SRIRAM NERKAR

Dynamic finance professional with experience in both buy-side and sell-side institutional equity research, excelling in financial modeling, valuation, and sensitivity analysis via Microsoft Excel, with brief exposure to the Bloomberg Terminal. Proficient oral and written communication, apt for client pitches, interactions, and presentations.

• Appeared for CFA Level 2, awaiting results on July 1, 2025
• National Institute of Securities Markets (NISM) Mutual Fund Distributors Certificate
• ICAI Commerce Wizard Competition: a 2-round pan-India competition organized by the Institute of Chartered Accountants of India, cleared round 1, and finished in the top 1,000 out of the 100,000+ contestants who participated in round 2
• 2-day DCF valuation seminar certification
• FIP (Federation of Indian Professionals) Portfolio Management Course
• UBC Worldwide (University Business Challenge): a UK-wide inter-university business competition

• Vice captain of the U-16 and U-18 high school cricket teams, awarded MVP and MIP in the two age groups, respectively
• An intern at Stem Baala NGO taught underprivileged kids from vernacular medium schools to operate basic tools on computers
• Participant at 'Cancervive' event Participated in an overnight walkathon to raise funds and pay tribute to cancer patients.
• Social work at a village in Indonesia lent a hand to Indonesian laborers with the construction of a school in the village