Maximus Bash

Aspiring consultant with a B.A. in Political Economy from UC Berkeley (May 2025), specializing in financial analysis, economic modeling, and portfolio optimization. Proficient in Excel modeling, data visualization, and project management to deliver actionable insights and solutions to complex business challenges at FTI Consulting.

Capital Allocation Line (CAL) Modeling

• Constructed CAL models to optimize portfolio returns, achieving risk-adjusted returns 12% above benchmarks through analysis of risk-free assets and market risk premiums.
• Designed Excel-based financial models, improving Sharpe ratios by 15% through variance and expected return optimization.
• Simulated borrowing and lending rates to create customized portfolio strategies, enhancing projected performance by 10–15%.

Investment Portfolio Analysis

• Delivered 8% growth in managed portfolios over 6 months (16% annualized), outperforming market benchmarks.
• Applied risk management techniques and asset allocation strategies to optimize performance.
• Modeled risk-return relationships using Excel for variance, expected returns, and Sharpe ratio calculations.
• Integrated RStudio and regression analysis to forecast economic performance and inflation impacts.

Leadership in Group Planning and Projects

• Proactively took the lead in group projects when needed, organizing tasks, setting timelines, and guiding members to ensure successful outcomes.
• Adapted leadership style to fit group dynamics—stepping in to direct efforts when teams struggled and stepping back to support collaboration when teams performed effectively.

• Data Analysis & Visualization: Excel, RStudio, Tableau, SQL
• Business Productivity: Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Google Workspace
• Project Management: Trello, Asana, Slack

• Excel for Finance – LinkedIn Learning
• Project Management and Analysis – LinkedIn Learning