Shubh
Dave.
turning
data
into
conviction.
Finance and Economics at Penn State. I'm drawn to the moment where the analysis stops and someone has to actually make the call: equity research, consulting, and the unglamorous data work that makes a thesis hold up.
The analyst
behind the index.
I read the numbers first, then I work out what they're not saying. A thesis only counts if it survives the data.
I'm a Finance and Economics student at Penn State's Smeal College of Business, graduating in May 2026. For the last three years I've bounced between venture capital, consulting, and financial operations. That meant running due diligence on early-stage startups, building DCF and scenario models, and turning messy spreadsheets into dashboards people actually open.
What I care about is pretty simple. A clean model, a thesis I can defend in the room, and killing the busywork that slows everyone down. I've built research pipelines that gave a team back 10+ hours a week, tightened up reporting, and shipped Power BI and Excel dashboards that made the numbers make sense to people who don't live in them.
Penn State · 2022–2026
The track
record.
Current
Selective
3 months
Flagship
Selective
3 months
Certified, and
then some.
FINRA SIE
Securities Industry Essentials, the baseline licensing exam for getting into the securities business.
CFA · ESG Investing
CFA Institute Certificate in ESG Investing. Putting sustainability factors into real analysis and valuation.
Reads markets.
Builds models.
Ships dashboards.
Advanced Excel · SQL · Python · MATLAB · Power BI · Tableau · Financial Modeling · Data Analysis.
GARP SCR
Sustainability and Climate Risk. How climate exposure shows up across portfolios and firms.
Six Sigma Green Belt
Lean Six Sigma (CSSC). Process improvement, root-cause analysis, and efficiency you can measure.
IIBA ECBA
Entry Certificate in Business Analysis. Requirements, stakeholders, and the bridge between business and data.
University
University Park, PA · Class of May 2026.