Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic

Vaibhav Srivastava

Gurugram

Summary

Capital strategist with extensive experience at SquareYards, specializing in strategic portfolio management. Developed and executed tailored strategies that significantly increased returns while minimizing risks. Expertise in client relationship management, consistently negotiating terms that enhance profitability and deliver measurable value.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Head of Capital Strategy | Returns & Portfolio

Square Yards
Gurugram
05.2025 - Current
  • Repositioned ₹200Cr+ in underperforming assets, increasing project IRRs from 11% to 17%.
  • Built and managed bespoke portfolios for over 70 HNI and NRI clients, ensuring investment goals aligned with tax efficiency.
  • Applied advanced analytics to evaluate asset performance and uncover high-yield opportunities.
  • Led cross-functional teams across finance, legal, sales, and development to execute capital plans effectively.

Senior Portfolio Manager | National Key Accounts

SquareYards
Gurugram
01.2025 - 05.2025
  • Implemented financial strategies that maximized profits and effectively reduced costs.
  • Managed diverse portfolios, optimizing asset allocation to enhance returns, and minimize risks.
  • Collaborated with cross-functional teams to align portfolio management with financial planning.
  • Developed customized portfolio management strategies addressing specific client objectives.

Associate

Velocity
Pune
07.2024 - 01.2025
  • Developed advanced financial models, including DCF and LBO, to support valuation analyses.
  • Conducted in-depth industry research and competitor benchmarking for strategic insights.
  • Created investment memos, pitchbooks, and performance dashboards for M&A and fundraising efforts.
  • Partnered with global clients to clarify requirements and present actionable recommendations.

Summer Intern

SLMG Beverages Pvt Ltd
Lucknow
05.2023 - 06.2023
  • Analyzed historical financial statements for insights into business operations.
  • Prepared balance sheets, income statements, and cash flow statements per Generally Accepted Accounting Principles.
  • Assisted in preparing audit documents, including reconciliations and journal entries.
  • Processed financial aid documents and conducted verification of information.
  • Provided financial advice to guide stakeholder strategies.

Outreach Strategist Intern

Crescent Media
Lucknow
03.2023 - 04.2023
  • Executed community outreach and managed public relations to foster engagement.
  • Developed strategic marketing plans and created compelling content.
  • Conducted digital marketing initiatives to enhance online presence and reach target audiences.

Strategy Intern

Breakthrough NGO
Lucknow
06.2022 - 07.2022
  • Conducted primary data collection through surveys to support community development initiatives.
  • Performed comprehensive data analysis to inform strategic decision-making.
  • Participated in fundraising activities to secure resources for community projects.

Education

B.Sc. - Economics Honours

Symbiosis School of Economics
Pune
05.2024

Skills

  • Communication and leadership skills
  • Portfolio management
  • Financial analysis and resource management
  • Data analysis
  • Project management
  • Market research
  • Strategic thinking
  • Chartered management consultant
  • Profitability improvement
  • Equity research
  • Investment analysis

Accomplishments

  • Won Marketing Excellence Award for boosting customer engagement by 20% through direct marketing.
  • Improved financial analysis efficiency by 30% with strategic insights.
  • Increased outreach reach by 25% using digital-first strategies.
  • Enhanced data collection by 15% via advanced survey techniques.
  • Boosted client engagement scores by 30% with personalized strategies.
  • Developed financial models, improving forecast accuracy by 25%.
  • Drove a 40% jump in digital campaign conversions in two months.
  • Raised $20,000 for community projects during internship.

Languages

Hindi
First Language
English
Proficient (C2)
C2
Spanish
Elementary (A2)
A2

Certification

  • Introduction to Corporate Finance by the Wharton School
  • Crash course in Data Science by John Hopkins University

Timeline

Head of Capital Strategy | Returns & Portfolio

Square Yards
05.2025 - Current

Senior Portfolio Manager | National Key Accounts

SquareYards
01.2025 - 05.2025

Associate

Velocity
07.2024 - 01.2025

Summer Intern

SLMG Beverages Pvt Ltd
05.2023 - 06.2023

Outreach Strategist Intern

Crescent Media
03.2023 - 04.2023

Strategy Intern

Breakthrough NGO
06.2022 - 07.2022

B.Sc. - Economics Honours

Symbiosis School of Economics
Vaibhav Srivastava