Shruthilaya Venkatasubramanian

• Work directly under a Forbes-recognized Chartered Market Technician with Wall Street experience, providing trade ideas, sector rotation strategies, and recommendations on equities, ETFs, and options. • Conduct technical analysis using Finviz, StockCharts, Barchart, and Argus Data, applying indicators such as moving averages (SMA, EMA), MACD, RSI, Fibonacci retracements, pivot points, and relative strength. • Identify key chart patterns, including head and shoulders, double tops and bottoms, cup and handle, triangles (ascending, descending, symmetrical), and wedges, using them to determine breakouts, reversals, and continuation setups. • Integrate fundamental analysis and monitor real-time market news, earnings releases, trader ratings, dividend yields, revenue growth, and economic indicators, incorporating stock evaluation and sector performance, and inform long/short trade ideas. • Revamp and co-create market newsletters, highlighting technical setups, price action, option plays, treasury market, silver/gold, ETFs, and oil. • Generate and deliver a minimum of 15 charts daily, including equity and options setups, breakouts, trend reversals, momentum shifts, and support/resistance tests, providing actionable insights for trade execution and portfolio management.

• Conducted independent stock research using platforms like Finviz, StockCharts, Barchart, and Argus Data to compile and analyze key market data. • Evaluated stocks for potential investment by analyzing indicators such as moving averages, RSI (Relative Strength Index), MACD (Moving Average Convergence Divergence), volume trends, support/resistance levels, and price patterns. • Created and maintained spreadsheets and dashboards to track stock performance, identify undervalued opportunities, and support informed trading decisions. • Monitored real-time market trends and adjusted analysis to provide actionable insights for investment strategy.

• Became the youngest certified IRS tax preparer, completing all required training and passing certification exams via Link & Learn to meet IRS standards. • Volunteer twice weekly, preparing 3+ federal and state tax returns per session for qualified individuals through the IRS’s Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. • Assist taxpayers, including those who earn $67,000 or less, persons with disabilities, limited English-speaking taxpayers, and seniors seeking guidance on pensions and retirement-related issues. • Utilize IRS TaxSlayer software, IRS portals, and secure digital tools to accurately process returns, calculate credits, and maintain confidentiality. • Collaborate closely with CPAs and senior tax preparers, ensuring accuracy through quality review checks and applying best practices in tax law. • Educate taxpayers on filing processes, refunds, and strategies for future tax compliance, helping them navigate complex IRS regulations.

• Attend regular Creator Corps meetings and collaborated with peers to brainstorm content strategies, explore new posting methods, and develop creative, data-driven approaches aligned with Project Unloaded’s mission. • Plan and scheduled content, ensuring posts reached peers on platforms like TikTok, Instagram, and Snapchat where they are most active. • Stay updated on current events and youth-focused news, using research to make content accurate, relevant, and engaging. • Provide feedback on campaign messaging, helping the team refine text, visuals, and social media approaches to maximize engagement.

• Collaborated on strategic initiatives, helping curate the White House Gun Violence Prevention Roundtable agenda, analyzing media portrayals of gun violence, and contributing youth perspectives to policy discussions. • Led youth-focused campaigns, including the SNUG (Safer Not Using Guns) Campaign, reaching over 148 million total views and shifting 15% of viewers away from wanting to carry guns through social media ads and influencer partnerships. • Produced high-impact content for TikTok, Instagram, and Snapchat, drafting posts and SMS messaging informed by research on teen perceptions of gun violence. • Prepared for media interviews with national news outlets, conducting research, drafting talking points, and practicing responses to deliver clear, persuasive messaging. • Attended and contributed to the annual Youth Council in-person meeting in Chicago, leading brainstorming sessions, providing feedback on upcoming campaigns, and participating in media training to strengthen public outreach. • Worked closely with 22 peers to drive campaigns that combined research, outreach, and strategy, emphasizing the fact-based message that more guns make communities less safe.

• Conduct equity, fixed income, and ETF research to support member stock pitches and contribute to ISIC fund growth. • Analyze Fidelity portfolio activity to build monthly financial statements, track partner capital, and ensure accounting accuracy. • Lead new member education by organizing finance workshops, guest speaker events, and mock investment competitions. • Serve as Tax Lead, preparing and reviewing tax documentation for the fund, ensuring compliance with IRS regulations. • Advise members on tax implications of trades and investment strategies to optimize portfolio efficiency.

• Attend industry conferences and networking events with 50+ firms, strengthening both personal and professional skills. • Develop an extensive network within the financial planning field to enhance career readiness and expand industry connections. • Engage in mentorship opportunities, receiving guidance from industry professionals and applying insights to real-world financial planning scenarios.

• Performed in-depth company valuations using DCF, Comparable Company Analysis, focusing on key metrics such as EV/EBITDA and LTV/CAC. • Built financial models to forecast cash flows, assess operating runway, and benchmark gross and EBITDA margins using PitchBook data. • Analyzed core startup performance metrics including MRR, ARR, CAC, churn, and customer retention to assess scalability and product-market fit. • Led my team in a case competition, evaluating pre- and post-money valuations, market sizing (TAM/SAM/SOM), and growth strategies to maximize long-term investor returns. • Created investor-ready pitch decks and investment materials, translating complex financial analysis into clear, actionable strategic recommendations. • Applied venture capital frameworks across term sheet structuring, and exit strategy evaluation, gaining hands-on exposure to the full investment lifecycle.

• Managed a team of high school students and college students from top 20 universities to expand Borex Capital’s professional network. • Oversaw outreach and engagement strategies to strengthen connections with angel investors and startup communities. • Mentored and coordinated team members, fostering collaboration and ensuring impactful contributions to firm initiatives. • Leveraged insights from investor research to guide outreach priorities and networking efforts.

• Conducted in-depth research on angel investors and venture capitalists, analyzing investment patterns, portfolio companies, and industry focus to identify high-potential funding opportunities. • Collected and organized data from crowdfunding platforms, VC directories, Crunchbase, PitchBook, and Seamless AI, building comprehensive datasets to support investment strategy. • Dug deep into investor networks, mapping connections and trends to expand Borex Capital’s reach within the startup ecosystem. • Analyzed seed-stage biotech and pharmaceutical startups, assessing market potential, scalability, and alignment with investor interests. • Collaborated with senior team members, ensuring data accuracy and providing actionable insights to inform investment decisions.

• Launched and managed Gen 3’s Instagram account while maintaining and growing the organization’s existing Facebook presence. • Created and scheduled 15+ posts promoting workshops, classes, and events, ensuring consistent engagement across platforms. • Designed visual content using Canva, Adobe Photoshop, and Instagram/Facebook tools to create professional, eye-catching posts. • Researched engagement metrics and audience insights to optimize content performance and improve reach. • Developed strategies to increase visibility and event participation, applying data-driven decisions to maximize impact.