Shayon Ali
Investment Analyst at 137 Ventures- Claim this Profile
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Bio
Suha Kirani
Shayon is an extremely intelligent individual who settles for nothing less than his best. He is a motivated self starter who strives to be at the top while encouraging others. Along with his undeniably strong work ethic, Shayon's continuous desire for knowledge allows him to stay on top of his skills. Working alongside him has helped me gain exposure to countless skills in and out the field of business. Shayon is a valuable asset to any team he is on. I have had the privilege of seeing Shayon become a polished young professional, who will succeed at any task he is given.
Suha Kirani
Shayon is an extremely intelligent individual who settles for nothing less than his best. He is a motivated self starter who strives to be at the top while encouraging others. Along with his undeniably strong work ethic, Shayon's continuous desire for knowledge allows him to stay on top of his skills. Working alongside him has helped me gain exposure to countless skills in and out the field of business. Shayon is a valuable asset to any team he is on. I have had the privilege of seeing Shayon become a polished young professional, who will succeed at any task he is given.
Suha Kirani
Shayon is an extremely intelligent individual who settles for nothing less than his best. He is a motivated self starter who strives to be at the top while encouraging others. Along with his undeniably strong work ethic, Shayon's continuous desire for knowledge allows him to stay on top of his skills. Working alongside him has helped me gain exposure to countless skills in and out the field of business. Shayon is a valuable asset to any team he is on. I have had the privilege of seeing Shayon become a polished young professional, who will succeed at any task he is given.
Suha Kirani
Shayon is an extremely intelligent individual who settles for nothing less than his best. He is a motivated self starter who strives to be at the top while encouraging others. Along with his undeniably strong work ethic, Shayon's continuous desire for knowledge allows him to stay on top of his skills. Working alongside him has helped me gain exposure to countless skills in and out the field of business. Shayon is a valuable asset to any team he is on. I have had the privilege of seeing Shayon become a polished young professional, who will succeed at any task he is given.
Credentials
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Series 63
FINRAOct, 2022- Nov, 2024 -
Series 79 Investment Banking Representative
FINRASep, 2022- Nov, 2024 -
Securities Industry Essentials (SIE)
FINRAJun, 2022- Nov, 2024
Experience
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137 Ventures
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Investment Analyst
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Aug 2023 - Present
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Citi
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United States
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Financial Services
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700 & Above Employee
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Investment Banking Senior Analyst
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May 2022 - Aug 2023
Technology M&A Technology M&A
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Shea & Company
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United States
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Investment Banking
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1 - 100 Employee
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Investment Banking Analyst
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Aug 2021 - Apr 2022
Software M&A Software M&A
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Momentum Cyber
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United States
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Financial Services
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1 - 100 Employee
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Investment Banking Summer Analyst
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May 2020 - Aug 2020
Cybersecurity Cybersecurity
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Cascadia
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United States
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Investment Banking
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1 - 100 Employee
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Investment Banking Summer Analyst
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Jun 2019 - Aug 2019
• Assisted in the preparation of buyer profiles, valuation models (DCF & Comps), and confidential information memorandums • Worked directly under the Vice President through the deal execution process and performed due diligence on 4 active deals • Created an Internet of Things (IoT) industry report for potential clients, as well as extracted key financials to construct prospective client lists for the Applied Tech industry • Assisted in the preparation of buyer profiles, valuation models (DCF & Comps), and confidential information memorandums • Worked directly under the Vice President through the deal execution process and performed due diligence on 4 active deals • Created an Internet of Things (IoT) industry report for potential clients, as well as extracted key financials to construct prospective client lists for the Applied Tech industry
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Private Wealth Management Intern
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May 2018 - Sep 2018
• Identified and predicted market trends and monitored changes in portfolios worth up to $60 million in market value • Produced intraday reports for portfolio manager summarizing daily and YTD returns on various client accounts • Constructed PowerPoint pitch decks for seminars with prospective clients and generated quarterly market reports • Analyzed trading activity and reported gains/losses of up to 100 securities during mid-month and month end reports • Identified and predicted market trends and monitored changes in portfolios worth up to $60 million in market value • Produced intraday reports for portfolio manager summarizing daily and YTD returns on various client accounts • Constructed PowerPoint pitch decks for seminars with prospective clients and generated quarterly market reports • Analyzed trading activity and reported gains/losses of up to 100 securities during mid-month and month end reports
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Genova Health
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United States
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Hospitals and Health Care
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Private Equity Intern
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Aug 2017 - Dec 2017
• Audited and refined financial models which were used to support 2 company acquisitions totaling $20 million dollars • Assisted the execution of deals worth up to $10 million dollars and worked under the CEO on all acquisitions across Texas • Audited and refined financial models which were used to support 2 company acquisitions totaling $20 million dollars • Assisted the execution of deals worth up to $10 million dollars and worked under the CEO on all acquisitions across Texas
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Black Walnut Cafe
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United States
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Restaurants
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1 - 100 Employee
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Cashier, Barista, and Expo
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Jun 2016 - Aug 2016
• Worked closely with customers as cashier, conducted daily count of inventory, and tracked daily cash flow of the register • Oversaw the validity of entrees and assisted with customer satisfaction of almost 200 customers daily • Worked closely with customers as cashier, conducted daily count of inventory, and tracked daily cash flow of the register • Oversaw the validity of entrees and assisted with customer satisfaction of almost 200 customers daily
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Education
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2016 - 2020
University of Houston
Bachelor of Business Administration (BBA), Finance, Accounting, and Sales
Community
