Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Accomplishments
Websitesprofiles
Timeline
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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

4
4
years of professional experience
1
1
Certification

Work History

Private Equity Analyst

Amherst
04.2024 - Current
  • Prepare and update investor materials, pitch decks, factsheets, and platform overviews for fundraising and investor relations, ensuring accuracy and alignment with the latest financial data.
  • Collaborate with cross-functional teams across departments to gather inputs, validate information, and maintain updated records for quarterly reports and investor communications.
  • Manage and update the Salesforce CRM system, logging investor interactions, meeting notes, and follow-ups to support business development and relationship management.
  • Support the preparation of due diligence materials, including portfolio fund updates, capital market statistics, and investment track records.
  • Update and maintain structured financial models, including Track Records and Waterfall Models, ensuring consistency across 27+ vehicles on a quarterly basis.
  • Create and maintain Sales Pipeline and Roadshow decks, working closely with senior leadership to reflect active fund pipelines and strategic investor engagements.
  • Coordinate the preparation of internal meeting briefings and lookbooks, compiling key investor insights, bios, and meeting logistics for executive-level discussions.
  • Assist in ad hoc analysis, slide creation, and presentation formatting to support business initiatives and investor communication.

Intern – Finance & Credit

JM Financial Home Loans
Mumbai
09.2021 - 03.2022
  • Maintained MIS reports and input sheets to ensure accurate financial data organization and tracking.
  • Acted as a liaison between branches and affiliated companies to streamline communication and coordination.
  • Conducted financial reconciliations and supported due diligence by reviewing KYC, income statements, and credit ratings.
  • Assisted in risk assessment and preparation of reports for loan approval decisions.
  • Coordinated with internal teams and clients to ensure timely loan processing within set turnaround times.

Education

PGDM - Finance

Thakur Global Business School
Mumbai, India
04-2024

Bachelor of Management Studies -

KES Shroff College
Mumbai, India
04-2021

Skills

  • Ms Office
  • Advance Excel
  • Presentation development
  • Credit Analysis
  • Analytical Thinking
  • Salesforce CRM
  • Due diligence
  • Relationship management

Affiliations

  • TGBS Alumni Cell, 2022-24
  • TGBS SRC Cell, 2022-24

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
  • Advanced Excel & Macros Programme, 07/02/25

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)

Websitesprofiles

  • Www.linkedin.com/in/vrushil-jobanputra-b68b78214
  • Https://bold.pro/my/vrushil-jobanputra-231109112834

Timeline

Private Equity Analyst

Amherst
04.2024 - Current

Intern – Finance & Credit

JM Financial Home Loans
09.2021 - 03.2022

PGDM - Finance

Thakur Global Business School

Bachelor of Management Studies -

KES Shroff College

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