Yogendra Singh
Associate,Investments
Chennai,TN
Summary
Dynamic finance professional with a robust background in valuation, financial modeling, and transaction support within the real estate and capital markets sectors. Expertise in developing institutional-grade models and assessing risk-adjusted returns for transactions exceeding INR 200 crore. MBA graduate recognized on the Dean’s List, actively pursuing opportunities in Investment Banking and Private Equity Associate roles. Currently a registered CFA candidate, committed to leveraging analytical skills and financial acumen to drive impactful investment decisions.
Overview
3
3
years of professional experience
3
3
Certifications
Work History
Associate, Investments
RMZ Corporation
12.2025 - Current
- Worked on advanced Excel-based financial models (DCF, IRR, NPV, sensitivity and scenario analysis) for real estate acquisitions and development projects exceeding INR 200 crore.
- Performed valuation analysis using market comparables, cap rate benchmarking, and cash flow forecasting.
- Prepared investment memoranda and senior management presentations evaluating deal structure, leverage, and downside risk.
- Supported due diligence including financial statement analysis and return optimization.
Private Wealth Operations Associate
AllianceBernstein
12.2024 - 04.2025
- Supported portfolio reporting and operational execution for high-net-worth client accounts.
- Developed client pitch decks and performance materials for advisor meetings.
- Collaborated directly with Wealth Advisors and Client Service Associates to streamline operational functions and support client engagements, demonstrating cross-divisional teamwork.
- Daily Supported Client Service Associates in delivering a seamless client experience by ensuring the efficient execution of operational and service-related tasks.
- Developed and delivered high-quality performance reports 15% efficiently than norm and valuation materials used by senior wealth advisors to enhance investment decision-making and client meetings.
Client Associate
AGF Investments
12.2023 - 09.2024
- Supported institutional and retail portfolios exceeding USD 6 billion AUM.
- Conducted market research using Bloomberg and Morningstar.
Associate, Capital Markets
Lambton College
04.2023 - 10.2023
- Conducted financial modeling, valuation analysis, and due diligence for capital markets case studies.
- Excellent communication skills, both verbal and written.
- Self-motivated, with a strong sense of personal responsibility.
Education
MBA - Finance
Lambton College
Toronto, Canada10-2023
Bachelor of Commerce - Finance
St. Joseph’s College of Commerce
Bengaluru, India12-2020
Skills
Financial Modeling
Valuation
DCF
Capital Markets
Private Capital
Top 5% powerpoint rating on LinkedIn
Excellent communication
Organization and time management
Customer service
Teamwork and collaboration
Advanced excel certification
Certification
CSC Investment Funds in Canada
Timeline
Associate, Investments
RMZ Corporation
12.2025 - Current
Private Wealth Operations Associate
AllianceBernstein
12.2024 - 04.2025
CFI Introduction to capital markets
07-2024
JP Morgan Asset Management
06-2024
CSC Investment Funds in Canada
03-2024
Client Associate
AGF Investments
12.2023 - 09.2024
Associate, Capital Markets
Lambton College
04.2023 - 10.2023
MBA - Finance
Lambton College
Bachelor of Commerce - Finance
St. Joseph’s College of Commerce