Education
Bachelor's Degree - OP JINDAL GLOBAL UNIVERSITY 2020-2023
B.COMM Honours with a major in Banking and Finance
This degree provided my fundamental "map" of the financial world. My studies focused on market dynamics, quantitative finance, and corporate law. Beyond the theory, I developed a strong foundation in data visualization using Tableau and advanced Excel. Graduating with Merit, I came away with a deep respect for financial precision and a drive to apply these models to real-world deal structures.
Master's Degree - QueenMary university of London 2024-2025
MSc Economics with a major in Investment Banking
Master’s was about bridging the gap between academic theory and "desk-ready" technical skills. I specialized in Mergers & Acquisitions, Financial Derivatives, and Financial Modeling. Earning a Distinction was a personal milestone that proved I have the stamina and analytical rigour required for the high-intensity environment of Investment Banking.
CFA LEVEL 1 CANDIDATE
For me, the CFA is the "gold standard" of professional discipline. I am currently preparing for Level 1 to ensure my grasp of investment tools, asset classes, and ethical standards is ironclad. I believe that relentlessly strengthening these fundamentals is the best way to provide immediate value to a deal team from day one.
TECHNICAL WORKFLOW & CERTIFICATES
Financial Forecasting & Modeling | City Investment Training: A rigorous technical program where I prepared integrated financial statements and analyzed revenue recognition trends. I focused on the logic behind the numbers, projecting equity growth and building robust valuation models.
M&A and Valuation | Coursera (In Progress): I am currently deepening my expertise in M&A-specific valuation techniques. This ongoing study focuses on identifying synergies and building defensible models, ensuring I am up-to-date with current industry standards.
Work Experience
Interim Financial Modeler | Neotas
Sep 2025 – Jan 2025
Working directly under the CFO, I contributed to high-level financial strategy by building and maintaining detailed 5-year financial projections. My tenure focused on "zero-error" data reconciliation and auditing revenue files to support investor pitch decks and presentations. This role taught me how accuracy and clarity in financial reporting directly influence senior-level decision-making.
Research and Finance Associate | Insight Alpha
June 2023 – June 2024
In this high-velocity role, I managed over 120 end-to-end research projects for global investment clients. I was responsible for the full project lifecycle-from identifying industry experts to delivering strategic competitor profiling and trend analysis. Handling intense deadline pressure across diverse sectors developed my ability to synthesize complex information into actionable investment-grade insights.
INTERNSHIPS
Before committing to M&A, I explored various sectors to challenge my commercial intuition. These roles confirmed that my calling lies in the analytical and strategic side of finance.
Portfolio & Risk Analysis | BB Advisory: This was my transition into technical finance. I analyzed investment opportunities and risk profiles, applying strategies that resulted in a tangible profit for a client. This experience confirmed my desire to build a career where my analysis has a direct impact on the bottom line.
Life Sciences Research | Schrocken: I conducted deep-dive research within the life sciences sector, refining the "detective" mindset necessary for rigorous due diligence. It taught me that the most valuable insights are found through meticulous data hunting.
Business Model Development | Idobro - Rise Infinity Foundation: I architected growth strategies for small-scale entrepreneurs, learning how to evaluate operational viability and identify the synergies needed to scale—both core components of the M&A process.
Sales & Fundraising | Vestige & Aashman Foundation: Early in my journey, I mastered professional pitching and capital mobilization. Leading a successful fundraising campaign for the Milk Bank initiative taught me how to build a compelling "investment case" and engage stakeholders effectively.
SKILLS
Technical Foundations
Building the base through academic rigor and interim exposure.
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Financial Modeling (Excel): I spent my MSc (Distinction) and my time at Neotas learning the mechanics of 3-statement models and 5-year projections. I am proficient in Excel and understand the logic of how a business is built on paper, but I’m eager to see how these models are stress-tested in real-world deal scenarios.
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Valuation Methodology: I have a strong theoretical grasp of DCFs, comparables, and merger modeling through intensive university projects (like my HUB Group/XPO Logistics analysis). I’ve built these models from scratch and understand the math, and I’m ready to refine that precision within a professional deal team.
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Commercial Research: My year at Insight Alpha taught me how to dig for data. I completed over 120 projects, which involved competitor analysis and industry profiling. It gave me a realistic look at how to find and organize information under tight deadlines- a skill I want to apply to supporting senior bankers on live mandates.
Graduate Operating Principals
My approach to the "Analyst" role.
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The Learning Curve: I am currently preparing for the CFA Level 1 and completing a City Investment Training course because I know how much I still have to learn. I view myself as a work-in-progress and am looking for a team that will push me to sharpen my technical skills every single day.
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Commitment to Precision: In my interim role at Neotas, I’ve learned that accuracy in a revenue file is non-negotiable. I don’t claim to be perfect, but I am obsessive about checking my own work and reconciling data to ensure that when a senior team member looks at my output, it’s a reliable foundation for them.
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Reliability Under Pressure: My time in consulting (Insight Alpha) taught me that the industry doesn't stop. I am fully prepared for the long hours and high intensity of deal execution. I have the stamina to stay focused and deliver quality work when the stakes are high and the deadlines are short.
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Adaptable Communication: Whether I’m assisting the CFO with pitch decks or coordinating with international experts, I focus on being clear, concise, and helpful. I understand that my role as a junior is to be a force-multiplier for the team, making sure the process runs as smoothly as possible.
Core Traits & Drive
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Calculated Ambition: I didn’t just stumble into finance; I moved from the Himalayas to London specifically to build a career in M&A. I am bold in my goals and confident in the training I’ve received through my MSc and Neotas. I’m not looking for a "job"- I’m looking for the "seat" where I can prove my value and earn my place at the top of the industry.
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The "Unstickable" Mindset: My year at Insight Alpha, completing 120+ high-pressure projects, taught me that "giving up" isn't an option when a client is waiting. I’ve learned to be a creative problem-solver, if a data point is missing or a model isn’t balancing, I don’t just flag it- I try to find a workaround before asking for help.
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Humble Confidence: I’ve had the privilege of working directly under a CFO and managing global stakeholders. These experiences taught me to be confident in my output but soft in my delivery. I understand that as a graduate, my job is to be professional, polite, and observant while soaking up the professional "polish" and deal-intuition that comes from veteran mentorship.
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Intellectual Curiosity: Beyond the spreadsheets, I have a genuine passion for the "why" behind the business- whether it’s advising small businesses through the IDOBRO Foundation or analyzing market trends for fun. I’m a creative thinker who looks for patterns, not just numbers. I’m ready to be the person who works through the night to make sure a pitch deck is perfect, because I actually care about the outcome.