Benjamin Penner

Passionate about finance, data analytics, and strategic investment, I thrive at the intersection of financial modeling and business insights. With hands-on experience in equity research, financial forecasting, and portfolio management, I enjoy uncovering data-driven solutions to complex challenges. Outside of work, you can find me competing in case competitions, exploring the latest advancements in financial technology, or snowboarding with friends and family.

Education

Bachelor of Commerce (Honors); Finance and Data Analytics

Asper School of Business, University of Manitoba | Class of 2027

Major GPA: 4.2/4.5 | Cumulative GPA: 4.2/4.5

International Exchange Semester

Montpellier Business School, France (Jan 2024 – May 2024)

Winner of The Ariane Business Game Simulation | 2nd Place in Startup Challenge

Professional Experience

Financials and Real Estate Equity Analyst

The Price Student Managed Investment Fund (Jan 2025 – Current)

  • Conducts risk assessment through regression analysis in R and evaluates beta & volatility.
  • Performs industry research, comparable company analysis, and DCF valuations.
  • Analyzes earnings reports, filings, and Bloomberg data for investment decisions.

RBC Student Wealth Intern

Winestock Childerhouse Wealth, RBC Dominion Securities (Oct 2024 – Current)

  • Supports financial advisors by preparing investment reports and portfolio analysis.
  • Coordinates over 20+ client meetings per month and manages financial documentation.

Leadership & Case Competitions

Manager of Corporate Relations

Commerce Students Association (Apr 2024 – Current)

  • Manages 8 corporate partnerships, securing $24,000+ in sponsorships annually.
  • Organizes large-scale networking events for over 300+ students and professionals.

Alberta International Business Competition

Jasper, Alberta (Aug 2024 – Nov 2024)

  • Developed a strategic investment plan projected to cut 20MT of CO₂ emissions.
  • Conducted in-depth sector analysis to identify high-return investment opportunities.

Contact: benpenner29@gmail.com | 431.999.7437