Pooja Shah
Valuation Analyst at Transaction Square | CFA L3 Candidate (Private Markets Pathway) | BSc Finance’ 24 at SVKM’S ASMSOC NMIMS
- Role
- Valuation Analyst at Transaction Square
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Pooja Shah
Driven by a keen interest in mergers and acquisitions, Pooja Shah is pursuing CFA Level – Private Markets pathway to continue building her knowledge in valuation and private markets.Her background includes hands-on experience in both investor relations and credit analysis.At Strategic Growth Advisors, she built financial models, supported investor material preparation, participated in investor calls, and conducted weekly shareholding analysis. She also tracked market developments and shared key updates, building her analytical and communication skills. During her internships at Infomerics Ratings, she assessed business models and prepared credit reports, gaining practical experience in risk evaluation. In a subsequent internship, she authored and analyzed key sections of an internal FY26 report on the Indian Microfinance and Sugar IndustriesAcademic projects further developed her skills in financial modelling, statistical modelling, portfolio management, corporate finance and team collaboration.Her role as class representative honed her organizational and leadership skills, preparing her for dynamic roles in the financial sector.
Experience
Valuation Analyst
Mar 2026 — Present · Pune City, IN
Education
Anil Surendra Modi School Of Commerce (ASMSOC)
Bsc Finance, Finance, General
CFA Institute
CFA LEVEL 1, Finance
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