Verified recordInvestment Management

Sam Sheeran

Equity Analyst at Yousif Capital Management

Based in Novi, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Novi

Industry

Investment Management

Company size

Contact information

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s•••••••@yousifcapital.com

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Background

About Sam Sheeran

My career goals are to become a financial analyst and obtain my CFA to become a portfolio manager. I have the analytical and critical thinking skills necessary to make it in this industry.I had a financial analyst internship over the summer which gave me experience building complex financial models and improved my investment research skills. I am also part of the Student Managed Investment fund at Western Michigan University were we manage $1.7 million by valuing companies by forecasting out financial statements and then coming up with a intrinsic value by using the discount cash flow model.I have competed in the ACG Cup, CFA Institute Research Challenge, Commercial Lending Competition, and the Bloomberg Trading Challenge. These competitions gave me experience in investment banking and investment research. I also passed the Securities Industry Essentials exam and I am ready to take the Series 7 exam.

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