Salt Lake City, Utah

Finance · Investment Research · Financial Analysis

Davis
Sahr

Finance professional with hands-on experience in investment due diligence, portfolio analytics, financial modeling, valuation, forecasting, and client reporting. I turn complex financial data into concise, decision-ready analysis.

Explore work samples Download resume
PROFILE
Davis Sahr
Analytical rigorClear communicationOwnership mindset
3+Years of analytical experience
2B.S. degrees
3.8University GPA
7 · 66FINRA qualifications

Target opportunities

Financial AnalystInvestment AnalystAsset Management AnalystPrivate EquityPrivate Assets Research

Experience

Analysis grounded in real decisions.

Investment research · FP&A · Client reporting

Nov 2025 — Present

Associate Advisor / Analyst

CUI Wealth Management · Salt Lake City, Utah

Investment analysis · Due diligence · Reporting
  • Conduct investment due diligence across fund performance, fees, asset allocation, risk metrics, and financial data.
  • Monitor investment lineups through ongoing review of performance, expenses, benchmarks, and material developments.
  • Analyze financial statements and performance data to identify trends, evaluate key drivers, and support evidence-based recommendations.
  • Build Excel-based analyses with benchmarking tools, PivotTables, lookup functions, and scenario analysis.
  • Prepare written analyses, charts, and presentations that translate quantitative findings and key risks for internal and external audiences.
Apr 2025 — Nov 2025

Financial Advisor

Renaissance Financial · Salt Lake City, Utah

Manager research · Portfolio review · Client communication
  • Analyzed portfolios and investment options across public markets, retirement plans, and alternatives.
  • Evaluated performance, risk, fees, and allocation considerations to surface opportunities and areas of concern.
  • Conducted manager research and presented complex financial information in clear, decision-oriented language.
Mar 2023 — Apr 2025

Financial Planning & Analysis Analyst

Beagle Investments · Salt Lake City, Utah

Forecasting · Financial modeling · Business analysis
  • Prepared financial analyses, forecasts, and performance reports for client-facing discussions.
  • Partnered with clients and internal teams to identify trends, assess risks, and develop data-driven recommendations.
  • Built Excel models, dashboards, scenario analyses, and presentation materials used to communicate financial results.

What I bring

Investor mindset

I trace outcomes back to operating drivers, incentives, valuation, and risk—not just headline metrics.

Model-to-message clarity

I build the analysis, pressure-test the assumptions, and communicate the conclusion in plain language.

Execution discipline

I bring structured follow-through, high attention to detail, and ownership from raw data to final deliverable.

Selected work

Evidence of how I think.

Independent, recruiter-facing work samples

01

Public markets

Alphabet Equity Research Report

An independent, institutional-style research report built from public information, combining financial-statement analysis, operating forecasts, valuation, scenario analysis, catalysts, and risk assessment.

Equity researchDCFComparable companiesForecasting

What it demonstrates

  • Built an independent 2026–2030 operating forecast spanning revenue, margins, EPS, capital expenditures, and free cash flow.
  • Applied DCF, forward P/E, and comparable-company frameworks across bull, base, and bear scenarios.
  • Evaluated business drivers, catalysts, capital allocation, regulatory exposure, and execution risk.
Download full report16-page DOCX

Independent educational work using public information. Not employer research or investment advice.

02

Portfolio analytics

Multi-asset portfolio analytics dashboard preview

Multi-Asset Portfolio Dashboard

A formula-driven Excel dashboard and companion case study designed to evaluate allocation, benchmark-relative performance, downside risk, concentration, and scenario outcomes.

Performance analysisStress testingExcel dashboardingRisk analysis

What it demonstrates

  • Connected five years of synthetic monthly returns to benchmark and risk diagnostics.
  • Designed stress scenarios and translated modeled outcomes into estimated dollar impacts.
  • Developed a fully funded allocation recommendation within defined risk and liquidity constraints.
View case studyPDFDownload modelXLSX

Representative case study using entirely synthetic data. No client information or employer-proprietary data.

03

Corporate finance

Corporate FP&A and valuation dashboard preview

Corporate FP&A & Valuation Case Study

An integrated planning model built from Meta public filings, connecting a quarterly operating forecast, budget variance analysis, headcount, capital spending, liquidity, and valuation.

FP&AThree-statement modelingVariance analysisValuation

What it demonstrates

  • Built a quarterly 2026 forecast and linked assumptions across the income statement, balance sheet, and cash flow statement.
  • Analyzed budget-to-actual results across revenue, operating expenses, capital expenditures, and headcount.
  • Applied DCF, forward P/E, and EV/EBITDA methods with sensitivity and scenario analysis.
View case studyPDFDownload modelXLSX

Independent educational case study using public filings and analyst-created assumptions. Not company guidance.

Analyst toolkit

Built for the work behind the decision.

Technical ability paired with the judgment and communication needed to make analysis useful.

01

Financial modeling & valuation

Integrated forecasts, scenario analysis, DCF, and comparable-company frameworks.

02

Investment & manager due diligence

Performance, fees, allocation, risk metrics, benchmarks, and qualitative review.

03

Portfolio & performance analytics

Benchmark-relative analysis, concentration review, stress testing, and reporting.

04

Financial statement analysis

Operating drivers, earnings quality, cash flow, capital intensity, and key risks.

05

Advanced Excel

PivotTables, lookup functions, linked schedules, dashboards, and reusable model architecture.

06

Power BI & SQL

Dashboard development, data organization, querying, and decision-ready visualization.

07

Research communication

Concise reports and presentations for technical and nontechnical stakeholders.

08

Client & team collaboration

Responsive communication, structured follow-through, and cross-functional execution.

Education

Finance depth. Marketing perspective.

Dual-degree business education shaped by analytical coursework, consistent academic performance, and campus leadership.

University of UtahUniversity of Utah

Salt Lake City, Utah

David Eccles School of Business

Bachelor of Science in Finance
Bachelor of Science in Marketing

Completed a dual-degree course of study combining quantitative finance, company and portfolio analysis, strategic thinking, and communication.

GraduatedMay 2025
Academic standing3.8 GPA
2Bachelor's degrees
3.8Cumulative GPA
8Semesters on the Dean's List
2025Graduation year

Academic foundation

Coursework aligned with analytical decision-making.

My finance curriculum emphasized how capital is allocated, how businesses and investments are evaluated, and how financial information becomes a useful recommendation.

Hedge Funds & Private EquityFinancial Modeling & FP&ACorporate FinanceInvestmentsPortfolio TheoryFinancial Statement AnalysisInternational Finance

Recognition

Academic honors

  • Dean's ListEight semesters, 2021–2025
  • Honors MeritUniversity academic recognition
  • Business ScholarsDavid Eccles School of Business

Beyond the classroom

Leadership & involvement

  • President of Risk ManagementPhi Delta Theta
  • Finance ClubMember
  • Real Estate ClubMember

What the combination adds

Analysis is stronger when the conclusion is clear.

Finance taught me to evaluate assumptions, risk, cash flow, and value. Marketing taught me to understand an audience and communicate with intention. Together, they shaped an approach that is both analytical and practical.

Professional qualifications

Industry foundation.

Qualifications listed as factual professional background.

Series 7

General Securities Representative

Series 66

Uniform Combined State Law

SIE

Securities Industry Essentials

CPFA

Certified Plan Fiduciary Advisor

CFA Level I

Exam anticipated February 2027

About me

A little more than what fits on a resume.

I’m Davis. I’m based in Salt Lake City, and I’m happiest when I’m learning something new, working toward a clear goal, or spending time with people who challenge me to keep improving.

I studied Finance and Marketing at the University of Utah, which fits the way I naturally think. I enjoy the structure of numbers and problem-solving, but I’m just as interested in people, communication, and the story behind a decision.

Outside of work, I’m usually playing golf or pickleball, getting a workout in, planning a trip, or following markets and professional sports. I enjoy competition, steady progress, and activities where preparation eventually shows up in the result.

I try to bring curiosity, reliability, and a good attitude into whatever I’m doing. I like asking thoughtful questions, learning from the people around me, and making complicated ideas easier to understand.

Let’s connect

Looking for an analyst who can build the model and communicate the answer?

Start a conversation (208) 871-4971LinkedIn ↗Resume ↓