Schulich BBA Candidate

Bhuvanjot Arneja

Aspiring investor focused on private equity, real estate, and value creation. Most recently a Private Equity Summer Analyst at Billion Group in Toronto, and incoming Internal Audit Summer Analyst at Citi.

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Toronto, Ontario, Canada
Abstract illustration of real estate and finance

About

I am a third-year BBA candidate at the Schulich School of Business with a strong interest in finance and investment strategy. My experience spans financial modelling, deal analysis, and market research, and I enjoy breaking down complex problems into clear, actionable insights.

Most recently I spent the summer at Billion Group as a Private Equity Summer Analyst, supporting real estate transactions through due diligence, valuation, and investment memo preparation. I am always open to connecting with professionals who share a passion for value-driven investing.

Education

Schulich School of Business — York University

Bachelor of Business Administration (BBA), Finance Specialization

Class of 2028

CGPA 3.8/4.0. Dean's Honours List (top 15% of class, all semesters) and Schulich Entrance Scholarship recipient. Coursework includes Finance (A+), Financial Accounting (A), and Micro/Macroeconomics (A).

Experience

Incoming Internal Audit Summer Analyst

Citi · Toronto, Canada

May 2027 — Aug 2027
  • Scheduled to complete a 16-week internship focused on risk assessment, controls evaluation, and business process reviews.

Private Equity Summer Analyst

Billion Group · Toronto, Canada

May 2026 — Aug 2026
  • Conducting commercial real estate investment analysis, market research, and capital markets advisory for institutional clients.
  • Assisting on a live sell-side disposition of a 4-unit fitness franchise portfolio by building DCF and comparable company valuation models and analyzing revenue, EBITDA, and margin trends.
  • Participated in 5+ client valuation calls reviewing location-level financial performance for the live sell-side mandate.

Private Equity Fall Analyst

Define Capital · Toronto, Canada

Sep 2025 — Dec 2025
  • Screened and evaluated 30+ lower-middle-market software acquisition targets by analyzing CIMs and summarizing key financial metrics.
  • Built a 5-year pro forma operating model for a vertical SaaS buyout ($7.5M ARR | $2.0M EBITDA) reflecting pricing optimization, churn reduction, and module upsell.
  • Valued the target using precedent transactions and an LBO framework; base case showed EBITDA margin expansion from 27% to 35% and 2.4x–2.7x MOIC.

Business Strategy & Monetization Summer Analyst

EVDrop · Toronto, Canada

May 2025 — Aug 2025
  • Designed pricing and monetization frameworks for consumer and SaaS operator platforms at a pre-launch EV charging startup.
  • Built 3+ integrated models and forecasts to test revenue structures, partner incentives, and market-entry profitability scenarios.
  • Benchmarked 10+ charging platforms to evaluate pricing levers, feature asymmetries, and market positioning.

Merchant Banking Winter Analyst

Notre-Dame Capital · Montreal, Canada

Jan 2025 — Apr 2025
  • Provided capital markets advisory to 10–15 high-growth private companies raising equity or hybrid financing across sectors.
  • Analyzed compliance gaps across 20+ global neobanks to inform a $30M tokenized asset equity financing.
  • Prepared diligence and investor materials supporting transaction execution and cross-functional deal delivery.

Equity Research Fall Analyst

Green Portfolio · Toronto, Canada

Sep 2024 — Dec 2024
  • Conducted equity research across public companies, building financial models and valuation analyses to support investment views.

Private Capital Summer Analyst

Unlisted Assets · Toronto, Canada

May 2024 — Aug 2024
  • Supported private capital coverage through company screening, market research, and preparation of client-facing materials.

Leadership & Involvement

Alternatives Analyst

Global Macro Strategy Group (GMSG)

May 2026 — Present

Cover alternatives for monthly macro strategy publications across private equity, private credit, real estate, venture capital, and hedge funds, focusing on liquidity, valuation, and capital flow trends.

Senior Advisor (Former Finance Director)

Finance Student Association (FSA)

May 2025 — Present

Advise the executive team on financial strategy and resource allocation for 10+ key initiatives and mentorship programs.

Finance Director

The Insider Media Group

May 2025 — Apr 2026

Managed budgeting and financial planning for a student-run media organization, overseeing spend across content and events.

Research Analyst

York Finance Club (YFC)

Jan 2025 — Apr 2025

Conducted fundamental research on automotive suppliers; pitched BorgWarner (NYSE: BWA) as a buy on electrification strategy and the PHINIA spin-off, with DCF and comps supporting ~35% upside.

Finance Delegate

DECA Inc.

Sep 2023 — Jun 2024

Competed in finance case events, building analysis and presentation skills against national-level participants.

Team Captain & Coach

Schulich Cricket Team · Kickboxing

Ongoing

Captain of the Schulich cricket team and kickboxing coach; Taekwondo black belt and 3x international gold medalist.

Publications

Monthly macro strategy publications from the Global Macro Strategy Group at Schulich, where I cover alternatives.

Cover of A Split Screen: Rates Surge, Risk Assets Diverge, September 2026
September 2026 · 29 pages

A Split Screen: Rates Surge, Risk Assets Diverge

Monthly macro strategy publication of the Global Macro Strategy Group. I cover the alternatives section — private equity, private credit, real estate, venture capital, and hedge funds.

Read the report (PDF)
Cover of Rising Yields Challenge Market Resilience, August 2026
August 2026 · 29 pages

Rising Yields Challenge Market Resilience

Monthly macro strategy publication of the Global Macro Strategy Group. I cover the alternatives section — private equity, private credit, real estate, venture capital, and hedge funds.

Read the report (PDF)
Cover of Crowded Trades Meet Rising Yields, July 2026
July 2026 · 29 pages

Crowded Trades Meet Rising Yields

Monthly macro strategy publication of the Global Macro Strategy Group. I cover the alternatives section — private equity, private credit, real estate, venture capital, and hedge funds.

Read the report (PDF)

Skills

Finance

  • Financial Modeling
  • DCF Valuation
  • LBO Analysis
  • Real Estate

Data & Tools

  • Microsoft Excel
  • Python
  • PowerPoint
  • Bloomberg (basic)

Strategy

  • Market Research
  • Due Diligence
  • Investment Memos
  • Pitch Decks

Soft Skills

  • Communication
  • Teamwork
  • Time Management
  • Attention to Detail

Let's connect

I am open to opportunities in private equity, real estate, and investment roles. Reach out via email or LinkedIn.

bhuvan@schulich.yorku.calinkedin.com/in/bhuvanjot