KRITISH UPADHYAY
CFA L1 Candidate
Bengaluru
Summary
Finance professional with a strong foundation in accounting and management, currently pursuing CFA certification. Demonstrated analytical skills through excellence in financial analysis, contributing to informed decision-making. Thrives in dynamic environments by leveraging leadership and collaboration to drive impactful financial insights, while maintaining a deep commitment to continuous learning and professional growth.
Overview
1
1
year of professional experience
Work History
Investment Banking Fellow
Marquee Equity
08.2025 - Current
- Learning about deal execution, financial analysis, and market research in investment banking.
Business Analyst
Unified Mentor
08.2025 - 11.2025
- Collaborating in live projects to help in Business Management and operations.
Investment Analyst Intern
BB Advisory
06.2025 - 08.2025
- Analyzed forex markets using macro, technical, and strategic insights to guide currency decisions.
Education
Mathematics, Accountancy and Economics -
Sri Sathya Sai Higher Secondary School
Bachelors of Commerce Honors - Accounting and Finance
Sri Sathya Sai Institute of Higher Learning
Bengaluru04.2025
Skills
Microsoft Excel
Accomplishments
- Part of the winning Inter- House debate team as a captain
Timeline
Investment Banking Fellow
Marquee Equity
08.2025 - Current
Business Analyst
Unified Mentor
08.2025 - 11.2025
Investment Analyst Intern
BB Advisory
06.2025 - 08.2025
Mathematics, Accountancy and Economics -
Sri Sathya Sai Higher Secondary School
Bachelors of Commerce Honors - Accounting and Finance
Sri Sathya Sai Institute of Higher Learning