VRUSHIL JOBANPUTRA
Mumbai
Summary
Dynamic and results-oriented finance professional with an MBA in Finance and experience as a Private Equity Analyst. Specializing in financial management, investment analysis, and portfolio optimization, with a strong foundation in risk assessment and strategic planning. Adept at developing and presenting detailed financial models, supporting fundraising efforts, and maintaining comprehensive investor relations materials for senior leadership. Experienced in working with cross-functional teams to track and update portfolio performance, while utilizing CRM tools to manage and record investor interactions. Proven ability to communicate complex financial insights effectively to diverse stakeholders and contribute to the growth and success of the firm through data-driven decision-making
Overview
3
3
years of professional experience
1
1
Certification
Work History
Private Equity Analyst
Amherst
04.2024 - Current
- Create informative materials on investors for senior leadership consumption
- Support in presentation development, quarterly updates, tracking, and maintaining a library of collateral used in fundraising efforts
- Work with internal team members in the US to maintain records of interactions with investors and generating helpful status updates using our internal Client Relationship Management (CRM) tool
- Work with the diligence request and quarterly updates of portfolio funds
Intern (Credit)
JM Financial Home Loans
Mumbai
05.2023 - 07.2023
- Evaluating clients' credit data and financial statements in order to determine the degree of risk involved in lending money to them
- Preparing reports about the degree of risk in lending money to clients
- Reviewing KYC, income statement, credit ratings of clients as due diligence
- Coordinating with customer, internal departments to approve the loan within defined turnaround time
Intern (Finance)
JM Financial Home Loans
Mumbai
09.2021 - 03.2022
- Collating and maintaining MIS to ensure comprehensive data organization and analysis
- Serving as an intermediary between branches and linking up with affiliated companies for streamlined communication
- Conducting reconciliation processes to ensure accuracy and consistency in financial records
- Generating innovative ideas to enhance processes and contribute to overall improvement
- Maintaining an input sheet for systematic data recording and tracking
Education
PGDM - Finance
Thakur Global Business School
Mumbai, India04-2024
Bachelor of Management Studies -
KES Shroff College
Mumbai, India04-2021
HSC -
Thakur College of Science And Commerce
Mumbai, India04-2018
Skills
- Ms Office
- Advance Excel
- Problem-Solving
- Credit Analysis
- Analytical Thinking
- Salesforce CRM
Affiliations
- Placement Committee, KES SHROFF College, 2018-2020
- Organization Committee, KES SHROFF College, 2018-2021
- Active Member, TGBS Alumni Cell, 2022-Present
- Active Member, TGBS SRC Cell, 2022-Present
Certification
- Web Designing (Html, CSS, JavaScript), Burhani Institute, 07/01/18
- Advanced Excel course, Burhani Institute, 07/01/18
- Introduction to Commercial Credit Analysis, Credit Risk and Lending, Udemy, 01/01/23
- Fundamentals of Credit, CFI (Corporate Finance Institute), 01/01/23
- Fundamental of Mutual Funds, TGBS, 12/01/22
- NISM-Series-XII: Securities Markets Foundation Certification, 01/01/23
- Scientific computing with Python, freecodecamp
- Equity Trading and Investment, Imarticus, 07/01/23
Accomplishments
- Team Lead Campaigning in Finance Conclave at Thakur Global Business School (2022)
- Team Lead Sponsorship in Finance Conclave at Thakur Global Business School (2023)
Hobbies and Interests
- Data Analysis
- Financial Market
- Travelling
- Sports & Esports
- Photography
Websitesprofiles
- Www.linkedin.com/in/vrushil-jobanputra-b68b78214
- Https://bold.pro/my/vrushil-jobanputra-231109112834
Timeline
Private Equity Analyst
Amherst
04.2024 - Current
Intern (Credit)
JM Financial Home Loans
05.2023 - 07.2023
Intern (Finance)
JM Financial Home Loans
09.2021 - 03.2022
PGDM - Finance
Thakur Global Business School
Bachelor of Management Studies -
KES Shroff College
HSC -
Thakur College of Science And Commerce
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