Hello! I'm Shubham Agarwal, an Honors College student at the Rutgers Business School - New Brunswick, NJ. I'm currently studying Finance, and I'm looking to build a career on Wall Street.
My Background and Upbringing
I’m the son of two Indian immigrants who came to the United States with nothing to their name. Despite facing countless hardships and challenges, they were able to build themselves up to success and live the American Dream, thanks to capitalism. I plan on continuing their legacy and building my own through a career in finance.
My interest in finance originated from watching personal finance videos throughout high school, through which I learned to invest my money into passive income sources such as real estate, the stock market, and other assets. I did more market research and found a strong interest in deals. Big deals. This opened my eyes to the world of banking, M&A, and private equity.
Skills
Throughout my time at Rutgers, as well as involvement in extracurricular activities, I’ve spent countless hours taking part in programs, clubs, and jobs which have taught me various skills that I can use in the workplace.
Financial Modeling
One of the most crucial skills required in the finance industry is building a three statement model. With coursework at my university, as well as certificate programs I've taken, I'm able to create fully linked three statement models.
Real Estate
As a co-founder and financial manager of my own real estate investing company, I've developed a lot of technical knowledge about the real estate market, different investment strategies, and generating wealth with houses.
Sales
Being able to sell yourself or your services to others is highly beneficial in the financial industry. With my experience at various sales jobs, including at Apple, I've been able to significantly develop my skills in revenue generation.
Experience
2024-Present
Fortius Financial LLC
Financial Advisor Intern
I have been working with high net-worth individuals by doing market research to expand their investment portfolio. I have been able to do this by analyzing different securities and their potential profitabilities.
2023-2024
Apple, Inc.
Sales Specialist
One of my responsibilities was to sell products and services to individuals who came the store, resulting in over $10,000 of business revenue generated, as well as roughly $3,200 worth of sales per hour.
2023-2024
Rutgers University Student Assembly Allocations Board
Deputy Auditor
I was responsible for aiding in the audits of several hundreds of clubs and organizations at Rutgers. This led to the decisions of allocating funds throughout the clubs based on their needs and practices.
Certifications
2024
Wharton Online & Wall Street Prep
Private Equity Certificate Program
This program taught me the fundamentals of private equity, including the deal making process, due diligence, and building an LBO model. The course taught me how to think of deals from the perspective of an analyst with hopes to close a deal.
2023
Career Principles
Financial Accounting Essentials
This course taught me the fundamentals of financial accounting, building a dynamic three statement model, and methods of compliance with Generally Accepted Accounting Principles (GAAP).
2023
Career Principles
Excel for Business and Finance
I was able to learn how to use Microsoft Excel in the world of finance, by learning powerful functions, building financial reports, and creating graphs to show a visualization of large amounts of data.