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Sergio P
@sergio_e_pena
Equity Analyst
United States
Spanish, English
About me
Hi, I'm Sergio, a Summa Cum Laude finance graduate from Texas State University and a CFA Level 1 candidate delivering equity research and financial modeling built to sell side standards. I recently served as an Equity Analyst for the Texas State Student Managed Investment Fund, where we managed real equity holdings in a portfolio that beat the benchmark by 10%. Every deliverable is grounded in primary source research from SEC filings, Yahoo Finance, and FactSet, with transparent assumptions, dual method DCFs, and thesis driven recommendations. Bilingual
Skills
Sergio P
Offline •
Average response time: 1 hour
See my services
Stock Analysis
I will build a professional dcf valuation model and equity research report
Work experience
Texas State University
1 yr 6 mos
Equity Analyst
Aug 2025 - May 2026 • 9 mos
Equity analyst in a student-managed investment fund, conducting fundamental research and valuation on public companies. Built financial models and applied DCF and relative valuation techniques to support investment recommendations. Analyzed company fundamentals, industry dynamics, and macroeconomic trends.
University Ambassador
Aug 2022 - May 2023 • 9 mos
Led campus tours and represented the university at official events for prospective students and families. Strengthened public speaking and interpersonal communication through regular outreach. Demonstrated professionalism and leadership in a student-facing role.
