Josin Jacob
CFA® Charterholder | AVP Valuations | Investment Banking | Security Selection | Asset Allocation
- Role
- AVP Valuations at Fundrock
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Josin Jacob
Investment professional, with 7+ years of progressive experience, engaged in building several frameworks for security selection using a combination of value, growth, and contrarian stock-picking approaches across a variety of sectors for generating outsized returns by investing in high-quality small and mid-cap undiscovered companies. With a demonstrated history of working in Bloomberg, FactSet, Microsoft Excel, Ace Equity.Being a team player have contributed to various areas including deal sourcing, investor relations, deal execution, due diligence, portfolio management, asset allocation, valuations and thought leadership initiatives.Having established a proven track record of successfully scheduling, organizing, and managing projects to completion through proper stakeholder engagement, negotiations, and rigorous follow-up with a strong focus on execution for efficient and timely completion of tasks.Specialized in financial modeling and valuation, by applying investigative and analytical approaches often uncovering areas for operational and financial improvements for optimizing overall efficiency, with extensive knowledge across multiple asset classes and investment vehicles.
Experience
AVP Valuations
May 2025 — Present · Bengaluru, IN
Education
Harvard Online
Exercising Leadership: Foundational Principles
Vimal Jyothi Engineering College
Bachelor of Technology, Mechanical Engineering
Marygiri Senior Secondary School
Mathematics and Computer Science
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