Matthew Chen
Equity Research Analyst @ Echelon Equity
About
I’m a junior at Plainview Old-Bethpage JFK High School passionate about investing, business strategy, and understanding how companies grow and create long-term value. My goal is to build a strong foundation in finance and eventually break into my investment banking, private equity, venture capital, or equity research. I’m always looking to connect with people interested in finance, investing, and entrepreneurship — and to keep learning from those already working in the industry.
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United States
Management Consulting
Microsoft Excel, Investments, Strategy, Equity Research, Internal/External Consulting, Financial Analysis, Financial Modeling, Stock Management, Stock Market, Organization Skills, Marketing, Social Media, Data Analysis, Business Strategy, Business Development, Business Analysis, Business Planning, Research Skills, Communication, Team Leadership
Experience

Equity Research Analyst
• Conducted in-depth analysis of Discounted Cash Flow (DCF) models to determine intrinsic value of U.S. equities. • Evaluated company financials and quarterly cash flow reports to identify promising investment opportunities. • Collaborated with a team of analysts in weekly deal reviews, enhancing investment theses and financial modeling skills.

President of Business
New York, United States
• Developed and implemented strategic plans for fundraising, grant writing, and corporate sponsorships. • Acted as CFO, prioritizing financial growth and sustainability for iMission Youth Global. • Cultivated partnerships with businesses and educational institutions, enhancing community engagement and support.

Teacher
IMission Youth Global
United States

Business Operations Intern
United States
• Edited long-form video clips into engaging short-form content optimized for digital platforms. • Utilized CapCut to enhance viewer engagement through effective pacing, captions, and transitions. • Contributed to brand growth by transforming raw footage into polished, platform-ready videos. • Developed strategy guides on publishing and content strategy to support operational goals.

Chief Executive Officer
Plainview, NY
• Led a consulting team of 4, ensuring successful project execution and timely client deliverables. • Advised three school-based organizations on effective marketing strategies and member retention initiatives. • Achieved a 65% increase in Newspaper Club member retention and a 79% increase in Radio Club retention through targeted outreach. • Currently managing a marketing strategy for a local restaurant client to enhance customer growth.

Social Media Intern
United States
• Developed and published engaging social media content focused on college applications and admissions. • Produced videos that garnered over 1,289,795 views, significantly enhancing audience reach. • Analyzed engagement trends to optimize posting strategies and improve content performance.

Camp Counselor
United States
• Supervised and managed a group of 20 campers daily, ensuring their safety and engagement. • Led various group activities, fostering a positive camp culture while maintaining discipline. • Demonstrated strong leadership and crisis-management skills in a dynamic environment.
Education

Gained hands-on experience analyzing stocks, evaluating risk, and building investment strategies using real-market data. Completed a final project applying Wall Street-style valuation techniques, portfolio construction, and market research. Learned institutional finance concepts including equity research, diversification, and financial modeling basics.
Matthew Chen's Contact Information
Phone
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