Yash Sharma

Experience

• 

  Troofal Interactive

  Oct 2017 - Apr 2018

  Content Writer

  Wrote engaging content for the company clients, assisting them with marketing materials and articles for their websites

• 

  Preserve Consultancy Services Pvt Ltd

  Jun 2019 - Aug 2019

  Finance Intern

  · Managed clients worth Rs 8,00,000 in revenue by advising on investment decisions and generated an additional Rs 2,00,000 through lead generation· Consulted clients on insurance and financial products for better financial planning· Received a near-perfect score of 47/50 in the Summer Mentor Evaluation, the highest score among all the interns

• 

  TresVista

  Nov 2020 - May 2023

  · Assisted private equity, and alternative asset management firms with AUM ranging from $500bn in AUM on tasks associated with deal execution, portfolio management, and investor relations in various geographies and sectors· Conducted company & industry-level research, and worked on commercial rent-roll models for European Real Estate private equity deals· Achieved fast-track promotion to the role, and supported the team with deliverable quality control and client communication · Assisted alternative and private equity investment managers with AUM over $40bn, handling modeling and valuation tasks for the live deal projects along with industry landscaping· Undertook a 3-week training on GAAP Accounting, Accretion/Dilution Analysis, and DCF

  • Senior Analyst - Research and Investment Services

    Jul 2022 - May 2023

  • Analyst - Research and Investment Services

    Nov 2020 - Jun 2022
• 

  Niveshak - Finance and Investment Club

  Sept 2023 - now

  Office Bearer
• 

  HSBC

  Apr 2024 - May 2024

  Summer Intern - Investment Banking