Parth Shah, CFA

Due Diligence Analyst at Simon School Venture Fund
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Location
Rochester, US

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Experience

    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Due Diligence Analyst
      • Oct 2023 - Present

      Rochester, New York, United States At the Simon Business School, University of Rochester, the Simon School Venture Fund stands as an initiative driven by the collaborative efforts of MBA and Master's students. Functioning as an early-stage seed fund, this fund is uniquely run by the students, allowing them to gain hands-on experience in the world of venture capital. Through this fund, students actively engage in the evaluation, selection, and support of promising startup ventures, fostering an immersive learning environment that… Show more At the Simon Business School, University of Rochester, the Simon School Venture Fund stands as an initiative driven by the collaborative efforts of MBA and Master's students. Functioning as an early-stage seed fund, this fund is uniquely run by the students, allowing them to gain hands-on experience in the world of venture capital. Through this fund, students actively engage in the evaluation, selection, and support of promising startup ventures, fostering an immersive learning environment that bridges academic theory with real-world investment opportunities. My responsibilities include: - Analyzing financial statements, cash flow, and revenue streams for fiscal health assessment - Conducting thorough market analysis for growth potential and competitive insights - Assessing operational processes and management capabilities for efficiency - Investigating legal matters, contracts, and regulatory compliance to uncover risks - Applying comprehensive models to determine intrinsic value and potential returns - Prepare pitch deck and present the findings to the Management Board members Show less

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Financial Consultant
      • Sep 2023 - Present

      Rochester, New York, United States Simon Vision Consulting, a student-driven non-profit, professionally tackles intricate business challenges in and beyond Greater Rochester. Led by students, it offers tailored solutions by blending academic insight with practical skills. Collaborating with local entities, it aims to make a meaningful impact on businesses and communities, fostering growth and innovation. My responsibilities include: - Evaluated historical test pricing and ran market analysis to estimate the pricing for… Show more Simon Vision Consulting, a student-driven non-profit, professionally tackles intricate business challenges in and beyond Greater Rochester. Led by students, it offers tailored solutions by blending academic insight with practical skills. Collaborating with local entities, it aims to make a meaningful impact on businesses and communities, fostering growth and innovation. My responsibilities include: - Evaluated historical test pricing and ran market analysis to estimate the pricing for 2024 - Performed cost analysis (both direct and indirect) to identify the major cost drivers - Understood the ongoing continuous improvement project to optimize pre-clinical testing unit’s costs and boost overall profitability Show less

    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • Portfolio Valuation Consultant, Global Business Solutions
      • Mar 2023 - May 2023

      Mumbai, Maharashtra, India I was aligned to the London office where I performed valuation analysis for diverse private entities, employing methodologies including discounted cash flow and market multiples Additionally, I developed complex financial models for various valuation projects involving debt valuation, business valuation, purchase price allocation and intangible asset impairment testing. Key achievements: - Expanded Kroll's largest client portfolio by 15x through comprehensive valuation reports… Show more I was aligned to the London office where I performed valuation analysis for diverse private entities, employing methodologies including discounted cash flow and market multiples Additionally, I developed complex financial models for various valuation projects involving debt valuation, business valuation, purchase price allocation and intangible asset impairment testing. Key achievements: - Expanded Kroll's largest client portfolio by 15x through comprehensive valuation reports, monthly technical updates, and training of new team members as portfolio size grew - Managed debt valuation for key clients, overseeing a portfolio for 4-5 major clients, each with an average portfolio size of 150 loans - Enhanced efficiency by refining automated batch models for debt valuation, successfully implementing these models across multiple projects - Efficiently collaborated across 4 time zones with the Transaction Advisory Services team on an equity valuation project, by assisting the Senior Associate and Director in research, modeling, and report writing, meeting tight deadlines, resulting in client's return for further asset valuation

    • Valuation Analyst
      • Sep 2021 - Mar 2023

      Mumbai, Maharashtra, India

    • Germany
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Analyst
      • Oct 2020 - Mar 2021

      Mumbai, Maharashtra, India Working on various pillars in Planning & Performance Management (PPM) team - Balanced Scorecards, Management Reporting and Competitive Benchmarking

    • Financial Analyst
      • Apr 2019 - Oct 2020

      Mumbai, Maharashtra, India Part of the Planning & Performance Management team (Internal Reporting)

    • Finance Analyst
      • Jun 2018 - Apr 2019

      Mumbai Area, India Part of the Global Transaction Banking team

Education

  • University of Rochester
    Master of Science - MS, Finance
    2023 - 2024
  • Narsee Monjee College of Commerce and Economics
    Bachelor of Commerce - BCom, Accounting and Finance
    2015 - 2018

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