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Andrew Ochoa Andrewochoa08@csu.fullerton.edu

About Me

Hello, my name is Andrew Ochoa. I am a senior at Cal State Fullerton pursuing a Bachelor's Degree in Business Administration with a concentration in Finance. I have had a passion for the study of business and finance at an early age which continues to motivate me to further a career in the investment field.

I am currently an investment analyst at Titan Capital Management among 20 other individuals. As a team, we manage three portfolios of collectively over $1 million. This program has helped me grow and gain experience in which I have applied in managing my own personal investment portfolio. These positions have allowed me to self-discover and enhance my interests in the financial market.

As I advance through my education, my passion for business and financial analysis continues to develop. Upon graduating in May 2021, I will work towards obtaining CFA Level 1 and an analyst position in the investment field.

"In the world of business, the people who are most successful are those who are doing what they love." - Warren Buffett

Relevant Experience

Titan Capital Management

Investment Analyst

April 2020 - Present

  • I am responsible for financial analysis research to find potential investment opportunities. I utilize FactSet and Excel to develop buy/sell reports which are based on the economic environment, fundamental analysis, and valuation.
  • I collaborate with 20 other analyst to determine the most fitting companies for our client's portfolio to minimize their risk exposure.
Student Managed Investment Fund

Equity Lead

January 2020 - Present

  • I distinguish between the risk and return characteristics of stocks and bonds to generate buy/sell reports based off of market research and valuation results.
  • I took on a lead position in which I manage a team of analysts and foster growth of financial analysis skills.
  • I perform due diligence to identify investment opportunities aligned with client’s IPS.

Thank you

Created By
Andrew Ochoa
Appreciate

Credits:

Created with images by Sean Pollock - "Taller than the Trees" • Paul Fiedler - "Looking up to Frankfurt's skyscrapers during a foggy morning. " • Alec Favale - "untitled image" • Annie Spratt - "Business section of a newspaper"