Investment research
I cover a sector for our student-managed portfolio and write a research report on it every week, checking that the companies we hold are in good financial standing.
Financial Management Association
Finance & Accounting, RIT Saunders College of Business
Evan Ren
I’m a finance and accounting student at Rochester Institute of Technology, graduating in May 2028.
Outside class I co-manage a student investment portfolio with the Financial Management Association, write a weekly sector report on the Bloomberg Terminal, and work as a teller at ESL Federal Credit Union.
- 3.82Cumulative GPA
- $400K+Student portfolio I co-manage
- $8,000+Fraud prevented as a teller
- 2nd placeWest NY CFA Challenge
What I work on
Everything I’ve doneValuation and modeling
With a team of five, I built a full valuation model and wrote a 20-page equity report on a public company, then presented our recommendation to a panel.
CFA Institute Research Challenge
Banking operations
I handle loan payments, withdrawals and deposits for members every day, and escalate anything that looks like fraud or an error.
ESL Federal Credit Union
Budgets and data
As treasurer I built structured budget sheets in Excel for our events, which made spending easier to track and cut it by 10%. My minor is in business analytics.
Multicultural Business Association
Tools and programs
Tools I use
- Bloomberg TerminalSector research, equity report data
- ExcelFinancial models and budgets
- TableauDatabase management coursework
- ServiceNowTicket triage at RIT Housing
- Python
- QuickBooks
Programs and competitions
- Management Leadership for TomorrowSelective 18-month program
- CFA Institute Research Challenge2nd place, West NY
- Corporate Code hackathonWinning team
- Momentum Leadership Development ProgramCompleted 2026