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Shubham Jain
Investment Analyst - - CFA Level II Passed - - Finance & Investments
Professional Background
Shubham Jain is a dedicated finance professional with significant expertise in investment analysis and strategic fundraising. With over three and a half years of valuable experience in the finance sector, Shubham has primarily worked with two distinguished firms: Marquee Equity and Torch Investment Management Pte. Ltd. During his time at Marquee Equity, Shubham served as a Senior Investment Analyst, where he successfully advised more than 80 clients on their fundraising strategies. He demonstrated his capabilities by creating comprehensive collateral materials including pitch decks, financial models, and business plans that contributed greatly to clients’ fund-raising efforts.
At Torch Investment Management Pte. Ltd., Shubham further honed his analytical skills by evaluating over 20 investment opportunities across various sectors in both private and public markets on a global scale. This position allowed him to deepen his strategic insights and enhance due diligence processes, which are vital for successful investment decisions.
Education and Achievements
Shubham has a solid educational background that underpins his professional skills. He graduated from Shri Ram College of Commerce in 2018 with a Bachelor's degree in Commerce (B.Com Hons.) and earned a commendable GPA of 7.88 out of 10. To further augment his capabilities in finance, he sought additional specialization by completing a course in Business and Financial Modelling from the prestigious Wharton School of the University of Pennsylvania through Wharton Online.
In addition to his undergraduate degree, Shubham excelled in his secondary education, achieving an impressive 97.8% in the Senior Secondary Certificate while studying at G.D. Salwan Public School. He also achieved a remarkable score of 9.6 in his High School Certificate from J.D. Tytler School. Shubham’s academic dedication led him to pursue professional qualifications with the Institute of Chartered Accountants of India, where he passed the Common Proficiency Test and is currently pursuing the Intermediate level.
Notable Certifications
In recognition of his proficiency in the finance field, Shubham successfully passed Level 2 of the Chartered Financial Analyst (CFA) examination, showcasing his advanced analytical skills and dedication to maintaining a high standard in financial education. This certification is highly regarded in the investment community and reflects his commitment to continued professional development.
Internships and Early Career
Shubham's journey into the professional world began with an internship at Motherson Sumi Infotech and Designs Ltd, where he gained firsthand experience in a corporate environment, contributing to projects that involved financial analyses and operational strategies. This initial experience laid a strong foundation for his future roles in investment analysis and equity research.
Skills and Expertise
With a multifaceted skill set, Shubham Jain is adept in various areas including financial modeling, investment analysis, strategic planning, and client advisory. His ability to create compelling pitch decks and financial models allows him to support clients in effectively communicating their business value propositions to potential investors. Moreover, his experience in analyzing global investment opportunities equips him with a broad perspective on market trends and economic dynamics.
In his career thus far, Shubham has demonstrated a commitment to excellence in every role he has undertaken, continually evolving in the fast-paced finance industry. His analytical approach is complemented by strong interpersonal skills, making him an essential part of any team he joins. Shubham is not just focused on numbers; he is also passionate about helping clients achieve financial success through sound investment strategies and well-structured business plans.