BBA - Finance
University of Massachusetts Amherst
Massachusetts, United States 05.2025
Naman Modi
Mumbai
Summary
Analytical and driven BBA Finance graduate from the University of Massachusetts Amherst (GPA: 3.53), with hands-on experience in equity research, credit analysis, and alternative investments. Delivered high-impact financial reports and investment thesis through internships at Niveza Investments and Edelweiss Alternatives. Proficient in Excel, Python, financial modeling, technical analysis, and valuation methods. Adept at synthesizing complex data into actionable investment insights and communicating findings with senior stakeholders. Eager to contribute to dynamic investment banking teams with a strong foundation in research, strategy, and financial analysis.
Education
Work History
Equity Research Analyst Intern
Niveza Investments
Mumbai
05.2024 - 07.2024
- Analyzed future growth opportunities in the oil and gas sector, integrating findings into investment strategy.
- Prepared comprehensive reports on Greaves Cotton Ltd and Udayshivkumar Infra, highlighting key financial insights and growth potential.
- Led one negotiation meeting with the company secretary of a potential investment, effectively communicating the fund’s financial expectations, and evaluating the company's upcoming projects, aligning terms with the fund's investment criteria.
- Conducted factory visits and meetings with portfolio companies to enhance relationships and ensure strategic alignment, recommended 'Dreamfolks Services Ltd' as an investment opportunity after comprehensive market research.
Equity Research Analyst Intern
Niveza Investments
Mumbai
12.2023 - 02.2024
- Conducted comprehensive market and financial research on Asian Energy Services Limited, analyzing industry trends, competitive landscape, and financial health to support investment decisions.
- Created and delivered an investment report and detailed PowerPoint presentation to senior management, highlighting key financial metrics, market position, and strategic growth opportunities.
- Engaged directly with Asian Energy’s executive team through meetings and site visits, validating research findings, and gathering qualitative insights.
- Collaborated with senior analysts to refine investment strategies, contributing to investment theses, and detailed reports for the investment committee.
Credit Analyst Intern
Edelweiss Alternatives
Mumbai
08.2023 - 09.2023
- Conducted and generated two in-depth market analyses, both regionally and globally, to identify potential alternative investment opportunities, contributing to informed decision-making by the private credit team.
- Demonstrated strong analytical skills by preparing three presentations and one overall database that documented all alternative investments made, allowing for easy tracking of investment performance and trends.
- Enhanced team competitiveness by developing a comprehensive database of deals in the alternative industry.
- Ensured compliance with relevant guidelines and standards by staying informed about industry trends and regulations.
Skills
- Excel
- Python
- PowerPoint
- Financial analysis
- Negotiation skills
- Technical analysis
- Equity research
- Trading strategies
- Credit analysis
- AI Proficiency
Languages
English
First Language
Hindi
Proficient (C2)
C2
Gujarati
Proficient (C2)
C2
Spanish
Elementary (A2)
A2
Timeline
Equity Research Analyst Intern
Niveza Investments
05.2024 - 07.2024
Equity Research Analyst Intern
Niveza Investments
12.2023 - 02.2024
Credit Analyst Intern
Edelweiss Alternatives
08.2023 - 09.2023
BBA - Finance
University of Massachusetts Amherst
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