Julius Ivan
Investment Analyst Intern - Data & Modeling
Sewa layanan mereka
Minta penawaran tanpa kewajiban
Tentang
A well-organized and highly motivated fresh graduate with a strong interest in finance, investment, and business operations. Achieved a cumulative investment return of 251.7% through disciplined analysis and investments in high growth stocks. Passionate about capital markets and equity research, and currently seeking internship opportunities in Equity Research Analyst, Wealth Management, Capital Market Research, Financial Analyst, Corporate Finance, and Fund Management roles to further develop analytical, valuation, financial modeling, and investment management skills while contributing to a dynamic financial institution.
Pengalaman
Independent Investor and Trader
- Performed equity research by evaluating financial performance, valuation metrics, earnings growth, and competitive positioning of publicly listed companies.
- Achieved a cumulative portfolio return of 251.7% through disciplined stock selection based on fundamental, growth, and momentum investing principles.
- Built investment recommendations and portfolio allocation strategies by integrating company-specific analysis with macroeconomic and sector outlook assessments.
- Monitored portfolio performance, managed investment risks, and continuously refined investment strategies based on market conditions and emerging opportunities.
Finance Supervisor at Gado - Gado Batununggal
- Prepared and maintained cash flow statements, balance sheets, and financial reports to support business performance evaluation and management decision-making.
- Monitored daily cash inflows and outflows, managed expense tracking, and performed financial reconciliations to ensure the accuracy of financial records.
- Implemented standardized financial reporting procedures and digitalized finance workflows, improving reporting efficiency, internal controls, and financial transparency.
- Supported budgeting and financial planning by analyzing operating expenses, revenue trends, and cash flow performance.
- Contributed to achieving an average annual revenue growth of 8% through enhanced financial controls, reporting accuracy, and operational efficiency.
Finance Staff at CV Bintang Sakti Anugerah
- Prepared and managed Purchase Orders (PO) and Delivery Orders (DO) to ensure accurate procurement and delivery documentation.
- Recorded and monitored Accounts Receivable (AR) and Accounts Payable (AP), ensuring accurate and up-to-date financial records.
- Prepared customer invoices and coordinated payment collection processes to support timely cash inflows.
- Developed and maintained an inventory stock card system integrated with Google Sheets, enabling real-time inventory tracking, improving stock accuracy, and streamlining inventory reconciliation.
Pendidikan
BINUS UNIVERSITY
GPA: 3.90/4.00
Thesis: "Analysis of The Influence of Behavioral Bias on Stock Investment Decisions of Entrepreneurial Investors on The Indonesian Stock Exchange"
