Vaani Mehta

1. Conducted financial research using SEC filings, including 10-K and 10-Q reports, to support equity research and investment analysis. 2. Analyzed company and portfolio data across reporting periods, including net assets, portfolio values, and LTM financial metrics. 3. Used Microsoft Excel to update, organize, validate, and reconcile financial data, ensuring accuracy and consistency across reporting outputs. 4. Reviewed company disclosures and extracted relevant financial information to enhance equity research and investment analysis. 5. Identified and investigated inconsistencies across financial datasets, improving overall data accuracy and reliability for investment decisions. 6. Gained practical experience in financial statement analysis, investment research, EBITDA-related analysis, and interpretation of key financial metrics, contributing to informed investment strategies.

• Conducted literature reviews to support ongoing research projects.
• Collaborated with team members on data collection and analysis.
• Assisted in preparing presentations for stakeholder meetings.

1. BBA Specializations — Marketing Management & Entrepreneurship: Coursework and applied exposure across brand development, consumer behavior, marketing strategy, entrepreneurship, fieldwork and business case studies, with a focus on strategic problem-solving and brand building.
2. Luxury & Strategic Management: Academic exposure to luxury management, brand positioning, consumer insights, market research and strategy development, with emphasis on building differentiated brands and sustainable growth.
3. CFA Program: Level I Candidate: Active CFA Level I Candidate with developing knowledge of financial statement analysis, corporate finance, equity investments, portfolio management and investment analysis.
4. Academic Record: Class XII 90% and Class X: 92%