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Sanjyot Sachdev

Sanjyot Sachdev

Investment Analyst Intern

Talent
Dix HillsMember since September 24, 2026
Power BIMicrosoft AccessMicrosoft ExcelBloomberg Terminal
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Power BIMicrosoft AccessMicrosoft ExcelBloomberg Terminal

About

Investment Research & Portfolio Analysis

Experience

Investment Analyst Intern at Murray Pasternack (2025-01 – 2026-05)

Investment Research & Portfolio Analysis

  • Conducted equity research and due diligence using Bloomberg Terminal, analyzing company fundamentals, financial statements, valuation metrics, and macroeconomic indicators.
  • Assessed financial stability using performance data to develop contingencies for potential equity investments with a $500K student-managed portfolio.
  • Organized financial reports and performance analyses, incorporating complex financial data and insights while tracking portfolio exposure, market movements, and post-investment performance.

Database & SQL Analyst at Business Data Management Project (2025-01 – 2026-05)

Database & SQL Analyst

  • Designed and implemented a relational Fitness Center & Membership Management database in Microsoft Access to centralize member, billing, attendance, and trainer data.
  • Composed advanced SQL queries like (SELECT, INSERT, UPDATE, DELETE, JOIN, Aggregation Functions) to analyze membership trends, track revenue streams, and monitor class utilization rates.
  • Developed an Entity-Relationship Diagram (ERD) and structured normalized tables with primary and foreign key constraints to ensure data integrity and scalability.

Data Analyst at Accounting Data Analytics Project (2025-08 – 2025-12)

Data Analyst

  • Developed interactive dashboards and visualizations in Power BI and delivered an executive-style presentation communicating data-driven insights and recommendations to a collective board of students, professors, and school administrators.
  • Built Excel-based analytical models using IF statements, PivotTables, data segmentation, and correlation analysis to identify the key elements behind box-office performance.
  • Analyzed a dataset of 100 films, evaluating revenue drivers including opening-weekend sales, total gross, theater count, release duration, budgets, and profitability metrics.
  • Constructed and applied financial performance KPIs including ROIs, Profit Ratios, and revenue-per-theater metrics to standardize and compare film profitability.

Shift Supervisor at Starbucks (2022-10 – 2026-08)

  • Led shift operations and supervised barista teams, maintaining customer service scores in the 98th+ percentile across peak and closing shifts using clear communication and delegation.
  • Managed opening and closing cash controls, inventory checks across 20+ high-use SKUs, and reduced product waste to less than 1.5% through daily auditing and tracking.
  • Coached 3+ team members while maintaining a positive, high-energy work environment during peak hours, and resolving customer issues simultaneously with professionalism and composure.

Teacher at Hemkunt Foundation (2024-01 – Present)

  • Guided and coached two student teams through a 7-month regional and international music competition, achieving 1st place finishes in consecutive years with both teams.
  • Arranged rehearsals and curated tasks by evaluating each student's strengths and weaknesses and implementing custom tailored approaches to improve their delivery and presentation, culminating in a performance for over 500 audience members and peers.

Coordinator and Councilor at Camp Chardi Kala (2022-06 – Present)

  • Coordinated daily operations for 200+ campers, supervising 10+ activities while ensuring safety, engagement, and operational efficiency.
  • Mentored 4+ groups of 20-25 children ranging from ages 8-18 each year through games and critical thinking exercises.

Education

Farmingdale State College in AACSB Accreditation – SUNY Farmingdale State College, School of Business (2027-12)

Skills

Investment Analyst Intern

Reviews

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