Jay Silva

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.

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  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
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  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.