Open to opportunities

Drew Bates

@drewbates

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I’m a finance-focused analyst using valuation modeling and data-driven research to support better investment decisions.

United States

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What I'm looking for

I’m looking for a finance role where I can grow as an investment/financial analyst—building valuation models, producing research, and using data tools to improve planning, risk thinking, and client-ready recommendations.

I’m a finance student and investment researcher building equity research reports with buy/hold/sell recommendations. In my role as a “Senior Analyst” with the Mercer University Student Managed Investment Fund, I run financial analysis, develop 4+ valuation models per company (DCF, DDM, RIM, Comparable Multiples), and translate findings into investment theses.

I also strengthen decisions through macro and company-level risk work, using ESG, PESTEL, and competitive analysis to evaluate valuation drivers. Previously, as a “Wealth Management Intern” at Northwestern Mutual, I assisted in personalized financial plans spanning insurance, retirement, and investments—supporting senior advisors with client research, outreach, and data analysis.

Experience

Work history, roles, and key accomplishments

Current

Senior Analyst

Current

Mercer University

Aug 2024 - Present (1 year 9 months)

Produced equity research reports with buy/hold/sell recommendations across multiple sectors using valuation models. Built 4+ DCF, DDM, RIM, and comparable multiples models per company and performed ESG, PESTEL, and competitive analysis with Bloomberg Terminal, Forecast Pro, and RStudio.

Equity Research Valuation Models (DCF RIMS Comparables Financial Analysis ESG Analysis Competitive Analysis Bloomberg Terminal Forecast Pro RStudio

Current

Social Chairman

Current

Alpha Tau Omega Fraternity

Dec 2023 - Present (2 years 5 months)

Led 20+ events with a $2,500 budget to grow chapter involvement by 25% and increase membership by over 15%. Coordinated event planning to strengthen engagement and community participation.

Event Planning Budget Management Leadership Community Engagement Team Coordination Stakeholder Management

Current

Judicial Board Member

Current

Alpha Tau Omega Fraternity

Jan 2022 - Present (4 years 4 months)

Served as a representative for the judicial committee by attending hearings and helping determine sanctions. Helped improve accountability, contributing to a decrease in careless activity by the chapter.

Governance Committee Hearings Policy Enforcement

Wealth Management Intern

Northwestern Mutual

Jun 2025 - Aug 2025 (2 months)

Assisted in developing personalized financial plans covering insurance, retirement, and investments. Conducted client research, supported advisory meetings, and analyzed financial data to recommend wealth protection and long-term planning solutions.

Financial Planning Retirement Planning financial data analysis

Mercer On Mission Consultant

Mercer On Mission

Apr 2024 - Jun 2024 (2 months)

Partnered with a student team to increase a social enterprise’s profitability by roughly 100% within one month through changes to operations. Supported multi-day research and hands-on work that improved functionality and efficiency by 75% and contributed to significant growth during time in South Africa.

Operational Efficiency Research Team Collaboration Performance Optimization

Volunteer Mentor

Traffick Jam

Jan 2023 - May 2023 (4 months)

Taught high school students weekly about the dangers of sex trafficking for a semester. Served as a mentor to support students with guidance and needs as they arose.

Mentorship Communication Public Speaking Safeguarding Awareness Mentoring