Summary
Overview
Work history
Education
Skills
Websites
Accomplishments
Special mention
Personal Information
Languages
Timeline
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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 Kingdom

SSC -

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

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