Summary
Overview
Work History
Education
Skills
Certification
Other Accomplishments
Timeline
Hi, I’m

Prajal Jain

Analyst- Investments & Portfolio
Mumbai
Prajal Jain

Summary

Dynamic investment enthusiast with a proven track record, experienced in collaborating with listed companies, promising startups, and high-net-worth family offices across diverse sectors. Detail-oriented and personable, with unwavering ethical standards, I specialize in performing risk assessment procedures on key business activities. Proficient in business and finance, I am currently working as an investment analyst at a VC firm. My goal is to secure a position where I can contribute to organizational growth with my analytical, research, technical, and problem-solving skills. With hands-on experience in financial modeling and analysis, I aim to provide valuable insights and support, aligning my expertise with the organizational mission for sustained success.

Overview

4
years of professional experience
7
years of post-secondary education
5
Certifications

Work History

BeyondSeed
Mumbai

Investment Analyst
01.2024 - Current

Job overview

  • Improved information flow within the team by implementing an effective communication strategy for sharing market insights and updates
  • Facilitated investments totaling 8+ crores in 6 startups across IoT, Consumer Tech, Petcare, and FMCG sectors, ensuring thorough due diligence and strategic alignment.
  • Managed entire deal process from sourcing to fund disbursement, coordinating with due diligence partners and legal teams to ensure smooth transaction closures.
  • Led weekly funding calls to build investment consensus, and explored potential synergies for investee products in MENA and SEA markets, enhancing growth opportunities.

Artha Venture Fund

Investment Intern
12.2022 - 03.2023

Job overview

  • Spearheaded industry research across sectors like D2C, FinTech, ClimateTech, Aviation, and AgriTech. Delivered insightful reports well-received by the Principal.
  • Actively participated in over 50 startup pitch calls, analyzing business models and financial structures. Facilitated weekly reviews for partners, contributing to informed investment decisions.
  • Collaborated on marketing and competitive positioning for portfolio companies. Key contributor to crafting an exit strategy for an EdTech company. Conducted financial modeling and valuations of listed companies for family office investments.

Singhi & Co., Chartered Accountants

Audit & Assurance Assistant
09.2019 - 09.2022

Job overview

  • Excelled in statutory audit, financial and legal due diligence, risk advisory, and governance disclosures across diverse industries, including paper, oil & energy, textile, cement & real estate, metals, health-tech, tire, and BFSI.
  • Identified and communicated observations at a health insurance company, resulting in cash savings of INR 2.5 million and a positive P&L impact of INR 28 million.
  • Played a pivotal role in a cross-border due diligence assignment, identifying red flags that influenced the EBITDA and valuation multiple of the target company.
  • Managed a team of 5 in the statutory audit of an infrastructure company (turnover > INR 5000 million) and limited review assignments of an NBFC classified as a core investment company (assets > INR 250 billion). Contributed to firms' flagship assignments, including CSA of India's largest Maharatna oil company and internal audit of India's premier ship classification society.
  • Gained exposure to niche M&A transactions, such as the first-time consolidation of a listed paper manufacturing company and the reverse merger of a listed yarn and textile company. Key contributor to building financial models for materiality determination in listed company audit assignments.

Education

H. R. College of Commerce And Economics
Mumbai

Bachelor of Commerce
04.2018 - 10.2020

University Overview

7.9 CGPA

RBK School
Mumbai

10th Grade-ICSE
06.2007 - 05.2015

University Overview

94.83% (Rank 1 in Commerce Section)

ICAI
India

CA Final
05.2019 - Current

University Overview

Passed CA Final Group 2 with 2 exemptions

Passed CA Intermediate in 2019 with 4 exemptions

Skills

Financial Modeling and Valuation

Certification

CFA Level II cleared- CFA Institute, USA

Other Accomplishments

Other Accomplishments
  • Best Presenter (1st Rank) - ICAI (WIRC) for General Management and Communication skills
  • Co-founded Math club of Junior College in FY 2016-17
  • E-mail appreciation by Co-founder of a health tech startup for AS 26 accounting set up

Timeline

Investment Analyst
BeyondSeed
01.2024 - Current

CFA Level II cleared- CFA Institute, USA

08-2023

Certified Financial Planner (CFP)- FPSB Ltd., India

05-2023

Certificate in Financial Modeling and Valuations (Cmfv)- The WallStreet School India

05-2023
Investment Intern
Artha Venture Fund
12.2022 - 03.2023

Venture Capital and Private Equity- NSE India

02-2022
Audit & Assurance Assistant
Singhi & Co., Chartered Accountants
09.2019 - 09.2022

Research Analyst Series XV- NISM (Renewed in 2023)

07-2019
ICAI
CA Final
05.2019 - Current
H. R. College of Commerce And Economics
Bachelor of Commerce
04.2018 - 10.2020
RBK School
10th Grade-ICSE
06.2007 - 05.2015
Prajal JainAnalyst- Investments & Portfolio