Open to opportunities

Holt Wallin

@holtwallin

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Aspiring finance professional focused on equity research, valuation, and investment analysis.

United States

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What I'm looking for

I am seeking an entry-level investment or finance role where I can apply valuation and equity research skills, contribute to investment decisions, and grow within a collaborative, learning-focused team.

I am a finance student and equity research analyst experienced in company valuation, DCF and P/E modeling, and portfolio recommendations for a $3.5M large-cap portfolio. I translate financial statements and industry data into actionable investment insights, producing detailed reports, pitch decks, and Excel models to support buy/hold/sell decisions.

I have practical retail sales experience delivering measurable revenue gains and strong customer relationships, and I contribute in leadership roles through fraternity philanthropy and mentoring. I am disciplined, results-driven, and eager to apply my analytical and communication skills to an investment or finance role where I can continue to learn and add quantifiable value.

Experience

Work history, roles, and key accomplishments

Current

Equity Research Analyst

Current

Oregon State Investment Group

Sep 2024 - Present (1 year 1 month)

Researched economic conditions and company financials to recommend positions for a $3.5M large-cap portfolio; produced a 25-page report, 31-slide pitch deck, and detailed Excel models. Performed DCF, historical P/E modeling, and ratio analysis to estimate intrinsic value and margin of safety for investment decisions.

Equity Research Financial Modeling Excel Valuation P E Analysis Financial Statement Analysis

Salesperson

Nordstrom

Jun 2025 - Sep 2025 (3 months)

Exceeded individual sales goals by 15-20% during peak seasons and built a personal client base of 10+ repeat customers through tailored recommendations and follow-up, contributing to department revenue growth. Performed daily sales reporting and reconciliations to ensure transaction integrity.

Retail Sales Client Relationship Management Upselling Sales Reporting Customer Service Visual Merchandising

Cashier/Sales Associate

Dicks Sporting Goods

May 2021 - Jan 2022 (8 months)

Processed and reconciled high-volume transactions while pitching credit products to ~100 customers daily, increasing company credit card sales percentage by 5% and improving checkout efficiency and customer satisfaction. Maintained accurate financial integrity across cash, credit, and returns.

Point of Sale Cash Handling Upselling Customer Service Sales Targets Time Management

Education

Degrees, certifications, and relevant coursework

Oregon State University, College of Business

Bachelor of Science, Finance

Activities and societies: Study abroad (ALBA); member of Sigma Chi, Finance Club, Peer Mentorship Program; Finley Academic Scholar; 5x Honor Roll student.

Pursuing a Bachelor of Science in Finance with expected graduation in December 2026; recognized on Honor Roll and recipient of Finley Academic Scholar and Huntsman Foundation donor support.