Experience

• 

  Langdon Equity Partners

  • Toronto, Ontario, Canada

  • Investor Apprentice

    • Jan 2024 - Apr 2024
    • Toronto, Ontario, Canada

    Langdon Equity is a buy-side investment firm looking at small cap companies globally.- Screened companies in North America, Europe and Japan. - Conducted an in-depth research on 1 company that involved writing an investment memo, creating a financial model on excel from scratch, speaking with the management and sell-side analysts, etc- Looked into different sectors - Real Estate, Industrial, Consumers, Energy and Technology

• 

  Lazaridis School of Business & Economics at Wilfrid Laurier University

  • Waterloo, Ontario, Canada

  • Portfolio Manager - Laurier Graduate Student Investment Fund

    • Sep 2023 - Apr 2024
    • Waterloo, Ontario, Canada

    LGSIF is an investment fund for graduate students at Wilfrid Laurier University with investment decisions based on thorough fundamental analysis and a value-tilt. The fund has ~$44k invested in North American stocks & Global ETF's. As a Portfolio Manager of the fund, my responsibilities include:- Lead Equity Analysts in the research process from stock screening to stock pitching- Review stocks pitched and make investment decisions on a timely basis- Review portfolio holdings and revisit price levels- Recommend new trades to achieve diversification, tactical asset allocation or to rebalance the portfolio when necessary

• 

  Certus Capital

  • India

  • Analyst

    • May 2022 - Jun 2023
    • India

    - Analyzed and valued 3 Real Estate deals for the Advisory Vertical worth ~USD 300 million using complex financial models to measure the ROI, cover, and cost scheduling of deals- Assessed the sales velocity of a project using pivot tables, v-lookup, If statements, and sum-ifs to evaluate its sales performance, applying my proficiency in financial analysis - Created a tracking Excel sheet consisting of the top 8 Indian developers using industry & company research to understand the absorption trend and yearly performance- Coordinated with the Asset Management team and maintained weekly cheat sheets to analyze the project's performance- Developed presentations using Microsoft PowerPoint to be used as a marketing deck for clients- Prepared marketing material and assisted with backend operations as and when required

• 

  Earnnest.me

  • India

  • Analyst

    • May 2022 - Jun 2023
    • India

    Earnnest.me is a neo-financing platform anchored around real estate which is a venture of Certus Capital. My role here involves:- Built financial models with scenario analysis to value investments using data tables, if-statements, and sum-ifs to evaluate if the deal meets certain financial thresholds - Reviewed and monitored 4 deals worth ~USD 13 Million on a weekly basis with strong attention to detail to assess their performance- Prepared marketing material and client presentations using Microsoft Powerpoint - Engaged in deal sourcing to develop a pipeline of high-quality investment opportunities for the platform- Conducted qualitative and quantitative due diligence along with third-party agencies to assess the deals

• 

  Vibrant Securities Pvt Ltd

  • India
  • Financial Services
  • 1 - 100 Employee

  • Research Analyst

    • Jun 2021 - May 2022

  • Research Analyst

    • Mar 2021 - Jun 2021

  • Research Analyst Intern

    • Dec 2020 - Mar 2021

    My roles and responsibilities at Vibrant Securities included :- Prepared research reports on 15 companies and collated financial statements using raw data from software called AceEquity to analyze the financial ratios of these companies- Assisted in the portfolio management of clients worth ~USD 1.2 million by allocation of funds into small, mid, and large-cap companies- Created derivative strategies to be used on investments by clients to their return on investment- Maintained a technical analysis tracker using screener for daily, weekly, and monthly investments - Launched digital marketing from scratch that grew the company's media presence by 90% in the span of 8 months and got 16 Demat accounts opened in the company

• 

  Sublime Life

  • Business Research Analyst

    • Aug 2020 - Oct 2020

    Worked at a startup called Sublime Life which is a curator of various brands that work with clean beauty products. I helped them with brand analysis & forecast of 7 companies in their financial aspect and how beneficial would it be to tie up with them. I also designed banners, info graphics and marketing posts for the company.

• 

  Jai Hind College Entrepreneurship Summit

  • India
  • Education Administration Programs
  • 1 - 100 Employee

  • Founding Team at The Jai Hind College Incubation and Accelerator Centre

    • Feb 2020 - Feb 2020

    Founding Member for the Incubation and Accelerator Centre at Jai Hind College. It is a space provided to startups wherein they can work. We also provide mentorship to startups by getting them connected with the Industrialists and expertise in the field where they require mentorship.

  • Vice President Public Relations

    • Apr 2019 - Feb 2020