Shivam Jha
Investment Banker at Spinnaker Analytics | Financial Modeling & Company Valuation | M&A | Equity Research | Valuations | Corporate Finance | Investment Strategy | Wealth Management | Prompt Engineering | Ex-Allianz
- Role
- Investment Banker at Spinnaker Analytics
- Location
- Delhi, IN
- LinkedIn followers
- 500 followers
About Shivam Jha
A passionate finance professional with a strong foundation in Investment Banking, Financial Analysis, and Research backed by hands-on experience in M&A analysis, sector-specific investment recommendations, and financial modeling across real estate, banking, pharma, and EV sectors. I’ve worked with both global corporates and fast-paced startups, handling everything from client servicing and claims analysis at Allianz, to building a profitable automation trading business with over 50 clients, delivering 4–5% monthly returns. My past experience spans UK and US processes (Lloyds, NatWest, Virgin Atlantic, etc.), where I sharpened my communication and problem-solving skills. My career is driven by analytical thinking, strategic execution, and a hunger to make informed financial decisions that drive growth whether it\'s for startups, institutional clients, or my own ventures. Core Competencies: Investment Banking & Valuation Financial Modeling & Forecasting M&A & Sector Research Startup Screening & Deal Sourcing Trading Strategies & Portfolio Scaling Client Relationship & Escalation Management Achievements: Grew client portfolio from ₹50K to ₹5L+ with consistent returns. National-level hockey player; gold medalist and India camp attendee. Completed dual certification in Investment Banking and Financial Analysis. Currently exploring new opportunities in the Finance domain especially in IB, VC, PE, Strategy, or Financial Consulting. Open to collaborations and roles where I can blend my analytical rigor with real-world financial strategy. Feel free to reach out if you share an interest in economic research, financial modelling or potential collaborations. Let\'s connect and explore opportunities together!#Finance #Economics Your thoughts and insights are highly appreciated! Share, like, or comment below. Let\'s start a conversation!
Experience
Investment Banker
Sep 2024 — Present · US
Developed financial models and pitch decks for M&A transactions and valuation analyses.• Conducted due diligence and market research for investment opportunities.
Education
Boston Institute of Analytics
Master Diploma
2024 — 2025
Delhi University
Bachelor of Arts - BA
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