Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
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NAISHA SHETH

Mumbai

Summary

Recent BSc graduate with a major in Applied Mathematics and a minor in Finance, aspiring to build a career as an Equity Research Analyst. I bring a strong foundation in quantitative analysis, financial principles, and data-driven problem-solving. With a deep interest in capital markets and valuation, I am prepared for the analytical rigor the role demands. Eager to contribute to a dynamic investment team by leveraging my mathematical expertise and financial insight to support high-quality research, financial modelling, and informed investment decisions in a rapidly evolving industry.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Equity Products & Investment Analytics Intern

ASK Wealth Advisors Private Limited
05.2024 - 07.2024
  • Company Overview: Blackstone Portfolio Company
  • Portfolio Management: Updated NAVs and portfolio holdings for PMS and AIF schemes, tracked stock entry/exit, concentration, and sector allocations.
  • Research & Analysis: Conducted in-depth analyses on themes such as de-dollarization, the chemical sector, and company-specific studies (ABB India, Siemens India).
  • Presentation Development: Enhanced the Primer Deck for internal client recommendations, incorporating AUM, returns, and portfolio insights with visual aids.
  • Performance Analysis: Applied statistical tools to calculate rolling returns and conducted correlation analysis between gold and the S&P BSE Sensex over five years.

Volunteer

Sion Hospital
Mumbai
05.2023 - 06.2023
  • Assisted in 2023 at Sion Hospital in Financial Aid Department

Founder

Bakestory
Mumbai
06.2021 - 10.2022
  • Founded Bakestory, a successful business venture, in 2020 during the pandemic.
  • Demonstrated strong commitment to social responsibility by donating all profits to support underprivileged children in Uran through the Udani Foundation.
  • Developed essential business skills including costing, marketing, budgeting, and accounting.

Business Development Intern

Svenska Hotels
01.2021 - 12.2021
  • Gained valuable experience in business development while working at Svenska Hotels.

Education

Bachelor of Science - Major: Applied Mathematics, Minor: Finance

FLAME University
Pune
05-2025

Grade 12 -

Jamnabai Narsee School
Mumbai
01.2022

Grade 10 -

Don Bosco International School
Mumbai
01.2020

Skills

  • Strong work ethics
  • Creative problem solving abilities
  • Statistical analysis
  • Technical Proficiency: C
  • Technical Proficiency: Python
  • Technical Proficiency: Excel

Certification

  • Python programming certification, The Develearn Institute, 08/01/22
  • Graphic design (Adobe Illustrator, Adobe Photoshop, CorelDraw, and InDesign), The Develearn Institute, 08/01/23

Affiliations

Painting, swimming, baking

Timeline

Equity Products & Investment Analytics Intern

ASK Wealth Advisors Private Limited
05.2024 - 07.2024

Volunteer

Sion Hospital
05.2023 - 06.2023

Founder

Bakestory
06.2021 - 10.2022

Business Development Intern

Svenska Hotels
01.2021 - 12.2021

Bachelor of Science - Major: Applied Mathematics, Minor: Finance

FLAME University

Grade 12 -

Jamnabai Narsee School

Grade 10 -

Don Bosco International School

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NAISHA SHETH