Nihar Sodani
M&A Analyst | MS Finance (Quantitative) STEM | CFA Level 3 Cleared | Operation Inspire | GRE 325/340 | Dean’s Ambassador
- Role
- Portfolio Manager at Terese Kelly Investment Group
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Nihar Sodani
As a driven and accomplished finance professional, I bring a unique blend of academic…
Experience
Portfolio Manager
Dec 2024 — Present · Buffalo, NY, US
Managing a $1M+ student-run investment fund benchmarked to the S&P 500, conducting sector allocation analysis andproposing strategic adjustments to optimize performance.• Led in-depth company valuations and investment pitches, aligning with the Investment Policy Statement (IPS) and activerisk management principles.• Delivered comprehensive reports and presentations to stakeholders, leveraging resources like Bloomberg Terminal andS & P databases for data-driven decisions.• Collaborated with the board to make data-driven investment decisions and applied risk management strategies tooptimize returns.
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