Hi, I’m
Yash Sharma
Financial Analyst
Noida
Summary
Experienced Financial Analyst with two years of expertise specializing in alternative investments, including Private Equity, Real Estate, Private Debt, Infrastructure, Secondaries, and Agriculture asset classes. Adept at conducting both primary and secondary financial research, analyzing investment trends, and evaluating compliance with ESG standards. Proficient in reviewing and interpreting financial statements, SEC filings, and annual reports for Limited Partners (LPs) and General Partners (GPs).
Overview
4
years of professional experience
5
years of post-secondary education
3
Certifications
Work History
SK. Mittal & Co. CA
Finance Intern
06.2021 - 12.2021
Job overview
- Prepared and posted financial journal entries using technically relevant software.
- Supported organizational account management duties under direct supervision.
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Analyzed financial statements to identify trends and provide valuable insights for decision-making.
Ascentrik Research Pvt. Ltd.
Financial Analyst
08.2022 - Current
Job overview
- Conduct primary and secondary financial research on alternative investments, including Private Equity, Real Estate, Private Debt, Infrastructure, Secondaries, and Agriculture asset classes
- Identify and evaluate investment opportunities for Limited Partners (LPs) and General Partners (GPs), while tracking investment patterns on annual, semi-annual, and quarterly bases
- Analyze LPs' and GPs' financial reports, standalone and consolidated financial statements, SEC filings, and factsheets to assess investment performance and strategy
- Ensure compliance with Environmental, Social, and Governance (ESG) standards by researching and assessing LPs and GPs' adherence to ESG guidelines
- Develop comprehensive financial models to support business planning, forecasting, and strategic decision-making
- Lead and manage a team of 8 analysts, driving improvements in analysis quality and providing mentorship to enhance team performance
- Facilitate 4-5 client meetings per week, aligning financial strategies with client goals and providing data-driven insights to guide investment decisions
Education
Graphic Era UniversityDehradun, India
MBA from Finance & Logistic & Supply Chain
01.2020 - 01.2022
Pt. Deen Dayal Updhayaya Management CollegeMeerut
BCA from Computer Applications
01.2017 - 01.2020
Skills
Market Research & Valuation
Certification
Basics of Finance (HP Life)
Activities
- Organized Business Fair at Pt. Deen Dayal Upadhyaya Management College, Meerut.
- Took part in many PowerPoints competition in Graphic Era Deemed University.
Timeline
Financial Analyst
Ascentrik Research Pvt. Ltd.
08.2022 - Current
Finance Intern
SK. Mittal & Co. CA
06.2021 - 12.2021
Graphic Era University
MBA from Finance & Logistic & Supply Chain
01.2020 - 01.2022
Pt. Deen Dayal Updhayaya Management College
BCA from Computer Applications
01.2017 - 01.2020
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