Summary
Work History
Education
Skills
Accomplishments
Affiliations
Relevant Courses
Timeline
Maulie Kapoor

Maulie Kapoor

Mumbai

Summary

Motivated and detail-orientated finance professional and CFA Level 1 candidate with a strong academic background in financial analysis and investment principles. Skilled in data analysis and risk assessment, with practical experience in financial transactions and reporting. Proficient in advanced Excel and financial software, with a strong eagerness to learn and apply analytical and ethical standards in a dynamic operations environment. Committed to contributing to operational excellence and supporting strategic objectives.

Work History

Investment banking Internship

Mavuca Capitals
Mumbai, India
09.2024 - Current



- Assisted in sell-side debt fundraising transactions, focusing on raising capital through structured debt instruments for mid-sized companies.
- Conducted financial due diligence, including analysis of company financial statements and credit metrics to assess the viability of debt structures.
- Supported in drafting pitch books and financial models to present debt funding proposals to potential investors and lenders.
- Collaborated with senior management in preparing term sheets and conducting negotiations with lenders, private equity firms, and institutional investors.
- Researched industry trends and potential investor profiles to support targeted fundraising efforts.
- Played a key role in preparing investor presentations, data rooms, and managing documentation flow during the deal execution process.

Volunteer

NMNSS (NATIONAL SERVICE SCHEME)
Mumbai
08.2022 - 07.2024
  • Volunteered in Umeed, a 7-day residential camp, managing community development initiatives in an adopted village.
  • Directed Meethi Si Door, overseeing the sales of handmade products by disabled children to support their livelihood.
  • Coordinated and executed multiple donation drives, including blood, stem cell, food, and stationery donations.
  • Led environmental efforts, including beach cleanups and tree plantation drives.
  • Delivered sustainable community impact through a range of structured social service activities.

Finance Communications Intern

Inculcation Educational Foundation
Uttar Pradesh
07.2021 - 06.2022
  • Designed and executed social media campaigns encompassing content creation, budget oversight, and forecasting to drive engagement and align with strategic financial objectives.
  • Collaborated with cross-functional teams on various projects related to market analysis.
  • Maintained accurate records of expenses associated with each event.

Education

Bachelor's in Accounting And Finance -

Narsee Monjee College Of Commerce And Economics, Mumbai
04-2025

11th-12th -

Assisi Convent Sr. Secondary School, Uttar Pradesh
07-2021
  • Physics, Chemistry, Mathematics with Computer science (CBSE)- 85%

10th -

Assisi Convent School, Uttar Pradesh
05-2019

(CBSE) 95.4%

Skills

  • Technical Proficiency: Excel, Python, Power BI, SQL, and Tableau
  • Interpersonal Communication
  • Teamwork and Collaboration
  • Flexible and Adaptable
  • Financial Analysis
  • Experience in leadership
  • Problem-solving abilities
  • Attention to Detail
  • Analytical Thinking
  • Decision-Making
  • Financial Planning
  • Data Interpretation

Accomplishments

  • Project leader - "SPARV" (NMNSS) National Service Scheme (2023-24)

- Directed a year-long poverty eradication project, overseeing planning, execution, and impact assessment.
- Led a volunteer team, ensuring successful completion of community initiatives.
- Built strong ties with stakeholders and addressed community needs.
- Managed budgets, secured partnerships, and optimized resources.

  • Head of Department - Hospitality in NMNSS flagship event "AASHAYEIN" (2024)

Affiliations

  • Committee Member of "Planning Forum" Management Cell of NM College (2022–23)
  • Committee Member of "INTENT", Entrepreneurship cell of NM College (2022–23)
  • Regular contributor to college newsletter, reviewing latest financial topics

Relevant Courses

  • MS EXCEL and Power BI ( Certification course) - NM COLLEGE
  • INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT - NSE
  • EQUIVALUE SEARCH- Investment Banking training course

Timeline

Investment banking Internship - Mavuca Capitals
09.2024 - Current
Volunteer - NMNSS (NATIONAL SERVICE SCHEME)
08.2022 - 07.2024
Finance Communications Intern - Inculcation Educational Foundation
07.2021 - 06.2022
Narsee Monjee College Of Commerce And Economics - Bachelor's in Accounting And Finance,
Assisi Convent Sr. Secondary School - 11th-12th ,
Assisi Convent School - 10th,
Maulie Kapoor