Jay Silva

Jay Silva

Assistant Manager

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location of Jay SilvaDiamond Bar, California, United States

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  • Timeline

  • About me

    Managing Director @ SMIF | Vice President @ Finance Society | California State Polytechnic University-Pomona

  • Education

    • California State Polytechnic University-Pomona

      2020 - 2025
      Bachelor of Business Administration, B.S. Finance, Real Estate and Law
    • Diamond Bar High School

      -
  • Experience

    • Jimmy John's

      Aug 2021 - Sept 2022
      Assistant Manager

      • Analyzed forecasted sales to prepare required inventory for the day and assigned positions to team members to prepare for opening and closing.• Engaged with customers to ensure optimal consumer experience.• Managed day-to-day operations and cooperated with team members to efficiently run the store.

    • Cal Poly Pomona Finance Society

      Nov 2023 - now
      • Vice President

        Oct 2024 - now
      • VP of Administration

        Apr 2024 - now
      • Director of Web Development

        Nov 2023 - Apr 2024
    • CPP Student Managed Investment Club

      Feb 2024 - Apr 2024
      Stock Pitch Competition

      • Participated in a stock competition and conducted equity research on Intel.• Utilized the Bloomberg Terminal to research company details and the semiconductor industry.• Collaborated with a team of four under a mentor who taught the fundamentals of equity research.• Developed an investment thesis based on findings and utilized a discounted cash flow and relative valuation model to support the decision.

    • CPP Student Managed Investment Fund

      Jul 2024 - now

      • Collaborating with a team of 18 analysts to develop and manage a portfolio of over $700,000 for the University.• Constructing a portfolio based on the client’s investment goals, risk tolerance, required return, and time horizon.• Developing a Request for Proposal to present to the CFAOC ultimately and to win the client's business.• Performing daily analysis and gathering up-to-date market and economic data from various countries.• Executing investment decisions based on gathered economic data, valuation methods, and investment guidelines.• Developed optimization model to analyze index data and allocate capital to a portfolio with the top risk-adjusted return.• Creating analyst reports and valuations on prospective equities, primarily in the Healthcare sector. Show less

      • Managing Director

        Nov 2024 - now
      • Investment Analyst

        Jul 2024 - now
    • California State Polytechnic University-Pomona

      Aug 2024 - now
      Finance Tutor/Supplemental Instructor
    • CFA Society Orange County (CFAOC)

      Oct 2024 - now
      Student Equity Research Analyst

      • Selected as one of five to represent Cal Poly Pomona in the annual CFA Institute Research Challenge.

  • Licenses & Certifications