Parth Mehta
Investment Analyst - Marquee Equity | CFA Level 2 Candidate
- Role
- Investment Analyst at Marquee Equity
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Parth Mehta
A CFA Level 2 candidate, possessing expertise in crafting intricate financial models and…
Experience
Investment Analyst
Sep 2023 — Present
Helped clients prepare investor documents, including pitch decks and financial models from scratch.• Advised 100+ startups on valuations and optimal funding amounts based on business stage.• Supported CEO/CFOs (Clients) on investor calls, answering queries and presenting financial metrics.• Managed the end-to-end documentation process and guided startups on suitable investor types.• Worked under tight deadlines to ensure timely launch of fundraising campaigns.• Best Performer for each of the last 3 quarters (OND\'24, JFM\'25, AMJ\'25)• Managed and mentored multiple interns, provided them training in financial modelling and pitch deck creation.
Education
S.M. Shetty College- Degree Section
Commerce, Commerce
S K Somaiya Vidyavihars College of Arts Science & Commerce Vidyavihar Mumbai 400 077
BMS, Finance
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