Summary
Overview
Work History
Education
Skills
Software
Certification
Timeline
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Vishal Pawar

Vishal Pawar

West Haven, CT

Summary

Dynamic and driven soon-to-be MBA graduate with a keen focus on finance, eager to bring a fresh perspective to an Investment Analyst Intern, Private Equity Research Intern, or Financial Analyst Intern role. Armed with a solid academic background in finance and a passion for financial markets, I possess a deep understanding of financial modeling, market analysis, and investment strategies.

My skill set includes robust quantitative analysis, critical thinking, and advanced proficiency in tools like Excel,Bloomberg and FactSet bolstered by hands-on project experience during my MBA coursework. Known for my analytical acumen and ability to distill complex financial data into actionable insights, I am ready to contribute meaningfully to a team while deepening my practical understanding of investment dynamics.

My adaptability, eagerness to learn, and commitment to excellence make me an ideal candidate to navigate the complexities of today's financial landscape and deliver value in a high-paced, challenging internship environment.

Overview

3
3
years of professional experience
5
5
years of post-secondary education
1
1
Certification

Work History

Finance and Marketing Analyst Intern

Plootus
New Haven, CT
06.2023 - Current
  • Conduct comprehensive financial research and analysis to support portfolio management and inform investment decisions.
  • Perform meticulous due diligence on prospective investments, upholding strict compliance with regulatory standards.
  • Assist in the management of risk, overseeing assets, and maintaining robust client relations.
  • Communicate investment recommendations and asset allocation strategies effectively to stakeholders.
  • Execute detailed due diligence and portfolio analysis, managing investment risks and striving for optimal fund performance.

Equity Research Intern

EquiValueSearch
Mumbai
01.2022 - 09.2023
  • Engaged in both Fundamental and Technical Analysis, utilizing a range of strategies to generate comprehensive sectoral reports.
  • Conducted thorough evaluations of information to determine investment viability and participated in portfolio rebalancing.
  • Integral in integrating ESG (Environmental, Social, and Governance) analysis into Morgan Stanley's primary research processes.
  • Developed a detailed equity research report using EIC (Economy, Industry, and Company) Analysis.
  • Managed the Research Analyst team's calendars, ensuring efficient scheduling of both internal and external meetings.

Financial Planning and Analysis Intern

Finladder
Delhi
01.2021 - 12.2021
  • Conducted analysis of equity reports and creditors' financial statements to evaluate investment opportunities, applying day trading strategies.
  • Developed and implemented sophisticated financial models and process analysis techniques.
  • Utilized expertise in retirement modeling, investments, and risk management, serving as a Subject Matter Expert (SME).

Education

MBA - Financial Analytics

University Of New Haven
New Haven, CT
09.2022 - Current

Bachelor of Commerce - Accounting And Finance

Thakur College of Science And Commerce
Mumbai, India
05.2014 - 04.2018

Skills

Financial Modeling, Financial Statement Analysis

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Software

MS Excel

PowerBI

Bloomberg

FactSet

Certification

CFA Level 1 (Currently Pursuing)

Timeline

Finance and Marketing Analyst Intern

Plootus
06.2023 - Current

MBA - Financial Analytics

University Of New Haven
09.2022 - Current

Equity Research Intern

EquiValueSearch
01.2022 - 09.2023

Financial Planning and Analysis Intern

Finladder
01.2021 - 12.2021

Bachelor of Commerce - Accounting And Finance

Thakur College of Science And Commerce
05.2014 - 04.2018

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Vishal Pawar