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Bio

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Sheel Narsaria is a seasoned investment analyst with 4+ years of experience in research, portfolio management, and financial modeling. He holds a Bachelor's degree from University at Albany, SUNY, and is a Chartered Financial Analyst (CFA) Level 1 holder.

Credentials

  • Chartered Financial Analyst (CFA) Level 1
    CFA Institute
    Jan, 2024
    - Apr, 2026

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Analyst
      • May 2023 - Present

      In-depth research on small cap industrials & consumer discretionary firms for investment insights.Identify investment opportunities through market analysis to generate alpha.Develop financial models for performance evaluation and investment strategies.

    • Intern
      • Jan 2023 - May 2023

      Assist research analysts

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Operating Officer
      • Mar 2022 - May 2023

      Managed allocation of a $350,000 student-run long equity portfolio – Outperforming benchmark by 4% YTD.Created and pitched valuation models (DCF, Comparable and Historical analysis).Built monthly, quarterly, and annual stock performance reports for Tech Holdings.

    • Junior Analyst
      • Sep 2021 - Mar 2022

  • Goldman Sachs
    • Albany, New York, United States
    • Summer Analyst
      • Jun 2022 - Aug 2022
      • Albany, New York, United States

      Worked with the Charitable Services Group under the Consumer and Wealth Management Division to facilitate the management of Donor Advised Funds.Devised automation techniques for daily recons for various DAFs and preparation of IRS reporting requirements.Grant clearance and due diligence on charities.

    • India
    • Events Services
    • 100 - 200 Employee
    • Head Of Public Relations
      • Aug 2020 - Apr 2021

    • Member Public Relations
      • Aug 2019 - Jul 2020

Education

  • 2021 - 2023
    University at Albany, SUNY
    Bachelor's degree, Financial Analyst Honors and Financial Market Regulations
  • 2019 - 2022
    SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
    Bachelor's degree, Finance, General
  • 2017 - 2019
    Delhi Public School - R. K. Puram
    Business/Commerce, General
  • 2007 - 2017
    St. Xavier's School, Doranda, Ranchi

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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