Manish Wagh
Mumbai
Work Preference
Summary
Aspiring CFA Candidate & Experienced MBA seeking to leverage advanced financial knowledge and analytical skills to excel in Core Finance industry & roles such as PE Fund Accounting, Investment banking, Financial Operations, Private Equity, Wealth management, Asset Management, Valuation analyst, financial analyst, Portfolio management, Equity Research analyst or Family Offices.
Overview
2
2
years of professional experience
1
1
Certification
8
8
years of post-secondary education
Work History
Finance Intern
AMG Infra
05.2023 - 07.2023
- Financial Analysis Using Fundamental, Equity and Ratio analysis.
Financial Analyst (Apprenticeship)
eClerx Services ltd
01.2025 - 10.2025
- Investment Banking Operation/Financial Market Vertical → derivative market
- Handled financial transactions and OTC derivatives product like ISDA CSA collateral agreement and regulatory regime like CFTC, EMIR, Prudential, SEC etc. Reporting eligible collateral schedule, like Cash, US-T bills, Notes, Bonds, NAV, MBS, CMO, Corporate Bonds with its Product, asset and asset classes. Well versed with financial markets and its products like fixed income, equity, derivatives etc.
- Managed team & client relationships, reported outstanding issues & resolved queries & escalations efficiently.
- Liaise with senior analysts with structured data and reporting for regulatory compliances.
- Performed audit, reporting, and delta tracking across financial projects & automating repeated task using Macro and VBA. Completed project before the deadline with Quality of data.
- Coordinated with internal stakeholders & maintain data quality standards.
Education
CFA Level 1 Candidate -
CFA Institute
12.2025 - 08.2026
MBA - Finance
Mumbai University
12.2022 - 08.2024
Master of commerce - Cost & Works Accounts
IGNOU
07.2023 - 12.2025
Bachelor of Commerce - Cost and Works Accounting, Financial Analysis and Research
Pune University
08.2019 - 10.2022
Skills
- Financial Modeling
- Pitchbook
- PE fund accounting
- Budgeting & Forecasting
- Derivatives
- Fixed Income
- FSA
- Equity Research
- Corporate Finance
- Portfolio Management
- Investment Management & research
- MIS report
- Detail-oriented
- NAV
- NAV Calculation
- LBO
- Fund accounting
- Private Equity
- Reconciliation & break resolution
Websites
Certification
- Financial Modelling, CFA Institute, CFA Portal
- Python Programming Fundamentals, CFA Institute, CFA Portal
- Investment Banking Learning Path: Practical Skills Mastery, EDUCBA, Bridging the Gap Udemy
- The Complete Investment Banking Course 2025, 365 Careers, Udemy
- Beginner to Pro in Excel: Financial Modeling and Valuation, 365 Careers, Udemy
- Best Excel Course: Data Cleaning - For further Data Analysis, Yoda Learning, Udemy
- Communication Skills every Manager should Master, Ramon Janssen, Udemy
- Microsoft Outlook 2019/365: Master Your Email, Simon Sez IT, Udemy
- Crash Course Trading: Technical Analysis and Options Trading, Kal Zurn, Udemy
- Python for Finance: Investment Fundamentals & Data Analytics, 365 Careers, Udemy
- Master Microsoft Outlook - Outlook from Beginner to Advanced, Kirt Kershaw, Udemy
- The Complete Financial Analyst Training & Investing Course, Chris Haroun, Udemy
- The Complete Financial Analyst Course 2025, 365 Careers, Udemy
- Investment Banking and Finance: Private Equity Finance, John Colley, Udemy
- The Securities Trade Lifecycle: Front, Middle & Back-Office, Starweaver Instructor Team, Udemy
- Build Your Financial Literacy, LinkedIn, LinkedIn
- Excel for Accounting, LinkedIn, LinkedIn
- Financial Analysis: Making Business Projections, LinkedIn, LinkedIn
- Financial Modeling and Forecasting Financial Statements, LinkedIn, LinkedIn
- Foundations of Business Banking, LinkedIn, LinkedIn
- SAP Business Rule Framework (BRF+) Introduction, LinkedIn, LinkedIn
- Lean Six Sigma Foundations, LinkedIn, LinkedIn
- Master Digital Marketing, LinkedIn, LinkedIn
- Microsoft Excel: Advanced Excel Formulas & Functions, Maven Analytics, WIP Udemy
- Microsoft Excel Data Analysis and Dashboard Reporting, Kyle Pew, WIP Udemy
- Effective Communication in the Workplace, Lecturio GmbH, WIP Udemy
Languages
English
Marathi
Hindi
Learning Sanskrit
Learning French
Extra-Curricular Activities
Worked with NAB to collect funding for vulnerable and blind. Content Writing at Quora. Member of Placement committee in College.
Areas Of Interest
- Trekking
- Content Writing
- International affairs & Global politics
- History
- Art and culture
- Finance
- GK
Activities
- Twice winner of Quiz competition in undergraduate college.
- International Olympiad English and math.
- Art talent Handwriting.
Certifications And Courses
- Generative AI training and certification, Technical University of Munich, CERTIFICATION
- Python training basics to Advance, Mr. Karthi Kumar
- Excel power query
- Advanced power BI for Data analysis
Industry And Personal Projects
- Built 3-statement financial model of Bikaji Foods International Ltd.
- Forecasted growth using moving average and regression for Metro Brands Ltd.
- Performed detailed financial analysis (comparative, trend, ratio) of Avenue Supermarts Ltd.
- Portfolio optimization project for BFSI companies: Bajaj Finance, Jio Financial, etc.
- Conducted asset management KPI analysis based on Indian market asset classes.
- Conducted a mini DCF valuation of Reliance Industries Ltd.
- Built Trading comps (Comparable company analysis) of FMCG - Beverages company Globus Spirits Ltd.
- Developed a simplified LBO framework for analyzing capital structure of Dabur India.
- Designed a deal-screening model to evaluate target companies using financial metrics for Private Equity investment decisions.
- Working on Rolling 13-Week Cash Flow Model & distribution Waterfall model.
- Developed a comprehensive Private Equity NAV & capital account model with valuation-based P&L, capital calls/distributions, and a full GP-LP carried interest waterfall.
Virtual Internship
- SEBI Investor Certification Examination, NISM, 2 Months
- Master Digital Marketing, LinkedIn, 1 Month
- Excel Skills for Business Job Simulation, Goldman Sach's Forage, 1 Month
- Global Banking & Markets, HSBC, 3 Weeks
- Quantitative Research, JPMorgan Chase & Co., 1 Month
- Investment Banking, Citi, 1 Month
- Financial Analyst, New York Jobs CEO Council, 2 Weeks
- Asset Management, JPMorgan, 3 Weeks
- Commercial Banking, HSBC, 2 Weeks
- Investment Banking, Bank of America, 1 Month
- Global private Bank, JPMorgan, 3 Weeks
- Corporate Analyst Development Program, JPMorgan Chase & Co., 1 Month
- Finance, Citi, 2 Weeks
- Investment Banking, JPMorgan, 1 Month
- Six sigma Black Belt, LinkedIn, 1 Week
Certificates And Additional Qualifications
- MS-CIT
- MS Office
- Tally
- Advanced Excel
- Master Digital marketing
- NISM SEBI Investor Certification Examination completed, Pursuing NISM Certificate (Research Analyst, Portfolio management services)
Personal Information
Availability: Available to join immediately., Location - India metro cities.
Awards
- Value award, for Outstanding performance and commitment, https://tinyurl.com/4c2rb84r
- Letter of Recommendation, https://tinyurl.com/mufhrmx7
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
CFA Level 1 Candidate -
CFA Institute
12.2025 - 08.2026
Financial Analyst (Apprenticeship)
eClerx Services ltd
01.2025 - 10.2025
Master of commerce - Cost & Works Accounts
IGNOU
07.2023 - 12.2025
Finance Intern
AMG Infra
05.2023 - 07.2023
MBA - Finance
Mumbai University
12.2022 - 08.2024
Bachelor of Commerce - Cost and Works Accounting, Financial Analysis and Research
Pune University
08.2019 - 10.2022