William Guzman
Junior Analyst @ Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)
About
As a first-generation American and the first in my family to attend college, I’m driven by the opportunity to build a legacy through education, hard work, and curiosity. I’m currently pursuing a B.S. in Finance at San José State University, where I’ve developed a strong foundation in valuation, financial modeling, and strategic decision-making. I serve as an Equity Analyst for the Spartan Fund, focusing on the Healthcare sector, where I use multiple valuation techniques — including DCF, comparable company, and ratio analysis — to recommend buy, sell, or hold positions within our portfolio. Beyond investments, I’m a Founding Board Member of the Spartan Real Estate Association, helping connect students with professionals across commercial, residential, and investment real estate. I also stay active in the Banking and Investment Association. I’m passionate about learning, teamwork, and continuous growth. My strengths include Excel modeling, valuation analysis, and interpersonal communication, which I apply both in academic settings and professional collaborations.
United States
Pittsburg
Real Estate
DCF Valuation, Financial Analysis, Portfolio Management, Microsoft Office, Marketing Strategy, Digital Marketing, Marketing, Project Management, Microsoft Excel, Customer Service, Bartending, Pre-Algebra
Experience

Junior Analyst
San Jose, California, United States
As part of the Health Care sector team, I analyze and value companies within the S&P 500 using multiple valuation techniques — including DCF, comparable company, and ratio analysis — to determine buy, sell, or hold recommendations for our portfolio.

Founding Board Member
San Jose, California, United States
Founding Board Member of the Spartan Real Estate Association (SREA) at San José State University. Help build and grow a student organization dedicated to connecting students with real estate professionals through networking events, speaker panels, and career development opportunities across commercial, residential, and investment sectors.

Marketing
Soleadad LLC
Concord, California, United States
Created a website and introduced a new POS while implementing online ordering in a cost effective way.
William Guzman's Contact Information
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