Vishnu Menon
New York,NY
Summary
Finance graduate and CFA Level I candidate with experience analyzing multi-million-dollar alternative investment portfolios at U.S. Bank. Skilled in financial modeling, valuation, and market analysis, with a track record of presenting strategic ideas to senior leadership. Eager to leverage strong analytical and communication skills in an investment banking role.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Alternative Investments Analyst
U.S. Bancorp (US Bank)
Hackensack, NJ
06.2025 - Current
- Analyze financial statements and investor reporting for hedge funds and private equity clients with AUM in the multi-million-dollar range.
- Support trade settlement, cash management, and pricing across portfolios holding alternative asset classes.
- Conduct cost-benefit analyses to identify opportunities to improve operational efficiency and enhance fund performance.
- Selected for the top 3 of 35+ teams in the U.S. Bank’s firmwide case competition pitched a new consumer-facing product to the CEO and Board.
Financial Summer Analyst Intern
Northwestern Mutual Investment Services
Princeton, NJ
05.2023 - 08.2023
- Built weekly financial reports evaluating risk-adjusted returns across multiple client portfolios.
- Researched macroeconomic indicators and market trends to inform investment strategies for clients.
- Developed client-facing summaries outlining allocation strategies and expected outcomes.
Real Estate Financial Specialist
Weichert Realtors
Princeton, NJ
10.2022 - 06.2023
- Created dynamic, Excel-based financial models to assess residential investment opportunities.
- Forecasted ROI using market comps, interest rate trends, and macroeconomic indicators.
- Delivered investment recommendations based on scenario analysis and client objectives.
Education
MBA -
Rutgers University, School of Business
New Brunswick, NJ05-2026
Bachelor of Science - Finance
Rutgers University, School of Business
New Brunswick, NJ01-2025
Skills
- Excel (VLOOKUP, PivotTables, macros), PowerPoint, Bloomberg Terminal, Tableau, MySQL
- Financial modeling, DCF, comparable company analysis, valuation
- Organized team player with excellent written and verbal communication skills
Certification
- SIE (Security Industry Essentials) Certification (FINRA) September 2023
- CFA (Chartered Financial Analyst) Level I Expected Nov. 2025
Accomplishments
- U.S. Bank: Placed top 3 out of 35 total teams in company-wide Case Competition to come up with a new business idea for creating a simplified product that solves consumers' complex needs and presented idea to U.S. Bank's CEO, President, and Board of Directors
- 2022 Goldman Sachs Insight Series Program September 2022
- Fulfillment Expert at Target Corporation October 2021 - June 2025
Timeline
Alternative Investments Analyst
U.S. Bancorp (US Bank)
06.2025 - Current
Financial Summer Analyst Intern
Northwestern Mutual Investment Services
05.2023 - 08.2023
Real Estate Financial Specialist
Weichert Realtors
10.2022 - 06.2023
MBA -
Rutgers University, School of Business
Bachelor of Science - Finance
Rutgers University, School of Business
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