Purvi Jain

Investment Banking Summer Associate @Barclays

Bloomington, IN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2025 — Present

Investment Banking Summer Associate @Barclays

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San Francisco, CA, US

Technology group

EDUCATION

2015 — 2018

SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

BSc Finance

2019 — 2020

Welingkar Institute of Management

Postgraduate Program in Financial Management

2024 — 2026

Indiana University - Kelley School of Business

Master of Business Administration - MBA

ABOUT PURVI JAIN

An MBA candidate at IU Kelley School of Business, I am a Forté Fellow with a keen focus on investment banking. My journey blends a robust academic foundation in finance with hands-on professional experience. Having cleared CFA Level 3, I have expertise in Portfolio Management, Equity Markets, and Ethical practices. As a financial analyst, I adeptly managed portfolios for retail clients, consistently outperforming benchmark returns. Venturing into the realm of investment banking and venture capital in the US, I seized opportunities to deliver high-quality work within tight deadlines, gaining invaluable insights into the intricacies of these industries. My passion lies in cultivating enduring client relationships and leveraging them to drive mutual value for both organizations and clients. I aim to apply my finance skills to create tangible impact and I am actively seeking opportunities to support organizational growth and individual success. I believe in diversity and inclusion, and I want to work with teams and companies that share these values.

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Purvi Jain — Investment Banking Summer Associate at Barclays in Bloomington, IN, US | Unifers