Sujay Kethineni

Investment Management · Equity Research · Finance

About

  • 📍 Green Brook, NJ
  • 🎓 B.S. Finance @ Rutgers Business School — Expected May 2027
  • 💼 Incoming Intern @ Starr Insurance, Summer 2026
  • Clubs:Rutgers Finance Society, Investment Bankers of Rutgers, Rutgers Corporate Finance Society, Kappa Sigma Fraternity
  • Relevant Coursework: Investment Analysis, Corporate Finance, Financial Management, Operations Management, Management Information Systems

Experience

Investments Intern

Private Investment Sub-Fund Mar. 2025 – Present
  • Allocated and managed a $50K sub-fund, driving 20%+ growth through active management
  • Constructed DCF and Comps models to evaluate equity investments across 3 sectors
  • Implemented tax strategies including loss harvesting and deferral planning, generating $40K+ in savings
  • Monitored macroeconomic indicators including Fed policy and yield curves to adapt portfolio positioning

Multinational Operations Intern

Starr Insurance Jun. 2025 – Aug. 2025
  • Developed Excel-based risk tracking reports for senior underwriters across a $900M+ portfolio
  • Automated reinsurer capital allocation of $7M using Excel VBA, reducing manual processing time
  • Entered payment slip data to reallocate over $100M in unidentified premium in Q2
  • Internship extended from 8 to 11 weeks to complete a project redesigning the underwriting workflow

Multinational Operations Intern

Starr Insurance Jun. 2024 – Aug. 2024
  • Performed 30+ QA checks verifying data accuracy, ensuring reliable information for management
  • Constructed a bulletin covering 20+ compliance items across 263 countries for program coordinators
  • Led a team of 5 interns in building a capstone project and presenting to senior management
  • Onboarded 15+ accounts in Salesforce, building proficiency in CRM and insurance operations platforms

Activities

Grand Treasurer

Kappa Sigma Fraternity Sep. 2025 – Present
  • Constructed a zero-based financial budget for 40+ members across Fall '25 and Spring '26
  • Managed $40K+ in dues collection and accounts payable, maintaining accurate financial records
  • Implemented internal controls and approval processes to mitigate financial misappropriation and risk
  • Analyzed event cost structures to identify inefficiencies and reallocate capital to higher-ROI priorities

Junior Equities Analyst

Raider Capital — Student Managed Fund Feb. 2024 – May 2025
  • Built 4 DCF and 3 Comps models to evaluate equity investments within a $250K fund
  • Conducted fundamental equity research using Bloomberg Terminal and WSJ to identify long candidates
  • Developed and co-presented stock pitches to fund leadership covering valuation, catalysts, and risk
  • Collaborated on a 5-analyst team to monitor portfolio holdings, price targets, and macroeconomic trends

Education & Skills

Education

Bachelor of Science in Finance

Rutgers Business School — New Brunswick, NJ

  • GPA: 3.5 / 4.0
  • Expected Graduation: May 2027
  • Relevant Coursework: Investment Analysis, Corporate Finance, Financial Management, Operations Management, Management Information Systems

Certifications

  • Bloomberg Market Concepts (BMC)
  • Bloomberg Finance Fundamentals (BFF)
  • Financial Modeling and Valuation Analyst (FMVA)
  • Excel for Investment Professionals — LinkedIn

Technical Skills

Financial Modeling & Taxation

  • Discounted Cash Flow (DCF) Modeling
  • Comparable Company Analysis (Comps)
  • Financial Statement Analysis
  • Tax Strategy, Loss Harvesting, and Tax Filing

Financial Tools

  • Bloomberg Terminal
  • Microsoft Excel: VBA, Macros, Pivot Tables
  • Salesforce CRM
  • Seeking Alpha / WSJ

Programming

  • HTML, CSS, JavaScript (Intermediate)
  • SQL & Python (Introductory)

Interests

  • 🎵 House, EDM, Indie, Classic Rock & Metal
  • 🏋️ Bodybuilding, Hiking, Rugby
  • 🎮 Strategy Games (Chess, Catan, CS:GO)
  • 🐠 Fishkeeping (Saltwater & Freshwater)
  • 🌿 Gardening

Contact