Senior Associate

• Aug 2023 - Present

Senior Associate - Research

• Feb 2022 - Jun 2023

- Conducted thorough business and financial research for investment firms by using extensive Google search and using various databases like Crunchbase, App Annie, Similar Web, PitchBook, Alpha Sense, Mscience and LinkedIn etc. - Worked on ad-hoc projects which includes company profiling, searching key people profiles, tracking investments of the client & competitors and providing comparative analysis. - Searched out industry-specific business models like Fintech, E-Commerce, Healthcare, Manufacturing, Consumer, etc., and prepared detailed reports. - Provided detailed information on the portfolio of venture firms to support the clients in their investment decisions. - Analyzing & summarizing a venture firm’s deck into an Excel spreadsheet. - Created detailed company reports that featured business models, funding rounds, products & services offerings, and financial overviews. - Updating periodic research projects which includes weekly, monthly, and quarterly based project in which we provide information about latest deals and investments. - Developed Financial models to support investment decisions of the client. - Utilized Advance Excel features, PowerPoint, and charting tools to present research findings in an accessible and impactful way. - Training and mentoring new joiners/peers & quality check of their work. Show less

Financial Advisor

• Jun 2019 - Jul 2019

-Working as a Financial Consultant in Exide Life Insurance Company Limited. -Understood the products and sell as per needs of the clients. -Attended training programs, organized by the company. -Ascertained the financial gaps of the customers and suggested appropriate insurance plan to them. -Working as a Financial Consultant in Exide Life Insurance Company Limited. -Understood the products and sell as per needs of the clients. -Attended training programs, organized by the company. -Ascertained the financial gaps of the customers and suggested appropriate insurance plan to them.

Intenshala student partner11

• Sep 2018 - Nov 2018