Hi, I am Vansh Maheshwari

Investment Analysis & Financial Strategist

Master’s in Finance (FinTech) at Baruch College with hands-on experience in investment research, financial modeling, and data-driven decision-making across capital markets.

New York, USA | MS Finance (FinTech) | Bloomberg Certified

About Me

I am a results-driven finance professional currently pursuing a Master of Science in Finance with a FinTech concentration at Baruch College. My background spans investment advisory, portfolio management, algorithmic trading, and financial analysis across equities, mutual funds, and alternative investments.

I work at the intersection of quantitative analysis and practical finance—using data, financial models, and market research to support sound investment decisions, manage risk, and drive portfolio performance. I am actively seeking opportunities in financial analysis, investment research, and corporate finance where analytical rigor and execution matter.

Areas of Expertise

My expertise spans the core disciplines of modern finance, combining investment analysis, financial modeling, quantitative research, and regulatory awareness. I work with equity and mutual fund data to evaluate risk-adjusted returns, build valuation-driven models, and support informed portfolio decisions. My approach is grounded in data, market context, and financial theory, with a strong emphasis on analytical rigor, structured thinking, and practical application across evolving financial markets.

Investment Analysis & Portfolio Management

Equity and mutual fund research, asset allocation, risk-adjusted returns, diversification strategies, and client portfolio optimization.

Financial Modeling & Valuation

DCF modeling, CAPM, financial forecasting, budgeting, performance metrics, and valuation-driven decision support.

Quantitative & Market Research

Macroeconomic analysis, market trend evaluation, statistical modeling, and data-backed investment insights.

FinTech & Financial Regulations

Emerging financial technologies, regulatory frameworks, data-driven finance, and modern capital market structures.

Professional Experience

01

Senior Executive – Advisory & Research Department

Master Capital Services Ltd. (Mastertrust Group) | Sep 2023 – Jan 2025

02

Intern – Algorithmic Trading

Rangoli Techtraders Pvt Ltd Chandigarh, India | May 2025 – Aug 2025

03

Finance Intern

DR Share & Stockbrokers | May 2022 – Jun 2022

04

Business Development Intern

Kiranakart Technologies (Zepto) | 2021

Education

Master of Science in Finance (FinTech)

I am currently pursuing a Master of Science in Finance with a concentration in FinTech at Baruch College’s Zicklin School of Business in New York, maintaining a perfect GPA of 4.0. My coursework emphasizes quantitative and analytical rigor, including econometrics, quantitative tools for finance, investment analysis, intermediate corporate finance, and the study of financial regulations governing emerging technologies, providing a strong foundation in both traditional finance and modern financial systems.

Bachelor of Science in Finance

I completed my Bachelor of Science in Finance at NMIMS in Mumbai, India, graduating with a GPA of 3.3. During my undergraduate studies, I built a strong foundation in core finance disciplines through coursework in investment analysis and portfolio management, corporate finance, derivatives, and financial planning and wealth management, developing both analytical and practical understanding of financial markets and investment decision-making.

Core Skills & Competencies

My skill set spans the full spectrum of financial analysis, investment strategy, and quantitative finance, supported by strong technical and analytical capabilities. I bring a structured, data-driven approach to evaluating markets, managing risk, and supporting informed financial decision-making across traditional and emerging financial environments.

Finance &
Investment Analysis

My experience includes financial analysis and valuation, investment strategy and portfolio management, equity and fixed income research, capital markets analysis, wealth management, and financial forecasting to support disciplined, data-driven investment decisions.

Quantitative &
Market Research

I apply quantitative and statistical modeling to evaluate markets, conduct macroeconomic research, perform fundamental and technical analysis, assess risk, and analyze derivatives and alternative investments using structured, evidence-based financial frameworks.

Corporate Finance
& Strategy

My corporate finance exposure includes mergers and acquisitions analysis, capital structuring, regulatory compliance, and strategic financial evaluation, with a focus on process optimization, governance, and efficiency to support sustainable organizational decision-making.

Tools & Technologies

I work with Bloomberg Terminal, Microsoft Excel including VBA and macros, Python, data analytics and visualization tools, Jamovi, Real Stats, and FinTech technologies to support modern financial analysis and decision workflows.

My Certifications

Bloomberg
Market Concepts
Investment
Banking
NISM Series VIII & XII –
Financial Markets
NISM Series VIII & XII –
Financial Markets

Leadership & Extracurricular Activities

Finance Head, SFHS MUN

Raised $13,000 for a 1,000+ participant conference.

Football Captain (U-19 State Level)

Led team to 3rd place across multiple tournaments

Chess Mentor & Coach

Trained students in strategy and focus development

Volunteer, The Art of Living

Organized social initiatives including blood donation camps

Want To Know More About Me?