Manvi Shah
Mumbai
Summary
Analytical and detail-oriented finance professional with over 3 years of experience in investment analysis, private company valuation, and portfolio advisory. Proven expertise in building financial models, generating investment insights, and preparing client-facing deliverables. Valued 120+ U.S. private companies using DCF, market comps, and income-based methods. Adept at research synthesis, equity allocation, and compliance support. Currently working as a Sales Analyst at 360 ONE Wealth Asset Management, with a strong foundation in portfolio strategy and MIS reporting. CFA Level II candidate, passionate about equity markets, financial research, and data-driven decision-making.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Sales Analyst
360 ONE Wealth Asset Management
01.2024 - Current
- Developed and presented detailed portfolio review decks benchmarking client investments to market indices.
- Created investment proposals by synthesizing market research, client risk profiles, and asset class performance.
- Maintained and automated MIS dashboards to monitor AUM, client portfolios, and business KPIs.
- Addressed high-net-worth client servicing needs including tax queries, portfolio rebalancing, and documentation.
- Collaborated with compliance and legal for investment execution and process optimization.
Advanced Valuation Analyst
Knowcraft Analytics
12.2021 - 01.2024
- Conducted 120+ valuations of U.S.-based private firms across sectors using DCF, market, and cost methods.
- Performed complex equity allocation modeling (CVM, OPM, PWERM) for 409A and ASC 820 compliance.
- Delivered valuation reports with industry research, benchmarking analysis, and defensible conclusions.
- Collaborated with audit teams, trained new analysts, and contributed to firm-wide knowledge development.
- Produced macroeconomic summaries and sector outlooks to contextualize valuation approaches.
Young Leaders Program
360 ONE Wealth
06.2019 - 06.2019
- Rotated across financial planning, wealth advisory, and investment desk for exposure to UHNI client strategy.
- Built foundational understanding of mutual funds, alternative investments, and client risk profiling.
Business Development Intern
Myra Multimedia
01.2019 - 04.2019
- Conducted LinkedIn outreach for client acquisition and supported digital communication initiatives.
Education
CFA Level II Candidate
CFA Institute
06.2025
Bachelor of Commerce - Finance
Thakur College of Science & Commerce
01.2019
Higher Secondary Certificate - Science
Mithibai College
01.2016
ICSE - 10th Grade
Lokhandwala Foundation School
01.2014
Skills
- Financial Research & Valuation: DCF, Market Multiples, CVM, PWERM, 409A, ASC 820
- Investment Analysis: Portfolio Review, Asset Allocation, Investment Proposals
- Modeling & Tools: MS Excel, Ratio Analysis, Forecasting, MIS Automation
- Client Communication: High-touch Servicing, Taxation Queries, IPS Alignment
- Cross-functional Collaboration: Compliance, Legal, and Operations Interface
Certification
- CFA Level I (Cleared – 2021)
- Financial Modeling & Valuation – Beginner to Pro (2022)
- Financial Modeling (2021)
Languages & Interests
Languages: English, Hindi, Gujarati
Hobbies and Interests
Equity Markets, Travel, Fitness, Community Engagement
Timeline
Sales Analyst
360 ONE Wealth Asset Management
01.2024 - Current
Advanced Valuation Analyst
Knowcraft Analytics
12.2021 - 01.2024
Young Leaders Program
360 ONE Wealth
06.2019 - 06.2019
Business Development Intern
Myra Multimedia
01.2019 - 04.2019
Bachelor of Commerce - Finance
Thakur College of Science & Commerce
Higher Secondary Certificate - Science
Mithibai College
ICSE - 10th Grade
Lokhandwala Foundation School
CFA Level II Candidate
CFA Institute
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