Devanshi Desai

Experienced finance professional with expertise in accounting, tax returns, financial statements, audits, and financial planning. Demonstrated ability to ensure accuracy, solve complex problems, and provide advice on smart financial strategies. CFA Level III candidate with knowledge in portfolio analysis, financial securities, and modern banking practices. Internship experience in personal finance, real estate, and banking models, producing valuable reports and research for subscribers. Possess a Bachelor's degree in Commerce, specializing in Accounting and Finance, combining technical skills with attention to detail, resilience under pressure, and a proactive mindset. Strong focus on delivering results, while managing projects, and cultivating client relationships.

CFA Level I & II

• Built a strong understanding of financial reporting and analysis, enabling effective evaluation of financial statements and company performance.
• Developed expertise in investment analysis and portfolio management, learning how to assess and manage risks and returns in various asset classes.
• Gained knowledge of economic principles and market dynamics, providing insights into how macroeconomic factors influence financial markets and investment strategies.

JP Morgan Investment Banking Job Simulation Program

• Evaluated and identified a suitable M&A target based on strategic and financial fit.
• Built a DCF valuation model, incorporating adjustments for competitive bids and supply chain disruptions.
• Developed a client-ready two-page briefing covering the company profile and auction process.

National Cadet Corps (NCC), Girls Battalion

• Represented Gujarat culture at a National Camp.
• Achieved 'B' Certificate in NCC, demonstrating leadership, discipline, and physical endurance.

Bharatnatyam

• Arangetram – Successfully completed formal debut performance, showcasing years of rigorous training and mastery.