Yuvraj Sheth
Mumbai,India
Summary
Accomplished professional with extensive expertise in performance management, compliance and regulatory frameworks, and financial literacy. Demonstrates proficiency in financial Modelling and valuation, investment evaluation, and advanced financial modelling . Adept at using Microsoft Office and AI tools for enhanced productivity in PowerPoint, Word, Excel, and coding. Skilled in technical and fundamental trading analysis with a comprehensive understanding of market index structure and efficiency. Proven leadership abilities complemented by strong public speaking skills. Proficient in the use of Stata, EViews, and AI-driven coding languages. Exceptional problem-solving abilities and excellent communication skills. Ready to leverage these qualities to make significant impact in the field finance.
Overview
6
6
years of post-secondary education
Work history
Intern
Mazars Pvt Ltd
- Investment Banking | Deals and Advisory
- Under mentorship of Mr. Santosh Bohra, Partner
- Coordinated effectively with diverse teams for successful project execution.
- Prepared comprehensive reports to facilitate informed decision-making process.
- Conducted in-depth market research to understand consumer behaviour.
- Participated in training and seminars to enhance skills and promote growth.
- Adapted to new situations and learned new skills quickly.
- Managed time effectively to meet deadlines.
Intern
VISTRA ITCL
- AIF (alternate investment funds) operations and MFO (multi-family office) operations
- Under mentorship of Sameer Sheth, Vice President
- Produced monthly reconciliation reports, maintaining clear records of transactions.
- Delivered accurate financial reports by analysing complex data sets.
- Streamlined financial processes for improved efficiency and accuracy.
- Drove continuous improvement, conducting regular reviews on effectiveness of finance systems and processes.
- Updated and maintained financial models to foster ongoing accuracy.
- Assisted in developing a robust compliance culture across organisation through awareness programmes and trainings.
- Undertook detailed research with aim to stay updated on regulatory changes.
- Streamlined reporting process, resulting in improved data accuracy and consistency.
Trustee
CSR Diary
- Carried out day-to-day duties accurately and efficiently.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Successfully delivered on tasks within tight deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Directed all aspects of company's accounting functions, ensured regulatory compliance.
- Streamlined financial operations by implementing efficient budgeting systems.
- Ensured consistent profitability with diligent cost control measures.
Education
MSc - finance
University of St Andrews
United KingdomSSC -
JJ Academy High School
03.2018 - 03.2019
HSC - Commerce (Maths/IT)
JJ Academy College
05.2019 - 03.2021
BBA (Honors) - Finance
SK Somaiya University
08.2021 - 05.2024
Diploma - undefined
Graphic designing
Certificate - undefined
Presentation and Public speaking
Young professional certificate - undefined
Certificate - undefined
ESG investing
Certificate - undefined
Advanced financial Modeling & valuation
Certificate - undefined
AI for Ms excel
Skills
- Performance Management
- Public speaking
- Compliance and regulatory
- Financial literacy
- Financial reporting
- Investment evaluation
- Financial modeling & Valuation
- Microsoft office
- AIF operations (basic to advance)
- Advance use of AI in: Power point, Word, Excel- (Financial Modeling), coding
- Technical and fundamental trading analysis
- Total understanding of Market Index structure and efficiency
- Leadership
- Bookkeeping knowledge
- Proficient in stata and eviews
- Proficient use of AI in coding languages
Accomplishments
- Received appreciation letter from education minister for my publication
- Cambridge Olympiad (2 years honors) & (3 years distinction)
- General proficiency award in School (2012-2020)
- Master JJ Academy Award (primary and secondary)
- NASO 3rd rank State level (NASA Olympiad)
- State level Elocution competition participation
- Government of Maharashtra Mahawalkathon community leader award
- Government of Maharashtra Maha MUN committee leader & brand ambassador
- Best athlete award (JJ Academy)
- DSO volleyball finalist (Inter School)
- Mr. Fresher for the year 2021-22 at SK Somaiya University
- World record holder for being youngest performance and execution coach
Special mention
- Served as a writer for a learning disabled student for HSC Board exam (I was in FYJC)
- Joint Secretary – Rotaract Club of Mulund Hill View (RCMHV)
Personal Information
Date of birth: 02/13/04
Languages
French
Intermediate (B1)
English
Native
Gujarati
Native
Hindi
Advanced
Marathi
Advanced
Punjabi
Intermediate
Sanskrit
Upper intermediate
Timeline
BBA (Honors) - Finance
SK Somaiya University
08.2021 - 05.2024
HSC - Commerce (Maths/IT)
JJ Academy College
05.2019 - 03.2021
SSC -
JJ Academy High School
03.2018 - 03.2019
Diploma - undefined
Graphic designing
Certificate - undefined
Presentation and Public speaking
Young professional certificate - undefined
Certificate - undefined
ESG investing
Certificate - undefined
Advanced financial Modeling & valuation
Certificate - undefined
AI for Ms excel
Intern
Mazars Pvt Ltd
Intern
VISTRA ITCL
Trustee
CSR Diary
MSc - finance
University of St Andrews
Similar Profiles
Kar Mun (Carmen) LeongKar Mun (Carmen) Leong
Manager 3, Regulatory Compliance & Risk Consulting at Forvis Mazars LLP (formerly Known as Mazars LLP)Manager 3, Regulatory Compliance & Risk Consulting at Forvis Mazars LLP (formerly Known as Mazars LLP)
Jack LeeJack Lee
Corporate Assistant at Forvis MazarsCorporate Assistant at Forvis Mazars
Zachary SpandeZachary Spande
Senior Audit Associate at Forvis MazarsSenior Audit Associate at Forvis Mazars
Kalpana Anil GaikwadKalpana Anil Gaikwad
F&B Hostess at ERTH HOTEL (Armed Forces Club and Hotel)F&B Hostess at ERTH HOTEL (Armed Forces Club and Hotel)
Imran KhanImran Khan
Assistant Manager - Warehouse at Tata Unistore Limited (E-Commerce - Tata CLiQ)Assistant Manager - Warehouse at Tata Unistore Limited (E-Commerce - Tata CLiQ)