Unnat Bajoria
asset management & private equity associate | ex - credit suisse | mba | cfa l3 cleared | national finalist cfa equity research challenge 2019@ Financial Services Company
Pune, Maharashtra, India
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Unnat Bajoria is a highly motivated and entrepreneurial individual with 9.9 years of work experience. Currently, he manages a team of analysts at a prominent financial services firm, where he focuses on end-to-end business analysis. Unnat has a strong background in project management, buy-side equity and sector research, financial modeling, and deal mapping for Private Equity and Asset Management clients. He is a believer in constant learning to fuel daily growth and has completed his MBA in IMT Ghaziabad. Unnat is also an animal lover with a passion for travel and identifying great investment opportunities.
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Blessed with an entrepreneurial attitude, Unnat is passionate about impacting the lives of all stakeholders, encompassing employers, clients, peers. Unnat is currently managing a team of analysts at a noted financial services firm wherein his responsibilities include but are not limited to end-to-end Business Analyst work for Project Management, buy-side equity and sector research and due diligence, financial modelling and end-to end deal mapping for Private Equity and Asset Management clients. A firm believer of constant learning to fuel daily growth, Unnat completed his MBA (IMT Ghaziabad) right after clearing the CFA exams. He also cleared Level I each of the FRM and CAIA programs, which he plans to complete by 2021. Before pursuing his MBA, Unnat honed his entrepreneurial spirit by actively aiding growth at an education-tech startup where he was responsible for fundraising activities (from preparing pitchbooks to rapport building and negotiating with venture capitalists) and carving a strategic roadmap for the firm. Unnat is an animal lover with a penchant for travel and a knack for identifying great investment opportunities.

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Work Experience

Financial Services

428
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Unnat Bajoria's Professional Milestones

  • Associate (2019-07-01~): Developed efficient transportation systems and optimized transportation processes for improved productivity and cost savings.
  • Associate (private Equity And Asset Management) (2019-07-01~): Developed strategic investment plans to optimize portfolio performance and mitigate risk.
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Education

Institute of Management Technology, Ghaziabad
Institute of Management Technology, Ghaziabad

Finance

2017-2019