Resume — William Tanna

Professional Experience

Finance first — live fund work, then markets internship and campus leadership

Quantitative Research Analyst Intern

Michael B. Michael Investment Fund · $150K AUM January 2025 – May 2025

Built a 20+ page investment thesis and DCF model on Gap Inc., deriving $43.12 fair value vs. $21.01 market price (105% implied upside); approved live by the investment committee with a ~1% allocation (~$1,200).
Automated data ingestion pipelines in Python and SQL, reducing processing time by 40%; applied Monte Carlo simulation to stress-test assumptions across bull, base, and bear scenarios.
Screened securities using Python-based factor models ranked by signal strength and risk-adjusted return; co-authored a consumer sector analysis (paper + presentation) using Bloomberg Terminal, Market Pulse, and Charles Schwab equity ratings.

Finance & Investment Analyst Intern

Mirae Asset Sharekhan Ltd. July 2024 - September 2024

Performed financial analysis and portfolio diagnostics on 20+ investor accounts worth INR 12 Cr (~$1.5M) to support forecasting accuracy.
Presented equity and mutual fund investment ideas that contributed to 3 new client acquisitions and stronger portfolio diversification.
Automated transaction tracking in Excel, improving reporting efficiency by 30% and enhancing data accuracy for financial statements.
Verified client KYC and risk profiles during CRM migration to maintain 100% data integrity and regulatory compliance.
Prepared daily market briefings summarizing index moves, sector trends, and fund performance for senior advisors.

Intramural Sports Referee Supervisor

Recreation and Wellbeing at UIC November 2023 – May 2026

Supervise and train 30+ referees across basketball, soccer, volleyball, and other sports to maintain consistent rule enforcement and safe play.
Coordinate 50+ weekly games by managing field readiness, staff assignments, and real-time issue escalation.
De-escalate dozens of high-pressure disputes each semester using clear communication to preserve game integrity and participant experience.
Support referee recruitment and onboarding, helping evaluate candidates and speed up training for new hires.
Track incidents, ejections, and participation trends to support data-driven improvements to intramural operations.

Facility Attendant & Outdoor Fields Supervisor

Recreation and Wellbeing at UIC May 2024 – May 2026

Supervise daily operations of the Outdoor Fields Complex, and the UIC Recreation and Wellbeing facility, enforcing policies to maintain a safe and professional athletic environment.
Coordinate setup and teardown of equipment for 10+ weekly sporting events, ensuring on-time execution and operational readiness.
Conduct walkthroughs to monitor usage, enforce field protocols, and respond to incidents, escalating safety concerns when necessary.
Complete and file nightly facility, accident, and incident reports to maintain accurate logs for internal review and compliance tracking.
Collaborate with maintenance and facilities teams to resolve field issues quickly and minimize downtime for student programs.

Street Team – Marketing & Outreach

Recreation and Wellbeing at UIC January 2024 – May 2026

Support marketing for 50+ UIC Campus Recreation programs, including intramurals, group fitness, and special events.
Execute physical marketing for 40+ events such as Rec Fest, and seasonal tournaments through flyering, tabling, and in-person outreach.
Contribute to social and digital campaigns by providing on-the-ground content ideas and feedback on messaging that resonates with students.
Collaborate with the Campus Recreation marketing team on branded campaigns that increase awareness and participation across campus.
Help drive measurable traffic to events by promoting sign-ups and answering questions from thousands of students each semester at outreach tables and pop-ups.

Skills & Expertise

Technical and professional competencies

📊 Financial Analysis

DCF Modeling Equity Valuation Financial Statements Portfolio Analysis Risk Management Investment Research Forecasting Investment Strategy Risk Assessment Quantitative Finance ROI Analysis Value Chain Analysis

💻 Data & Analytics

Python R SQL Excel/VBA Machine Learning Data Cleaning Data Visualization Model Evaluation Business Data Mining Supply Chain Planning Operations Management Database Technology LightGBM XGBoost Statistical Analysis

🛠️ Tools & Platforms

Bloomberg Terminal Tableau Power BI Jupyter Git/GitHub VS Code Google Colab SAP GTS AWS Academy Tools Advanced Excel

🤖 AI & Automation

GPT Agents Automation LLM Modeling AI Ethics NLP Workflow Automation API Integration Model Deployment

🤝 Professional Skills

Leadership Communication Team Management Problem Solving Presentation Critical Thinking Cross-Functional Collaboration Client Interaction

Education

Academic background and certifications

Bachelor of Science

University of Illinois Chicago – Chicago, IL

Expected Graduation: May 2026 | GPA: 3.52 / 4.00
Double Major in Finance, Information & Decision Sciences
Double Concentration in Business Analytics, Supply Chain & Operations
Dean's List: Spring & Fall 2023, Spring & Fall 2024, Fall 2025

CFA Level I Candidate (February 2025)

CFA Institute

Pursuing the Chartered Financial Analyst (CFA) designation with a focus on investment analysis and portfolio management.

Certifications

Discovering the Basics of SAP Global Trade Services – Record of Achievement (SAP Learning / Credly)
AWS Academy Graduate – AWS Academy Data Engineering – 40-hour course (AWS Academy)
Financial Modeling Foundations – LinkedIn Learning (NASBA CPE)
Business Analysis Foundations – LinkedIn Learning (NASBA, IIBA, PMI)