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Yash Mundada is a seasoned finance professional with expertise in investment banking, financial modeling, and data analysis. He has worked with top companies like Tech Mahindra, Polymath Advisors, and Soar Renewable Energy Pvt Ltd, providing strategic guidance and driving business growth. Yash holds a Bachelor of Technology degree from Vishwakarma Institute Of Technology and has completed certifications from CFA Institute, Corporate Finance Institute, and Binghamton University School of Management.

Credentials

  • Chartered Financial Analyst (CFA) Level 2
    CFA Institute
    Jan, 2024
    - Apr, 2026
  • Hedge Fund Fundamentals
    Corporate Finance Institute® (CFI)
    Sep, 2023
    - Apr, 2026
  • Corporate Finance Fundamentals
    Corporate Finance Institute® (CFI)
    Jul, 2023
    - Apr, 2026
  • Introduction to ESG
    Corporate Finance Institute® (CFI)
    Jul, 2023
    - Apr, 2026
  • Chartered Financial Analyst (CFA) Level 1
    CFA Institute
    Oct, 2022
    - Apr, 2026
  • Comparable Valuation Analysis
    Corporate Finance Institute® (CFI)
  • Lean Six Sigma Yellow Belt Certification
    Binghamton University School of Management

Experience

  • Polymath Advisors
    • Mumbai, Maharashtra, India
    • Investment Banking Analyst
      • Dec 2023 - Present
      • Mumbai, Maharashtra, India

      - Lead Banker in Series A funding round for a disruptive logistics tech company.- Lead banker in the bridge round for a high-protein foods and beverage company.- Preparing for Series B Funding- Evaluating Potential SPAC Mergers- Leading US company's IPO efforts to secure a listing on Nasdaq.- Developed and implemented financial modules.- Crafted compelling pitch decks.- Adept at pitching business models to financial investors, effectively communicating value propositions.- Improving negotiation skills while working directly with the MD, who has a proven track record of securing favorable terms during fundraising processes.

    • Consultant
      • Jul 2023 - Present

  • App2Build
    • Mumbai, Maharashtra, India
    • Educator
      • Jan 2024 - May 2024
      • Mumbai, Maharashtra, India

  • LinkedIn Creator's Club
    • Mumbai, Maharashtra, India
    • Finance Content Creator
      • Aug 2023 - Dec 2023
      • Mumbai, Maharashtra, India

      While preparing for my CFA Level 2 exam, I've taken a break from my job to focus. During this time, I'm educating CFA candidates and sharing insights on various finance-related topics, such as the security market, geopolitical current affairs, ESG, startups, and careers in finance, on LinkedIn.

    • India
    • Appliances, Electrical, and Electronics Manufacturing
    • 1 - 100 Employee
    • Management Team Member
      • Jan 2023 - Jul 2023

      -Conducted comprehensive market research to identify a high-growth segment with 20%annual revenue potential.-Sourced alternative raw material suppliers, reducing COGS by 15% and achieving cost leadership in the market.-Implemented new financial reporting procedures, leading to a 10% improvement in accuracy and transparency.

    • Quality Engineer
      • Jun 2021 - Dec 2022

      -Monitored battery health of electric scooter fleet, ensuring optimal performance and preventing service disruptions.-Developed and implemented a preventive maintenance program for electric vehicle batteries, leading to a 15% decrease in replacement costs.

    • Founder
      • Oct 2020 - May 2021
      • Nashik

      A hyper-growth hydroponics project, cultivating diverse crops like lettuce, cauliflower,and other green crops.Increased crop yields by 50% compared to traditional farming methods, achieving profitability within 3 months.Generated INR 10 lakhs in revenue through local and export sales, securing contracts with majorgrocery chains, in 6 months span.Successfully transitioned the project to Groverafarms.

  • Tech Mahindra
    • Pune, Maharashtra, India
    • International Sales Team Lead
      • Jan 2020 - Sep 2020
      • Pune, Maharashtra, India

      • Boosted sales of premium smartphones (Samsung, Apple iPhone, etc) by 25%.• Developed and implemented a $1 per day EMI scheme, leading to a 130% increase in iPhone sales and attracting 600 new customers.• Successfully acquired 90 high-value corporate clients from competitors by offering customized product bundles and exceptional service.• Maintained a 95% customer retention rate by implementing a proactive loyalty program and exceeding customer expectations.My client base primarily comprised customers from Australia, New Zealand, the United Kingdom, and various other European countries.

  • Metaroll Ispat
    • Jalna, Maharashtra, India
    • Student Intern
      • Jul 2019 - Dec 2019
      • Jalna, Maharashtra, India

    • Founder
      • Jan 2017 - Nov 2018
      • Pune

      Grew portfolio by 50% through strategic management of 20 bitcoins for 50 clients.Developed and implemented research-based trading strategies that yielded an average return of 400% over 9 months.Executed profitable trades across various cryptocurrency markets, identifying and capitalizingon market trends.Secured strategic partnership with Gain Bitcoin, resulting in a 20% increase in client acquisition.

    • STUDENT MEMBER SECRETARY
      • Aug 2017 - May 2018

  • Rajuri Steel
    • Jalna, India
    • Student Intern
      • Jun 2017 - Aug 2017
      • Jalna, India

Education

  • 2016 - 2020
    Vishwakarma Institute Of Technology
    Bachelor of Technology - BTech, Industrial and Management

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Industry Focus. “Investment Banking”

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