Manshita Jain

Mumbai

Summary

Finance graduate and CFA Level I exam candidate with knowledge of financial reporting, investment analysis, and portfolio management. Proficient in interpreting financial statements, valuation techniques, and ratio analysis. Skilled in Excel, research, and presentations, with a commitment to continuous learning and professional growth.

Work History

Intern

Joy Makers Foundatin

BHILWARA

05.2024 - 07.2024

Assisted in budgeting, expense tracking, and maintaining financial records of donations and grants.
Prepared monthly Excel reports to support audits and donor reporting.

Education

CFA Level 1 Candidate -

CFA INSTITUTE

08.2025

Bcom (hons) -

NMIMS (Anil Surendra Modi School of Commerce)

Mumbai

05-2025

Skills

Financial modeling and analysis
Valuation techniques
Data analysis

Microsoft Excel and PowerPoint
Python programming (beginner)
Trend analysis

Extracurricular Activities

Student clubs (Vaayu and Social Responsibility Forum) Volunteering at The Joy Makers Foundation (NGO)

Projects

Built a 5-year financial model for an SPV farmland project, with forecasts and scenario analysis in Excel
Conducted valuation analysis of Jubilant FoodWorks using DCF and relative valuation methods
Analyzed financial statements with a focus on key ratios, reporting standards, and audit aspects
Worked on investment analysis and portfolio management projects, applying risk-return concepts

www.linkedin.com/in/manshita-jain

Timeline