NAYNESH JAIN
Minneapolis
Summary
Accomplished Private Equity Analyst at Deloitte, adept in risk assessment and strategic decision-making. Enhanced portfolio returns by 15% through data-driven insights. Proficient in Bloomberg and stakeholder collaboration, driving client retention and compliance. Recognized for structuring high-performing portfolios and securing significant financial outcomes.
Overview
6
6
years of professional experience
3
3
Certifications
Work History
Private Equity Analyst
Deloitte
Hyderabad
11.2021 - 12.2024
- Managed five private equity clients with portfolios exceeding 5,000 companies and over $100B AUM.
- Conducted risk assessments and financial statement analyses to enhance strategic decision-making.
- Analyzed more than 75 financial datasets for materiality assessments, driving $500M service decisions.
- Boosted private equity portfolio returns by 15% through actionable risk-adjusted insights.
- Developed risk mitigation strategies via CRM integration, increasing retention rates by 20%.
- Proficient in Bloomberg, PitchBook, and Capital IQ for conducting financial research, valuation, and facilitating data-driven decision-making.
Wealth Manager
Edelweiss Broking Ltd.
Mumbai
07.2019 - 10.2021
- Advised over 80 high-net-worth clients on customized wealth strategies, achieving 20% annual returns and 95% client retention.
- Structured portfolios across 10+ asset classes, outperforming market benchmarks by 15%.
- Executed over 2000 equity and currency derivatives trades valued at more than $5 million, ensuring full compliance.
- Achieved over 10% quarterly exceedance of financial product sales targets for the fiscal year, driving revenue growth.
Volunteer
Seva Sahayog Foundation (NGO)
Mumbai
11.2019 - 12.2019
- Acquired $50k grant (Motilal Oswal Financial Services) through research-backed proposals for upgrading 15+ under-resourced schools
Finance Intern
Silver Star Fiscal Services Pvt. Ltd.
Indore
03.2019 - 05.2019
- Generated over ten equity research reports with 98% accuracy, influencing investment decisions exceeding $1M across tech and manufacturing sectors.
- Conducted five SEBI/NSE sub-brokerage audits, resolving all issues and recovering over $100K through IEPF.
- Led CAG audit for NSIC (MSME), ensuring compliance and enhancing operational transparency.
Education
Master of Science - Industrial Management
St. Cloud State University
Minnesota, USA05-2026
Post Graduate Diploma in Management - Finance
ITM Business School
Navi Mumbai, India01.2021
Skills
- Private equity and M&A
- Capital markets and derivatives
- Portfolio management
- Risk assessment
- Regulatory compliance
- Strategic decision-making
- Company research
- Independence audits
- Stakeholder collaboration
- Advanced Excel
Websites
Certification
NISM- Series -VIII Equity Derivatives Certification
Timeline
Private Equity Analyst
Deloitte
11.2021 - 12.2024
Volunteer
Seva Sahayog Foundation (NGO)
11.2019 - 12.2019
Wealth Manager
Edelweiss Broking Ltd.
07.2019 - 10.2021
Finance Intern
Silver Star Fiscal Services Pvt. Ltd.
03.2019 - 05.2019
Master of Science - Industrial Management
St. Cloud State University
Post Graduate Diploma in Management - Finance
ITM Business School