Nikunj Upadhye
London
Summary
First-class Business Management graduate with a developing specialisation in private equity and alternative investments. Currently working towards the CFA Investment Foundations and Private Markets & Alternative Investments Certificate to enhance expertise in investment analysis, portfolio strategy, and value creation. Proficient in financial modelling, market research, and risk assessment, with experience in deal execution, growth strategy, and operational improvement. Demonstrated ability to improve reporting accuracy by 20% and provide data-driven insights that support investment decisions. Collaborative and commercially savvy, with a background in budgeting, forecasting, and stakeholder communication within fast-paced, high-value environments.
Overview
3
3
years of professional experience
Work history
Property Negotiator
Nupad
London
04.2025 - Current
- Oversaw property sales and lettings worth over £1.5 million in my first quarter, handling everything from marketing to completion.
- Built solid relationships with clients and investors, using market trends to assess asset value, spot growth potential, and support smart investment decisions.
- Collaborated with solicitors, lenders, and key stakeholders to manage complex transactions, gaining experience in due diligence, deal structuring, and asset evaluation from both financial and operational perspectives.
Real estate analyst intern
Invest Mango
, India
11.2024 - 06.2025
- Conducted due diligence on 25+ residential and mixed-use developments across NCR, evaluating developer track record, RERA compliance, and projected ROI to support ₹100Cr+ in investment decisions.
- Built financial models comparing project-level returns, factoring in liquidity timelines, market absorption rates, and construction risk—improving portfolio efficiency by 18% over two quarters.
- Engaged directly with 50+ clients and site teams to align investment opportunities with buyer profiles, contributing to 10% increase in conversion rates and enhanced investor confidence.
Business Consultant
Spendkey
London
01.2023 - 11.2024
- Partnered with a start-up to support 20% revenue growth over 18 months by shaping strategy and implementing five targeted growth initiatives. Applied case study analysis and hands-on planning to improve commercial performance.
- Conducted economic research across three sectors to uncover behavioural trends, leading to a 10% revenue uplift through dashboard improvements. Recommended automation changes that reduced operational costs by 5%.
- Delivered market and competitor analysis to support product development, identifying three new features. Created client feedback tools to surface business priorities and inform upselling strategies.
Finance Operations Associate
First Rate Exchange
Shepperton
05.2023 - 06.2023
- Managed high-volume cash (daily cash movements of up to $60 million) operations during peak periods, supporting wholesale transactions with central banks, including Bank of America, gaining exposure to liquidity management and institutional deal flow.
- Negotiated competitive exchange rates across foreign currency portfolios, maintained stock availability, and identified counterfeit notes—delivering over 98% transaction accuracy and operational reliability.
- Streamlined internal workflows to improve processing speed and reduce bottlenecks, boosting operational efficiency by up to 35% while ensuring timely execution and compliance across high-value transactions.
Finance Assistant
Magnus Financial Services
Mumbai
06.2022 - 07.2022
- Conducted due diligence & advised over 50 clients on asset allocation across mutual funds, equities, and bonds, providing tailored trade ideas and strategies, resulting in a 65% customer retention rate.
- Facilitated portfolio management tasks, including handling deals, making purchases and redemption's, and maintaining positive client communication, following up with 10 to 20 clients daily.
- Created pitch decks for global clients, from New York to emerging markets like India, supporting fundraises up to $3M and more, showcasing market analysis, financial projections, and investment highlights.
Education
CIMA Qualification -
Chartered Institute of Management Accountants
London 04.2025 -
CFA Investment Foundations Certificate - Investment Foundations
Chartered Financial Analyst
London 07.2025 -
Introduction to Corporate Finance -
Alison
08.2025 - 08.2025
BSc - Business Management
Brunel University
London 09.2022 - 07.2025
Skills
- Industry Analysis (including Market Risk Analysis)
- Financial Modelling & Valuation
- MS Office (Including advanced Excel and VBA)
- Strategic Problem-Solving
- Time management
- Negotiation Capabilities
- Business Acumen
- Financial Data Analysis & visualisation
- Financial Planning, Management and Reporting
- Project Management
Timeline
Introduction to Corporate Finance -
Alison
08.2025 - 08.2025
CFA Investment Foundations Certificate - Investment Foundations
Chartered Financial Analyst
07.2025 -
Property Negotiator
Nupad
04.2025 - Current
CIMA Qualification -
Chartered Institute of Management Accountants
04.2025 -
Real estate analyst intern
Invest Mango
11.2024 - 06.2025
Finance Operations Associate
First Rate Exchange
05.2023 - 06.2023
Business Consultant
Spendkey
01.2023 - 11.2024
BSc - Business Management
Brunel University
09.2022 - 07.2025
Finance Assistant
Magnus Financial Services
06.2022 - 07.2022
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