Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Vansh Sovasaria

BANGALORE

Summary

As an aspiring finance student and a graduate with a Bachelor of Commerce integrated with investment banking – US CMA and US CFA, my objective is to leverage my academic background and passion for finance to contribute effectively to a dynamic business environment. With a certain understanding of financial statements, I possess the ability to analyze them and make data-driven decisions. Incorporating daily learnings into practical aspects is what drives me to learn and move forward always.

Overview

2
2
years of professional experience
2
2
Certifications

Work History

Investment Analyst Intern

IIFL Capital
BANGALORE
10.2025 - 01.2026
  • Supported senior analysts in preparing detailed investment reports and presentations.
  • Collaborated with team members to evaluate portfolio performance and recommend adjustments.
  • Monitored existing portfolio companies' performance relative to their peers in order to identify any underperforming assets or sectors that may require further investigation.
  • Formulated strategies for exiting positions at optimal times in order to maximize return on capital invested.

Equity Research Intern

Tijori Finance
BANGALORE
07.2024 - 09.2024
  • Built comprehensive databases of publicly available information pertaining to a variety of sectors.
  • Monitored stock performance and compiled relevant data for analysis.
  • Participated in team meetings to present findings and share insights.
  • I worked on an IPO project, analyzed all the mainboard IPOs from 2021 to 2024, and produced great insights.

Education

Bachelor of Commerce - Accounting And Finance

Jain University
BANGALORE,INDIA
04-2025

Commerce - Accounting And Finance

The Heritage School
KOLKATA,INDIA
04-2022

Skills

  • Investment research
  • Asset allocation
  • Fixed income analysis
  • Wealth management portfolios
  • Effective communication
  • Capital markets
  • Investment strategies
  • Performance monitoring
  • Presentation skills
  • Microsoft Excel proficiency

Certification

NISM XA INVESTMENT ADVISOR LEVEL 1

Timeline

Investment Analyst Intern

IIFL Capital
10.2025 - 01.2026

Equity Research Intern

Tijori Finance
07.2024 - 09.2024

Bachelor of Commerce - Accounting And Finance

Jain University

Commerce - Accounting And Finance

The Heritage School
Vansh Sovasaria