Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Projects
Work Eligibility
Leadership Experience
Timeline
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Mehak Verma

Summary

Finance professional with experience across investment banking, equity research, and private equity. Skilled in financial modeling, market analysis, and client advisory. Series 7, 63, and SIE licensed, with strong expertise in Bloomberg, FactSet, SQL, and Tableau.

Overview

4
4
years of professional experience

Work History

Investment Professional (Series 7, 63, SIE Licensed)

JPMorgan & Chase
07.2024 - Current
  • Advise clients on portfolio allocations and investment strategies, exceeding team performance benchmarks.
  • Deliver customized financial recommendations, enhancing client satisfaction and retention.

Junior Equity Research Associate

Wolfe Research
08.2023 - 03.2024
  • Built and maintained sector-specific financial models, improving forecast accuracy by 8%.
  • Authored equity research reports and conducted earnings call analyses using Bloomberg and FactSet.

Consulting Analyst Intern

Arc Global
01.2021 - 05.2023
  • Provided contract and full-time IT resources, including SAP, SuccessFactors Salesforce, Web Designing, Digital Transforming

Hedge Fund Summer Analyst

Fortress Investments Capital
06.2022 - 07.2022
  • Evaluated multi-asset investment opportunities and built models supporting $50M+ fund allocation decisions.

Private Equity Associate Intern

Cape Rock Capital
08.2021 - 05.2022
  • Analyzed acquisition targets and drafted Indications of Interest (IOIs) and Letters of Intent (LOIs).

Investment Banking Summer Analyst

JPMorgan Chase & Co.
06.2021 - 08.2021
  • Developed detailed financial models, analyzed market data, and prepared strategic M&A, leveraged buyout, and capital markets presentations; awarded 1st place out of 11 teams in the group's Retail Case Competition.

Education

B.S. - Finance

The University of Texas At Dallas
07.2023

B.S. - Information Technology and Systems

The University of Texas at Dallas
07.2023

Skills

  • Financial Modeling: DCF, LBO, 3-Statement, Advanced Excel
  • Technical Tools: Bloomberg, FactSet, SQL, Tableau
  • Certifications: Series 7, Series 63, SIE
  • Work Eligibility: US citizen (no restrictions)

Hobbies and Interests

  • Motorcycles
  • Running marathons
  • Meditation
  • Soccer
  • Jet skiing
  • Creative writing
  • Competitive swimming

Projects

Top Trader Stock Market Competition - UT Dallas, 06/01/21, 08/31/21, Participated in a three-month competition which pits contestants, using special trading software, against one another as they make trades with $1 million in virtual dollars. Southeastern Hedge Fund Competition - Georgia State University, 01/01/21, 04/30/21, Submitted a hedge fund strategy proposal based on a sound economic hypothesis that was designed to generate high alpha and deploy over $10 million while mitigating risks. Consulting Case Competition - Ernst & Young, 01/01/20, 05/31/20, Problem: design an optimal strategy fictional company Comet Winery to construct another production facility, while also growing market share. Solution: researched and wrote an industry and market analysis report; forecasted balance sheet, income statement, and KPIs; increased revenue by 20% using Breaking into Wall Street. Security Analysis Competition - Financial Leadership Association, 09/01/19, 12/31/19, Created 3 Statement models, Sensitivity Analysis, DCF analysis, and financial report for GAP Inc. with three-member team.

Work Eligibility

Eligible to work in the U.S. with no restrictions.

Leadership Experience

  • UTIMCO Scholar, 06/01/21, 08/31/21, UTIMCO manages $60 billion in endowment & operating funds on behalf of 22 UT and Texas A&M institutions. Selected by the dean to be one of five students from UTD to participate in UTIMCO Scholars summer program. Training in career preparation and the fundamentals of various asset classes; presented on markets and current events.
  • Professional Program in Finance (PPF), 09/01/20, 08/31/23, Selected as (1/40) students for honors program designed to enhance technical and professional skills for top careers in finance.

Timeline

Investment Professional (Series 7, 63, SIE Licensed)

JPMorgan & Chase
07.2024 - Current

Junior Equity Research Associate

Wolfe Research
08.2023 - 03.2024

Hedge Fund Summer Analyst

Fortress Investments Capital
06.2022 - 07.2022

Private Equity Associate Intern

Cape Rock Capital
08.2021 - 05.2022

Investment Banking Summer Analyst

JPMorgan Chase & Co.
06.2021 - 08.2021

Consulting Analyst Intern

Arc Global
01.2021 - 05.2023

B.S. - Finance

The University of Texas At Dallas

B.S. - Information Technology and Systems

The University of Texas at Dallas
Mehak Verma