Ishaan Oza, CFA
Summary
CFA Charterholder and recent Equity Research Analyst pivoting to Digital Asset Advisory. Specialised in Aerospace & Defence at Rothschild & Co, providing fundamental analysis and strategic insights to institutional clients. Combines deep financial modelling rigour with expert knowledge of the Web3 / RWA landscape. Proven ability to produce high-quality written research and translate complex technical developments into actionable business strategies for stakeholders. Currently working on a DePIN Project, helping founders structure FCA-compliant tokenomics and institutional investment theses.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Independent Consultant
DePIN Start-Up
London
12.2025 - Current
- Commissioned to author the strategic whitepaper for a stealth UK Energy DePIN protocol. Translating complex technical architecture into an institutional-grade investment thesis ("Sovereign Compute").
- Advising the founding team on capital structuring, proposing an FCA-compliant Security Token model to solve settlement friction.
- Built the project's preliminary unit economics model, stressing-testing the arbitrage between stranded gas assets and Bitcoin mining revenue.
- Providing advisory support on incentive alignment, applying behavioral finance principles to the vesting and yield distribution schedules.
Equity Research Analyst – Aerospace & Defence
Rothschild & Co Redburn
London
06.2024 - 12.2025
- Produced and presented in-depth thematic research notes for institutional clients, translating complex sector trends into actionable investment strategies.
- Led financial modelling for the aerospace and defence sector, creating detailed 20-year DCF models and valuation frameworks.
- Authored comprehensive reports assessing competitive positioning and market risks to guide client decisions.
Risk Management Analyst
Nomura
London
04.2023 - 12.2023
- Streamlined risk monitoring processes through SQL and data dashboards to detect algorithmic trading anomalies.
- Designed governance frameworks for limit adjustments, ensuring compliance with internal and external regulatory standards.
Corporate Finance Analyst
Rand Merchant Bank
London
05.2022 - 05.2022
- Conducted fundamental analysis of African energy markets to inform strategic asset exploration.
- Created Excel-based sensitivity analysis tools to support project finance evaluations.
Education
Bachelor of Science - Physics
University of Warwick
2021
A-Levels -
Trinity School
2018
Skills
- Technical: SQL (Dune Analytics), Python (Basic), Excel, Financial Modelling and Valuation
- Languages: English (Native)
Certification
CFA Charterholder
- Successfully completed all three levels of the CFA Program in 15 months
Timeline
Independent Consultant
DePIN Start-Up
12.2025 - Current
Equity Research Analyst – Aerospace & Defence
Rothschild & Co Redburn
06.2024 - 12.2025
Risk Management Analyst
Nomura
04.2023 - 12.2023
Corporate Finance Analyst
Rand Merchant Bank
05.2022 - 05.2022
Bachelor of Science - Physics
University of Warwick
A-Levels -
Trinity School