Open to opportunities

Jake Aranowitz

@jakearanowitz

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Finance student and analyst focused on investment research and financial modeling.

United States

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What I'm looking for

I seek a role in investment or corporate finance where I can apply financial modeling, valuation, and market research within a collaborative team that values mentorship and measurable impact.

I am a finance-focused business student with hands-on experience in underwriting, corporate finance, and equity analysis. I have built pro forma models, dynamic budgeting tools, and conducted market and competitive studies to support acquisition and portfolio decisions.

I lead campus investment initiatives and manage real-money endowment analysis while holding certifications like SIE and Bloomberg Market Concepts. I prioritize rigorous financial modeling, risk-aware valuation, and collaborative decision-making to drive measurable investment outcomes.

Experience

Work history, roles, and key accomplishments

Current

Equity Analyst

Current

Phoenix Capital

Aug 2025 - Present (6 months)

Selected to manage $100,000 of university endowment assets; performed industry research and valuation using Bloomberg and FactSet to support investment decisions.

Equity Research Financial Modeling Valuation Factset Portfolio Management Risk Management Excel

Current

President

Current

Financial Management Association

Apr 2025 - Present (10 months)

Revitalized an inactive organization, growing membership from 5 to 30+ and led semester programming on market insights and student portfolio strategy.

Leadership Programming Portfolio Management Event Planning Student Engagement Public Speaking

Current

Member of Finance Board

Current

Sigma Phi Epsilon

Feb 2023 - Present (3 years)

Managed a budget exceeding $100,000, oversaw dues collection from 90+ members, and supported recruitment efforts that added 27 new members.

Budget Management Recruitment coordination Communication Operations

Underwriting Intern

Canoe Brook Development

Jun 2025 - Aug 2025 (2 months)

Underwrote real estate development investments from market research through financial modeling and built detailed pro forma models with sensitivity analyses to support acquisition decisions.

Financial Modeling Pro Forma'S Market Research Sensitivity Analysis Excel Due Diligence

Corporate Finance Intern

RHO Residential

May 2024 - Aug 2024 (3 months)

Created a dynamic budget forecasting tool for 17+ multifamily properties and conducted market studies to provide competitive insights for portfolio planning.

Budgeting & Forecasting Financial Analysis Market Research Excel Competitive Analysis Reporting Multifamily Real Estate

Summer Intern

Datamation Systems Inc.

May 2023 - Aug 2023 (3 months)

Analyzed 50+ products using three years of sales data to inform decisions and launched the company YouTube channel, directing video production and editing.

Data Analysis Sales Data Analysis Product Analysis Excel Video Production Content Creation YouTube Channel Management Reporting

Education

Degrees, certifications, and relevant coursework

Elon University

Bachelor of Science in Business Administration, Finance

Grade: 3.80/4.00

Activities and societies: President, Financial Management Association; Equity Analyst, Phoenix Capital; Member, Sigma Phi Epsilon finance & recruitment boards; Omicron Delta Kappa; President's List; Dean's List

Pursuing a Bachelor of Science in Business Administration with a finance major and economics minor, expected May 2026; study abroad experience in Florence, Italy.