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Yashish Jain

Yashish Jain

MBA Finance graduate

Mumbai, Maharashtra 1+ yrs exp 88 · Excellent

About

MBA Finance graduate with 1 year of experience in business research, market analysis, reporting, and financial analysis across capital markets environments. Proficient in Power BI, Tableau, and Advanced Excel for dashboards and KPI reporting. Skilled in stakeholder coordination, go-to-market research, pitch development, and cross-functional collaboration. Bloomberg-certified with exposure to financial databases.

Skills & Expertise (17)

Root Cause Analysis Intermediate
7.1/10
1
Years Exp
Attention to Detail Intermediate
7.1/10
1
Years Exp
Problem Solving Intermediate
7.1/10
1
Years Exp
Stakeholder Management Intermediate
7.1/10
1
Years Exp
Equity research Intermediate
7.1/10
1
Years Exp
Bloomberg Intermediate
7.1/10
1
Years Exp
Power BI Intermediate
7.1/10
1
Years Exp
Data Visualization Intermediate
7.1/10
1
Years Exp
Business Research Intermediate
7.1/10
1
Years Exp
Project Coordination Intermediate
7.1/10
1
Years Exp
KPI Reporting Intermediate
7.1/10
1
Years Exp
Advanced MS Excel Intermediate
7.1/10
1
Years Exp
Financial Statement Analysis Intermediate
7.1/10
1
Years Exp
Financial Modelling Intermediate
7.1/10
1
Years Exp
secondary research Intermediate
7.1/10
1
Years Exp
Market Research Intermediate
7.1/10
1
Years Exp
Tableau Beginner
6.0/10

Work Experience

Equity Research Intern

YES SECURITIES LIMITED

Apr 2025 - Jun 2025

Conducted business research and market analysis on 15+ listed companies to support institutional account planning, go-to-market coverage, and pursuit activities. Developed Power BI dashboards and analytical reports tracking market activity, account metrics, and KPIs for senior stakeholders and client-facing teams. Prepared earnings updates, pitch presentations, and research documentation using secondary research and financial databases; coordinated with cross-functional teams to manage project deliverables. Built valuation models (DCF, P/E, EV/EBITDA) and leveraged Bloomberg for account intelligence, competitive benchmarking, and strategic opportunity identification.

Market Data & Reporting Associate

MORNINGSTAR INDIA LIMITED

Jan 2023 - Jul 2023

Delivered financial statement analysis and structured reports on 10+ companies, tracking operational metrics and KPIs with high accuracy for internal stakeholders. Managed high-volume company reviews; identified process improvements that enhanced reporting efficiency and data consistency in account operations workflows.

Advisory Services Intern

Spectrum Holdings

May 2022 - Dec 2022

Prepared 20+ client presentations, investment proposals, and research docs using company databases and public sources to support business development and account management. Assisted in go-to-market research and pitch development, compiling industry insights, competitive intelligence, and market analysis for client-facing deliverables.

Education

Master of Business Administration - Institute of Management, Nirma University

- 2026 · Afghanistan

Bachelor of Commerce - Sydenham College, Mumbai

- 2022 · Afghanistan

HSC - Mithibai College, Mumbai

- 2019 · Afghanistan

Certifications

NISM-Series-XV- Research Analyst Certification

· 2025

Bloomberg Market Concepts (BMC) Certification

· 2025

Tableau Certification

Udemy · 2025

Investor Certification Examination

SEBI - NISM · 2024

Certificate in Financial Market Analysis & Reporting

BSE Institute Ltd · 2023

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Profile Score Breakdown

📷 Photo 10/10
📄 Resume 10/10
💼 Job Title 10/10
✍️ Bio 10/10
🛠️ Skills 20/20
🎓 Education 10/10
⏱️ Experience 8/15
💰 Rate 0/5
🏆 Certs 5/5
Verified 5/5
Total Score 88/100

Profile Overview

Member sinceMay 2026

Availability Details

Visa Status

Citizen

Relocation

Depends on Offer