Yash Tyagi
Finance Professional / Cfa Level 2 Cleared
Sambhal
Summary
Highly motivated finance graduate seeking opportunities in corporate finance, investment analysis, and financial modelling. Strong understanding of mutual funds, valuation techniques, and financial statement analysis with hands-on internship experience in client-focused financial advisory.
Overview
2
2
Certifications
Work History
Bajaj Capital
- Assessed clients’ age, risk appetite, and investment goals to recommend suitable mutual fund schemes.
- Assisted in mutual fund selection based on investor preferences and financial objectives.
- Developed understanding of equity, debt, and hybrid mutual fund products.
- Supported senior advisors in explaining risk–return trade-offs to clients.
Education
BBA - Finance
University of Petroleum and Energy Studies
01.2023
Skills
Financial Modeling & Company Valuation
Relative & Transaction Valuation
MS Excel (VLOOKUP, HLOOKUP, Pivot Tables, INDEX, Financial Functions)
Financial Statement Analysis
Certification
CFA Level I – Cleared (90th Percentile)
Timeline
Bajaj Capital
BBA - Finance
University of Petroleum and Energy Studies