I am a driven and results-oriented finance professional with a strong academic background and practical experience in equity research, investment analysis, and portfolio management. Proven ability to lead teams, drive client engagement, and deliver high-quality financial insights. Seeking to leverage my skills and experience in a challenging role within the finance industry.
Sanjana Yadav
Associate | TresVista Analytics LLP
Summary
Education
Singapore Management University MSc, Applied Finance Grade : 3.6/4.0 GPA Aug 2025 - Dec 2026- Shri Ram College of Commerce (SRCC), University of Delhi Bachelor of Commerce (Honours), Commerce Grade : 9.03 CGPA Jul 2019 - Jun 2022
Experience
- Associate TresVista Analytics LLP Jan 2025 - Jun 2025 • 6 mos
Led & mentored 8 analysts, oversaw 120+ client deliverables across 50+ geographies and 12+ sectors; drove 50% higher client engagement and 2x FTE expansion with a client satisfaction score of 5/5, increasing firm-level ARR by $250K Spearheaded the creation of a centralized data repository in collaboration with 50+ cross-functional teams and senior management, streamlining deliverables, improving accessibility and operational efficiency across global offices
- Senior Analyst | Analyst TresVista Analytics LLP Jan 2024 - Dec 2024 • 1 yr
Promoted to Senior Analyst within 1.5 years (vs. 2-year track); delivered 70+ hours of valuation and Excel-modelling training, directing a batch of 80+ analysts as a financial training assistant Generated a pipeline of 500+ targets by analysing 6,000+ companies in the sustainable packaging market ($50M+ TAM); mapped growth drivers and channel performance for a $40M SaaS firm to curate a buy-side investment thesis Evaluated a $65M investment through market landscaping and competitor benchmarking for a $6B+ AUM PE client; assessed 50+ financial buyers across 10+ multi-sector opportunities, achieving 30% deal conversion Curated 90+ sell-side memos outlining financial and strategic rationale for 20+ transactions worth $2B Built DCF and LBO valuation models for 10+ deals (~$800M EV), enabling investment decisions for 7 PE clients, and analysed 100+ precedent transactions to establish pricing benchmarks for deals for a $40B AUM PE firm Prepared 20+ deal collaterals, including investor decks, CIMs, pitch books, and teasers, supporting multiple live and proprietary transactions
Skills
- MS OfficeExpert
- Financial Modeling & ResearchExpert
Languages
- EnglishNative speaker
Certifications
- Private Equity & VC program Università BocconiIssued Jan 1901 • Expired Jan 1901
- APAC IB Virtual Reality Program Citi BankIssued Jan 1901 • Expired Jan 1901