SOMYA JAIN
Bengaluru
Summary
MBA graduate with experience in financial modeling, valuation, and investment analysis for US-based hedge funds and private investment firms. Proficient in 3-statement and LBO models, industry research, and earnings-driven analysis, complemented by a strong background in data analytics, statistical analysis, and stakeholder-driven insights
Overview
5
5
years of professional experience
2
2
Languages
Work History
Associate
Tresvista
04.2025 - Current
- Built 3-statement financial models and forward projections for a US-based hedge fund to support investment decision-making
- Conducted industry and company research to develop and validate valuation assumptions and financial drivers
- Streamlined clients’ quarterly investment analysis workflows by recalibrating financial models post-earnings releases
- Developed an LBO model for a US-based private investment firm; collaborated directly with the client to align assumptions and evaluate scenarios
- Prepared client-facing decks highlighting key financial insights and investment rationale used in acquisition discussions
- Assisted senior leadership in testing and evaluating an internal AI tool, providing feedback on usability and business applications
Sales & Marketing Intern
Philips
04.2024 - 06.2024
- Conducted utilization analysis of MRI & CT applications across 67 hospitals (3 hospital chains) using quantitative data and structured physician interviews
- Executed statistical root-cause analysis in Excel to identify 5 key factors driving application underutilization
- Developed and presented management-ready recommendations, proposing 2 strategic levers to improve B2B application adoption in collaboration with cross-functional teams
Analyst
Quality Council of India
06.2021 - 05.2023
- Conducted data cleaning on a dataset of over 500k public grievances of 10 ministries and leveraged spaCy to develop an NLP model for identifying the root causes of these grievances
- Automated website access and captcha resolution via selenium and OCR APIs for web-scraping data on scope and impact of schemes/services from ministry portals/dashboards to evaluate ministry performance
- Created monthly reports and interactive Power BI dashboards to showcase performance of each ministry, and built
a Grievance Redressal Index that ranked ministries based on parameters e.g. disposal time and appeal count - Proposed customized solutions to streamline ministry processes by recognizing deficiencies in their functioning
- Devised a PAN India model in consultation with Singapore Gov. for unified Gov. service database system
- Highlighted water-level trends in groundwater hotspots through secondary research and statistical analysi
Education
MBA - International Business
Indian Institute of Foreign Trade
Kolkata03-2025
B.Sc (Hons) - Mathematics
Sri Venkateswara College
New Delhi10-2020
Class XII -
St. Mary's Convent Inter College
Lucknow06-2016
Skills
MS Excel, Python, Power BI, Financial Modelling, Chat GPT
Additional Information
- National Semi-Finalist in Colgate Transcend, IDFC Fame, and Flipkart WiRED case competitions
- CA Foundation cleared; raised ₹3.25 lakh in corporate sponsorships for college cultural events
Timeline
Associate
Tresvista
04.2025 - Current
Sales & Marketing Intern
Philips
04.2024 - 06.2024
Analyst
Quality Council of India
06.2021 - 05.2023
MBA - International Business
Indian Institute of Foreign Trade
B.Sc (Hons) - Mathematics
Sri Venkateswara College
Class XII -
St. Mary's Convent Inter College