Olivia Snell

Experience

1. Equity Research Associate

   Sequoia Financial Group

   Oct 2023 — Present · San Francisco, CA, US

   The public equity group‘s investment integrates a top-down, macro-economic view with a bottom-upanalysis of industries & companies. Processes connect via the identification of long-term investment growth themes that extend across one or more economic sectors• Conducted detailed performance and cash flow analysis across a $2.5B portfolio of four long-only equity strategies, consistently outperforming benchmarks, by generating high-conviction investment ideas in consumer, energy, and communication services sectors through rigorous financial modeling and valuation analysis.• Collaborated with the CIO, Portfolio Managers, Compliance, Marketing, and Research teams to develop over 50 client-ready communications and strategic proposals annually, translating complex financial data, equity research, and corporate developments into materials aligned with firm-wide objectives.• Led quarterly earnings processes for covered names including consensus tracking, KPI trends, internal guidance updates, and post-call analyses, while also producing valuation frameworks and competitive benchmarking for portfolio companies.• Spearheaded cross-functional capital markets research and client engagement initiatives, including projects on capital allocation, sustainability of cash flows, and macro-driven themes such as AI, tariffs, and clean energy policy shifts.

Education

• Claremont McKenna College

  Psychology Honors, Minor in Leadership

  2019 — 2021