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Sean Lee
Equity Research Analyst Intern @Wall Street Oasis — Treasurer @CASA — Equity Research Associate @Beach Investment Group — Consumer Affairs, Finance minor @CSULB
Summary
Analytical finance student with hands-on equity research experience using Bloomberg, S&P Capital IQ, Finviz, and financial filings. Skilled in financial statement analysis, DCF valuation, and investment thesis development. Passionate about producing rigorous research, identifying catalysts, and communicating actionable insights for investment decision-making.
Top Skills
Financial Modeling
Proficient in building integrated income statement, balance sheet, and cash flow models.
Valuation
DCF, comparable analysis, precedent transactions, and sensitivity testing.
Financial Statement Analysis
Detailed ratio analysis, cash conversion cycles, and earnings quality assessment.
Equity Research
Where I've Been Building
2025 – Present
Equity Research Analyst Intern
Wall Street Oasis
Conduct fundamental equity research using Bloomberg, S&P Capital IQ, and financial filings. Build valuation frameworks and develop long/short investment theses.
2025 – Present
Equity Research Associate
Beach Investment Group (BIG)
Review student equity pitches and apply valuation frameworks including DCF and WACC assumptions. Conduct macro and market research supporting portfolio construction.
2025 – Present
Treasurer
Consumer Affairs Student Association (CASA)
Manage budgeting and financial planning for campus initiatives. Coordinate student engagement events while ensuring compliance with organizational priorities.
2025 – 2026
Chair of Ethics
Associated Business Students Organization Council (ABSOC)
Lead planning and coordination for campus-wide professional conference focused on ethics, leadership, and business integrity.
2025
President
International Business Association (IBA)
Organized and standardized internal documentation and onboarding materials. Coordinated with executive board on long-term mission, strategy, and event planning priorities.
Investment Research Portfolio
Birkenstock (BIRK)
Equity Research Report
Recommendation: BUY  |  Target: $81.08  |  Upside: +109%
Premium footwear brand with durable brand moat, pricing power, and significant APAC expansion opportunity. DCF valuation supports 40–80% upside from current levels.
Investment Highlights
  • Recommendation: BUY
  • Target Price: $81.08
  • Current Price: $38.74
  • Upside: 109.3%
Key Drivers
  • 250-year brand heritage & supply-constrained model
  • DTC expansion & closed-toe category growth
  • APAC penetration (15% of revenue, 37% CC growth)
Valuation Framework
  • DCF analysis with 13–15% revenue CAGR through FY2028
  • EBITDA margin recovery to 30%+
  • Comparable company analysis vs. DECK, CROX, ONON
DCF Valuation
Financial Modeling
Equity Research
Consumer Discretionary
Valuation Analysis

Prepared as part of the Beach Investment Group Equity Research Program at CSULB.
Coming Soon
Next Research Project
More detailed reports and pitches will be added to this portfolio. Check back soon for additional equity research projects.
Leadership & Achievements
Sales & Retail Performance
Exceeded sales targets at GENTLE MONSTER and Macy's; consistently strong client engagement and operational accuracy.
Entrepreneurship
Founded STAR RECORDS LLC — managed budgets, partnerships, and content strategies to grow audience monetization.
Academic Honors
President's Honor List — Spring 2025 & Fall 2025 for academic excellence.
Education & Certifications
California State University, Long Beach
B.A. Family and Consumer Sciences, Minor in Finance — Expected Graduation Dec 2026. Coursework: intermediate financial management, macroeconomics, statistics.
Wall Street Oasis Academy
Investment Banking & High Finance Career Track (Dec 2025 — Mar 2026).
Certifications
  • Real Estate: Developing a Growth Mindset
  • Ethics at The Beach
  • Investment Banking Course
  • Business Professional Certificate Program — Level 1
Languages & Interests
Languages
English (Native / Bilingual), Korean (Professional Working Proficiency).
Interests
Chess, fitness, and matcha connoisseurship — disciplined hobbies that reinforce analytical thinking and focus.
Investment Analyst Profile
Combines technical modeling skills with practical research experience and leadership in student organizations. Delivers concise, data-driven investment ideas and actionable company notes. Fast learner with a track record of meeting targets and collaborating across teams — ready to contribute to research coverage, earnings analysis, and valuation workstreams.
Contact to discuss fit for equity research or financial analyst roles.
Resume Snapshot
Candidate Snapshot
Equity Research Intern • Strong valuation & modeling • Bloomberg / Capital IQ experience • Team leadership
Key Tools
Excel, Bloomberg Terminal, S&P Capital IQ, Finviz, Wall Street Journal research.

Available for interviews and project-based engagements. Email: [email protected]
Contact
Open to internship opportunities, research collaborations, and investment banking roles.
linkedin.com/in/seanleesjun
Professional profile with recommendations, work samples, and network connections.
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