts using Yardi Voyager, ensuring accuracy and compliance with leasing regulations. - Conducted credit and background checks through TransUnion while meticulously verifying applicant criteria to minimize risk. - Developed and presented weekly inventory reports to management, aiding in informed decision-making. - Developed and implemented an income calculator via Excel which improved operational efficiency.
Christian Lopez's Contact Information
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