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
Quantitative & Market Research
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
- Developed and executed customized investment strategies for equity and mutual fund portfolios
- Increased assets under management by $24,000 within three months through risk-adjusted recommendations
- Conducted fundamental and technical analysis including EMA, trend analysis, and DCF modeling
- Built financial models to evaluate asset allocation strategies and support portfolio diversification
- Delivered data-driven investment recommendations to strengthen client engagement and retention
02

Intern – Algorithmic Trading
Rangoli Techtraders Pvt Ltd Chandigarh, India | May 2025 – Aug 2025
- Assisted in developing proprietary trading algorithms deployed across major Indian exchanges
- Conducted data analysis to optimize trading models and improve performance efficiency
- Collaborated with teams to refine algorithmic strategies with a focus on market trends and risk management
- Supported the implementation of advanced technology solutions for proprietary trading operations
03

Finance Intern
DR Share & Stockbrokers | May 2022 – Jun 2022
- Executed and monitored trade transactions with precise risk controls
- Conducted market research to identify equity investment opportunities
- Prepared financial reports and performance metrics for research teams
04

Business Development Intern
Kiranakart Technologies (Zepto) | 2021
- Led onboarding of 130+ partner stores across Mumbai
- Achieved 1,800+ weekly orders with 25% week-over-week growth
- Contributed to operational scaling during rapid business expansion
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

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
Market Concepts
Banking
Financial Markets
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