Sana Varma
Research Analyst
Mumbai
Summary
Polished investment professional with expertise in fundraising, financial analysis, and AI-driven investment research. Skilled in due diligence, data validation, and market intelligence, I work closely with UHNWIs to secure high-value opportunities. With a CFA Level 1 and a Master’s in Advanced Accountancy, I combine technical insight with strong relationship management—because in finance, numbers matter, but so do the people behind them.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
1
1
Certification
4
4
Languages
Work History
Fundraising & Investment Associate (Consultant)
Imobuy Capital
08.2021 - 07.2022
- Engaged with UHNWIs and institutional investors on $50M+ opportunities
- Conducted market research, due diligence, and investor outreach
- Prepared investment documentation and presentations
- Managed investor relations and led recruitment efforts
- Supported senior team in deal discussions and communications
Research Analyst (Now Promoted to Senior Analyst)
Accrete AI
09.2021 - Current
- Trained an NLP-based ML model (Topic Deltas) on S&P 500 earnings calls, enhancing predictive accuracy
- Delivered sentiment scores for S&P 500 companies on Rumour Hound, evaluating ESG practices and industry rumours for institutional investors
- Conducted financial and economic research on key investment trends
- Contributed to Money Flow, tracking capital shifts to help investors identify emerging opportunities
- Worked with domain experts to refine user experience and assist in financial AI product development
Trainee (Foreign Bank Audits)
Borkar and Muzumdar Chartered Accountants
03.2016 - 02.2017
- Conducted monthly audits for Treasury, Trade Finance, and Money Market Operations
- Performed Nostro, Vostro, and Balance Sheet reconciliations
- Verified tax returns, letters of credit, and international remittances
Education
Master’s in Commerce - Advanced Accountancy
H. R. College of Commerce and Economics
01.2018 - 01.2020
Bachelor’s in Commerce - Accountancy
H. R. College of Commerce and Economics
01.2014 - 01.2017
CFA Level 1 - undefined
Skills
- MS Office (Excel, PowerPoint, Word)
- Due Diligence & Investment Research
- Market Research & Competitive Analysis
- Recruitment & relationship management
- Documentation & communication
Certification
CFA Level1
Hobbies
- Arts & Cultural Events
- Fine Dining & Gastronomy
- Reading
- Watching 2000s TV Shows
- Travel
Timeline
Research Analyst (Now Promoted to Senior Analyst)
Accrete AI
09.2021 - Current
Fundraising & Investment Associate (Consultant)
Imobuy Capital
08.2021 - 07.2022
Master’s in Commerce - Advanced Accountancy
H. R. College of Commerce and Economics
01.2018 - 01.2020
Trainee (Foreign Bank Audits)
Borkar and Muzumdar Chartered Accountants
03.2016 - 02.2017
Bachelor’s in Commerce - Accountancy
H. R. College of Commerce and Economics
01.2014 - 01.2017
CFA Level 1 - undefined
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