Shaan Shakil

Analyst for a student-run investment fund with $300,000 AUM of the NCSU endowment, focusing on 3-5 year investments with market caps between $500M and $50B covering all GICS sectors, targeting allocation to Russell 2000 benchmark Conducted in-depth analyses on companies such as Align Technologies (ALGN) employing valuation methodologies including discounted cash flow (DCF), Pro Forma, and comparable EBITDA multiples Executed comprehensive market research using Bloomberg Terminal, enabling detailed evaluations of company performance, competitive positioning, and industry trends to support investment decisions and portfolio management

Evaluated research and aided analysis to support investment decisions at Red Hat Capital, a nascent asset management firm dealing in Fund structuring, Bonds, Fixed assets & Commodity trading. Collaborated in over 10 client meetings, gaining insights into client relationship management, presentation of investment strategies, and performance reporting over several asset classes including deal structure. Utilized financial databases and software (e.g., Bloomberg, Capital IQ) to collect and analyze data on fund investments, identifying both positive and negative asset performance.

Identified privately held companies in Series A funding, specifically those in “Green Technology”, as 10-year investment opportunities Analyzed historical financial data to compute Compound Annual Growth Rate (CAGR), providing insights into long-term investment performance and aiding in the projection of future returns for companies such as Olympian Motors and FloorFound Assessed competitors, market positioning, and unique differentiators, while performing detailed risk analysis and identifying mitigation strategies to support informed investment decisions

Effectively managed a diverse portfolio of properties, including over 60 residential properties, consistently achieving an average occupancy rate of 90% Spearheaded property renovations and upgrades, enhancing property values and driving a 15-20% increase in rental rates for renovated units Implemented a “Room by Room” system that increased rental profits on specific properties by as much as 150%

Evaluated balance sheets, income statements, and general ledgers, uncovering significant discrepancies that led to the identification of cost-saving opportunities and improved financial accuracy for over 50 different companies Communicated detailed insights to clients on business expenditure patterns, identifying areas for cost optimization and enhancing transparency to support informed business decisions Ensured accuracy and clarity in reporting credit history to clients, facilitating informed decision-making by providing insights into revenue, expenses, and overall performance

Achieved exceptional levels of customer satisfaction through timely, accurate processing and shipping of orders Supervised the wood department, including the cutting, sanding, organization, and packaging of the product Assisted other departments or personnel with special projects or in emergencies as directed by the distribution center manager

4.6 GPA