Vaibhav Shukla
Bangalore
Summary
Driven finance professional with experience in investment analysis and fundraising, seeking an Analyst position to leverage analytical, communication, and problem-solving skills in a dynamic fundraising environment. Aims to contribute to complex projects and deliver high-quality work.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Research and Investment Analyst
TresVista
Pune
06.2024 - Current
- Got mapped to one of the most prestigious Investment Banks in the world and worked with their extension of the Placements Agent Division (Private Funds Group)
- Provided research and investment analysis to support fundraising efforts.
- Supported fundraising initiatives for private equity, real assets, infrastructure, private debt, and secondaries funds, with fund sizes ranging from $800M to $15B.
- Collaborated with Investor Relations and Origination teams across global offices, including the US, UK, and Hong Kong, to facilitate fundraising activities.
- Developed comprehensive fundraising materials such as DDQs, mandate reviews, market maps, company profiles, fund performance analysis, and VDR reports.
- Aided GP onboarding by conducting detailed market research and preparing impactful pitch materials utilizing Excel, Word, and PowerPoint.
- Facilitated client communication with international teams and contributed to analytical projects, including public comps, transaction comps, and LBO modeling.
Summer Intern
EY
Bangalore
05.2023 - 06.2023
- Supported technology solutions delivery through ERP system utilization and participation in team meetings.
- Explored the application of ERP systems in organizational functions, focusing on Oracle.
- Utilized Oracle to input accounting entries.
- Participated in regular meetings with senior members of the firm.
Internship
Vishalakshi Foundation
Lucknow
- Provided educational support, organized donation drives, and facilitated events for the Vishalakshi Foundation.
- Tutored underprivileged children to support their educational development.
- Organized donation drives, distributing food packages and clothing to those in need.
- Coordinated events to increase the foundation's visibility and community engagement.
Education
Bcom (Honors) -
Christ (Deemed to be University)
Bangalore, India06-2025
Commerce with Mathematics (ISC) -
La Martiniere College
Lucknow, India05.2021
Science (ICSE) -
La Martiniere College
Lucknow, India03.2019
Skills
- Communication Skills
- Adaptability
- Ability to work Under Pressure
- Problem Solving
- Flexibility
- Excel
- Powerpoint
- Team work
Certification
- Future MUN participation Certificate
- MUN In UNSC as a delegate of China
- Financial Markets
- NCC Camp Certificate
- Public Speaking Workshop (Participation)
- Investment Banking
- NCC A Certificate
- CISI Level 1 - Introduction to Securities and Investment
- CISI Level 2 - Global Securities Operations
- CISI Level 3 - Risk in Financial Services
- Financial Modelling in Excel
Hobbies and Interests
- Sport
- Finance and Entrepreneurship
- Music
Personal Information
Gender: Male
Languages
Hindi
First Language
English
Proficient
C2
Timeline
Research and Investment Analyst
TresVista
06.2024 - Current
Summer Intern
EY
05.2023 - 06.2023
Internship
Vishalakshi Foundation
Bcom (Honors) -
Christ (Deemed to be University)
Commerce with Mathematics (ISC) -
La Martiniere College
Science (ICSE) -
La Martiniere College