Python for Finance
Hetal Pandya
Investment Manager
Pune,MH
Summary
An Investment Manager working at a Global Placement Agency, dedicated for Investment Managers, PE/VC who are raising funds from Institutional Investors across the globe. Working at a global placement agency, my exposure towards Private Equity/ Venture Capital firms has developed significantly. A part of my current job is assisting General Partners in their Fund Raising process from Limited Partners across globe mainly North America/ Europe. I also help Start up founders and co-founder in their Funding process. I am also working towards my CFA designation, CFA level 1 candidate and seeking an entry level position at Private Equity firm.
Overview
1
1
year of professional experience
4
4
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Investment Manager
Citylink Technology Solutions Pvt Ltd
Pune, Maharashtra
10.2021 - Current
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Coordinated statistical data analysis, design and information flow.
- Produced monthly reports using advanced Excel spreadsheet functions.
- Built strong relationships with customers through positive attitude and attentive response.
- Adhered to rigorous standards for customer service, merchandising and operational safety.
- Mentored and guided employees to foster proper completion of assigned duties.
- Coordinated weekly meetings for internal and external groups.
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.
- Exceeded annual revenue goals through improving client relationships and education.
Investment Analyst
Citylink Technology Solutions Pvt. Ltd
Pune, Maharashtra
06.2021 - 10.2021
- Primary duty includes help companies Investment Managers from Intermediary Firms raise capital privately from accredited individuals and institutional investors( Public/Private Pension Funds, Endowment Funds, Pension Funds,Family Office) located globally, mainly in the US and European Markets.
- Helping Start Up Founders, Co-Founders in their Fund rounds, represent them to the investors, help them build financial books, advice them on profit and growth aspects.
- Building strong relationships with the institutional investment community by engaging into the conversations, helping them find projects worth higher IRRs
- Pro-actively sourcing new business opportunities on behalf of Private Equity Investors, arrange regular meetings with Investors
- Engagement with Limited Partners (LPs) such as insurance firms, endowments, and pension funds, and pitch the client funds to the Limited Partners
- Planned and implemented and hosted fundraising events- The most recent being the Growcent South Asia Investment Summit-2021, where 120 selected start up founders presented their ideas to the Private Equity/Venture Capital Investors. The next event being European Investment Summit in November-2021
- Start Up Funding with Evaluation & Risk Analysis
- Pitch Deck presentation to Investors over the video conference.
- Having one-on-one Zoom/Teams meetings with clients located globally such as Singapore, Hong Kong, Czech Republic, Switzerland, United Kingdom, United States of America etc.
Education
MBA - Finance And General
University of Bedfordshire
Luton, United Kingdom 10.2011 - 01.2013
Bachelor of Commerce - Accounting And Finance
Bachelor of Commerce
Saurashtra University 06.2005 - 06.2008
Skills
Communication Skills and Interpersonal Skills
Decision making skills & Attention to Details
Financial Modelling & MS Office
Financial Statement Review
Capital Raising & Report Writing
Data Analysis and Visualisation
Software Expertise Microsoft Excel- Word and Powerpoint
Data analysis using Tableu, Power BI, Excel, SQL
Additional Information
I have been a dedicated and focused UPSC/GPSC exam candidate for almost 5 years. I have always been in touch with my education and have extensive interest and knowledge in Finance and Investment world. I have clear concepts and a very sharp hands on latest Technical and Strategic requirements of today's work environment.
Software
Data Analytics (Learning)
Financial Modelling
Microsoft Office
Certification
Financial Modelling and Valuation- Udemy
Timeline
Investment Manager
Citylink Technology Solutions Pvt Ltd
10.2021 - Current
Financial Modelling and Valuation- Udemy
06-2021
Financial Analyst-Udemy
06-2021
Investment Analyst
Citylink Technology Solutions Pvt. Ltd
06.2021 - 10.2021
MBA - Finance And General
University of Bedfordshire
10.2011 - 01.2013
Bachelor of Commerce - Accounting And Finance
Bachelor of Commerce
06.2005 - 06.2008