Stuti Awasthi
Assistant Manager, Investment Banking
Summary
Finance professional with hands-on experience in investor coordination, deal execution, and due diligence support across private equity and capital markets. Adept at managing investor communications, organizing diligence workflows, reviewing financial summaries, and tracking deal timelines. Strong analytical mindset with a proactive approach to stakeholder management, CRM documentation, and process optimization. Proven ability to integrate AI tools for workflow efficiency and cross-functional collaboration in fast-paced environments. Seeking to contribute to a mission-driven, globally collaborative investment team.
Overview
2
2
years of professional experience
Work History
Assistant Manager – Investment Banking
Swastika Investmart Limited
04.2023 - Current
- Serve as a key point of contact for investors during live funding rounds and Pre-IPO placements, facilitating seamless communication across stakeholders.
- Lead diligence workflows including data collection, Q&A tracking, vendor coordination (legal, financial modeling, VDR providers), and timeline management.
- Conduct light financial analysis and prepare investment summaries by reviewing company decks, CIMs, and financial models.
- Maintain investor records and track deal milestones using CRM and internal tools; streamline reporting and status updates.
- Build and manage a network of 200+ investors including PE/VC firms, HNIs, and family offices, supporting long-term relationship development.
- Introduced AI-based automations and templates to reduce turnaround time on deliverables, enabling quicker responses to investor inquiries.
- Regularly prepare professional investor communications, presentations, and status reports, ensuring clarity and consistency across teams.
Investment Analyst Intern
Ironhold Capital
04.2022 - 08.2022
- Company Overview: New York (Remote)
- Collaborated with a US-based investment team to perform equity research and financial analysis on prospective acquisition targets.
- Reviewed 10-Ks and investor materials, built valuation models (DCF), and summarized business profiles.
- Supported investor communications and internal memo preparation for ongoing deals.
- New York (Remote)
Education
MBA - Finance
NMIMS Indore
12.2023
BBA - Finance
NMIMS Indore
12.2020
Skills
- Investor Relations
- Equity Funding Advisory
- Business Profiling & Investment Research
- Stakeholder Communication
- Due Diligence
- Deal Tracking
- CRM Reporting
- Global Client/Investor Exposure
- Team leadership
- Remote Collaboration
- Strategic thinking
- Performance reviewing
- Process Automation using AI Tools
- Cross-Team Coordination
Accomplishments
- Supported capital raises of ₹100 Cr+ across early-growth and Pre-IPO companies.
- Successfully led coordination of 12+ anchor allocations in high-pressure timelines.
- Built a scalable investor update/reporting format adopted across multiple deals.
- Streamlined vendor sourcing and achieved cost savings for legal, pitch, and diligence tasks through strategic negotiation.
- Enhanced team productivity by training analysts on AI and workflow automation.
- Nominated for Chairman & Managing Director Excellence Award-Investment Banking 2025
Certifications And Courses
- NISM-Series-IX: Merchant Banking Certification
- Be10X: Masters in AI Tools Workshop
- Bloomberg Market Concepts
- Company Reports: Understanding 10-Ks (Coursera)
- Microsoft Excel for Business (GoSkills)
Timeline
Assistant Manager – Investment Banking
Swastika Investmart Limited
04.2023 - Current
Investment Analyst Intern
Ironhold Capital
04.2022 - 08.2022
BBA - Finance
NMIMS Indore
MBA - Finance
NMIMS Indore
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