Yogesh BANALA
Seattle,WA
Overview
2
2
years of professional experience
1
1
Certification
Work History
Investments Intern
Russell Investments
Seattle, WA
06.2023 - 09.2023
- Conducted quantitative analysis in Python, extracting and evaluating financial metrics for ESG investment targets.
- Engaged with stakeholders from portfolio companies, gaining insights into their financial performance and aligning ESG practices to optimize risk-adjusted returns.
- Utilized Excel and PowerBI to analyze ESG factors and create compelling data visualizations for investment presentations, highlighting sustainability impact alongside financial returns.
Venture Capital Analyst, Accelerator Program
Venture University
San Francisco, CA
06.2022 - 08.2022
- Sourced investment opportunities using a structured approach to increase deal flow velocity and quality through weekly sprints and multiple channels.
- Developed investment theses for various industry verticals, conducting in-depth due diligence, including market sizing, financial modeling, and competitive analysis.
- Presented top investment opportunities at weekly Partners Meetings and Investment Committees, collaborating closely with General Partners boasting 45+ years of VC experience and investments in 10+ unicorns.
- Built an extensive network across accelerators, VC/PE funds, strategics, and startup founders, gaining access to VU's investor and strategic network.
Financial Services Intern
Goldbloom Wealth Management
Bellevue, WA
04.2021 - 09.2021
- Assisted financial advisors in effectively serving high-net-worth clients.
- Supported data analysis through platforms like Salentica, Excel, Notion, and Process Street.
- Participated in tech meetings with financial advisors and wealth managers to drive operational excellence.
Education
Bachelor of Arts - Business Administration, Finance, Information Systems
University of Washington, Michael G. Foster School of Business
Seattle06.2024
Skills
- Financial Modeling
- Due Diligence
- Project Management
- Quantitative Analysis (Python)
- Microsoft Office
- Entrepreneurship
Startup Experience
Co-Founder & CEO / Montage LLC - Seattle, WA
Nov 2023 - Present
- Launched Montage LLC, a groundbreaking social media app focused on an engaging live-event user experience and responsible technology integration.
- Led a 5-person team, overseeing product design and development, marketing, and fundraising initiatives.
Certification
- Venture University Venture Capital Investor Accelerator (August 2022)
- UW Foster School of Business Excel Credential (August 2021)
Affiliations
Consultant at UW Business Impact Group | Member of UW Blockchain Society | Member of Zeta Psi | Photographer at The Daily
Timeline
Investments Intern
Russell Investments
06.2023 - 09.2023
Venture Capital Analyst, Accelerator Program
Venture University
06.2022 - 08.2022
Financial Services Intern
Goldbloom Wealth Management
04.2021 - 09.2021
Bachelor of Arts - Business Administration, Finance, Information Systems
University of Washington, Michael G. Foster School of Business
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