Joseph Clavin

Finance student at Texas State university | McCoy college student managed investment fund | wholesale banking intern at Hancock Whitney

Role
Equity Research Analyst at Texas State Student Managed Investment Fund Smif
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Joseph Clavin

Recent graduate from Texas State University with a BBA in finance. I recently served as…

Experience

  1. Equity Research Analyst

    Texas State Student Managed Investment Fund Smif

    Jan 2025 — Present · San Marcos, TX, US

    Collaborated with a team of 20 selected students to strategically manage a $2 million endowment fund, conducting in-depth financial analysis and investment research to drive informed decision-making-Utilized valuation techniques such as DCF modeling, Comparable Company Analysis, and Ratio Analysis to make data-driven investment decisions. And delivered those results in investment pitch presentations with data-driven insights and financial projections- Developed and presented quarterly performance reports to faculty advisors and stakeholders, demonstrating a consistent ability to communicate complex financial concepts effectively.

Education

  • Texas State University

    Bachelor of Business Administration - BBA, Finance

  • Nebraska Wesleyan University

    Bachelor of Business Administration - BBA, Finance

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Joseph Clavin — Equity Research Analyst at Texas State Student Managed Investment Fund Smif in Houston, TX, US | Unifers