Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Timeline
Generic
Bhavnesh Meena

Bhavnesh Meena

Pune

Summary

Motivated and detail-oriented Business Administration graduate, currently working as an analyst at TresVista, supporting a U.S.-based private equity client. I specialize in maintaining and managing the client's CRM (Salesforce), ensuring accurate logging and tracking of investment opportunities. My responsibilities include reviewing and analyzing Confidential Information Memorandums (CIMs), teasers, and NDAs received from investment banks, and extracting key deal information to streamline decision-making.

Overview

3
3
years of professional experience

Work History

Analyst

TresVista
Pune
03.2025 - Current
  • Logged and tracked confidential investment deals using Salesforce CRM for efficient management
  • Performed due diligence on companies by analyzing financial statements, management teams and operations
  • Conducted market research to support investment strategies and decision-making processes
  • Utilized advanced Excel functions to streamline data processing tasks effectively

HR Intern

ToppersNotes
Jaipur
10.2022 - 12.2025
  • Created and updated tracking spreadsheets using MS Excel.
  • Recorded employee complaints and helped resolve conflicts to address issues quickly and promote a healthy work environment.

Recovery Assistant

JM Finance
Deoli
11.2023 - 02.2025
  • In charge of managing the firm's outstanding debt recovery process
  • Management of a team: Oversee a group of recovery agents, offering direction, instruction, and assistance to guarantee excellence
  • Performance and the achievement of the recovery goal
  • Oversaw the recovery team to finish the ongoing case and report any costs incurred

Education

BBA - Information Technology

JECRC University
Jaipur
01-2023

Skills

  • Financial analysis
  • Due diligence
  • Market research
  • Salesforce CRM
  • Advanced Excel
  • Data management
  • Critical thinking
  • MS Excel

Affiliations

Ju Rythm

  • Oversaw coordination tasks during the event, contributed to the overall success of events by maintaining a positive attitude, exhibiting strong teamwork skills, and being proactive in addressing any challenges that arose during planning or execution
  • Facilitated communication between event staff and volunteers, fostering teamwork and collaboration throughout the event planning process

Languages

Hindi
First Language
English
Advanced (C1)
C1

Timeline

Analyst

TresVista
03.2025 - Current

Recovery Assistant

JM Finance
11.2023 - 02.2025

HR Intern

ToppersNotes
10.2022 - 12.2025

BBA - Information Technology

JECRC University

Similar Profiles

CREATE PROFILE
Bhavnesh Meena