MITALI SAHOO
Mumbai
Summary
Motivated Financial Analyst with 3.5+ years of experience across Investment Banking, Private Credit AIF, and Financial Consulting. Proven expertise in financial modeling, valuation, forecasting, and regulatory compliance. Adept in preparing term sheets, pitch decks, and commentary reports. Strong presentation, project management, and analytical skills with a focus on investment analysis and fund operations. Skilled in handling both front-end and back-end investment operations and managing cross-functional teams.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Investment Analyst – Alternative Investment Fund (AIF) & Portfolio Management Services (PMS)
Scient Capital
07.2024 - Current
- Led investments in BluSmart and Origa Market with total exposure of ₹10 crore, overseeing full deal cycle from due diligence to execution.
- Prepared detailed term sheets and led financial analysis, valuation, and risk evaluation for private credit investment opportunities under the India Emerging Credit Opportunities Fund.
- Conducted monthly valuations of Aries and Zen portfolios; supported APMI and PMS Bazaar submissions and bond market transactions.
- Managed PMS reporting, performance reviews, and quarterly investor commentary for both AIF and PMS clients.
- Directly collaborated with the CIO and founder to manage end-to-end fund operations, compliance, and investor communications.
- Oversaw operations for the entire AIF structure, ensuring seamless back-office processes, SEBI filings, and portfolio data management.
- Led a team of 3 analysts, providing guidance on investment modeling, deal structuring, and research insights.
Financial Analyst
Drink Prime
08.2023 - 10.2023
- Developed detailed spreadsheets for trend analysis and created forecasts for revenue, profitability, and expenses.
- Streamlined operations based on financial insights, increasing productivity and margins.
- Built forecasting tools to analyze variances and industry trends.
Business Analyst
Perigon Consillario LLP
09.2022 - 04.2023
- Conducted startup research, due diligence, and fundraising strategy within investment banking domain.
- Built financial models (DCF, revenue forecast) and performed in-depth valuation for fundraising rounds.
- Engaged directly with investors, and supported outreach and deal pipeline generation.
- Delivered secondary research reports on markets and industries.
Financial Analyst
Rashmi Enterprise
01.2021 - 12.2022
- Built and maintained internal financial databases and reporting structures.
- Conducted cash flow forecasting, P&L reviews, and investment analysis.
- Managed billing and bookkeeping functions with accurate reconciliation and reporting.
Wealth Management Analyst Intern
Wise Finserv
02.2022 - 04.2022
- Designed investment strategies for HNI clients.
- Conducted portfolio performance reviews and advised on growth strategies.
Education
Bachelor of Commerce -
Utkal University
Bhubaneswar, Odisha06.2019
12th Commerce - undefined
Ravenshaw Junior College
Cuttack, Odisha04.2016
Secondary (10th Grade) - undefined
Maha Laxmi High School
01.2014
Skills
- Financial Modeling & Valuation (DCF, Comparable, Transaction)
- Investment Analysis & Forecasting
- AIF & PMS Regulatory Reporting
- Term Sheet & Pitch Deck Preparation
- Project Finance
- SEBI Compliance & Investor Reporting
- Operations & Team Management
- Advanced Excel, Power BI
- Report Writing & Market Research
Certification
- Financial Modeling and Valuation Analysis – NSDL
- Digital Marketing – Digital Ready
Languages
English
Hindi
Odia
Timeline
Investment Analyst – Alternative Investment Fund (AIF) & Portfolio Management Services (PMS)
Scient Capital
07.2024 - Current
Financial Analyst
Drink Prime
08.2023 - 10.2023
Business Analyst
Perigon Consillario LLP
09.2022 - 04.2023
Wealth Management Analyst Intern
Wise Finserv
02.2022 - 04.2022
Financial Analyst
Rashmi Enterprise
01.2021 - 12.2022
12th Commerce - undefined
Ravenshaw Junior College
Secondary (10th Grade) - undefined
Maha Laxmi High School
Bachelor of Commerce -
Utkal University
Similar Profiles
Anthony GilmoreAnthony Gilmore
Universal Member Representative at Scient Federal Credit UnionUniversal Member Representative at Scient Federal Credit Union
Azhar ShaikhAzhar Shaikh
Credit Manager at Tata Capital Limited (Tata Motors Finance Limited Merged with Tata Capital Limited)Credit Manager at Tata Capital Limited (Tata Motors Finance Limited Merged with Tata Capital Limited)
Cassia McTamaneyCassia McTamaney
Intern at Ripple Capital, New York, NY Ripple Capital, InvesIntern at Ripple Capital, New York, NY Ripple Capital, Inves
Aniket TatkareAniket Tatkare
Manager at Thyrocare TechnologiesManager at Thyrocare Technologies
Navmita Das NandiNavmita Das Nandi
AVP Employee Engagement - Reward and Recognition at HSBCAVP Employee Engagement - Reward and Recognition at HSBC