Aashna Shah
Undergraduate Teaching Assistant @ Isenberg School of Management, UMass Amherst
About
"Hard work is a price you pay for success." I live by this quote, as I believe that success is a direct result of the effort we put in. As a dual degree aspirant in Finance and Managerial Economics at the University of Massachusetts Amherst's Isenberg School of Management, I want to get into the financial services industry, particularly in equity research and investment banking. My journey has been enriched by hands-on experiences crafting valuation sheets, working with Excel to evaluate companies, creating stock purchase pitch decks, and offering client-centric solutions. As a result, both my technical knowledge and soft skills have expanded and strengthened over time. In every internship, competition, and extracurricular activity, I have embraced diligence, competence, and hard work. These values are the driving force behind my strive for perfection, and I am eager to leverage them as I progress in my career.
United States
Amherst
Financial Services
S&P Capital IQ, Client Relations, Market Research, Equity Research, Communication, Valuation, Networking, Financial Analysis, Database Management System (DBMS), Canva, Marketing, MySQL, Java, Microsoft Word, Microsoft Excel, Research, Project Management, Microsoft PowerPoint
Experience

Undergraduate Teaching Assistant
Amherst, MA
Lead Teaching Assistant for the Freshman Transitions Seminar - 191T/192T (Spring'25, Fall'25, & Spring’26) This course helps you get career-ready by building strong resumes, cover letters, and LinkedIn profiles while boosting networking skills and overall confidence for future opportunities. My role is to: - Attend meetings to go over lesson plans, homework assignments, and evaluation standards - Facilitate a learning environment for students through independently instructed weekly sessions - Mentor around 25 students to help them navigate their academic as well as their extracurricular experiences Teaching Assistant for Fundamentals of Marketing - Mkt301 (Fall'25) This course introduces the basics of marketing, covering strategy, consumer behaviour, and real-world applications while helping you understand how brands connect with people and grow. My role is to: - Hold weekly office hours to support students with marketing concepts, assignments, and projects - Assist in-class activities by facilitating group discussions and providing guidance during teamwork exercises - Manage communication and grading responsibilities for 40-50 students, ensuring timely feedback and support

Senior Analyst
As a Senior Analyst at MIEF, I led a team in pitching EssilorLuxottica (EPA: EL), Zota Healthcare (NSE: ZOTA), Screen Holdings (TYO: 7735), and Intuitive Surgical (NASDAQ: ISRG), driving investment thesis development and delivering a full valuation analysis. I also mentored junior analysts, guiding them through stock pitching, financial modeling, and strategic research to strengthen their investment skills.

Analyst
Amherst, Massachusetts, United States
As an Analyst at MIEF, I attend biweekly meetings where I learn about valuation methodologies, look into prospects for professional growth, and actively participate in conversations about market trends. Using a variety of valuation techniques, such as the Dividend Discount Model, Trading Comps, and the DCF model, I developed a pitch deck for SanFu Chemicals (TWSE: 4755) and Vertex Pharmaceuticals (NASDAQ: VRTX). Furthermore, I gathered and examined data from the Bloomberg Terminal to create a comprehensive financial study, and concluded my findings to fund members for possible portfolio inclusion.

Private Equity Intern
Cloud 9 / Willets Group
New York, United States
At Cloud 9 Investments / Willets Group, I worked closely with senior leadership on evaluating high-growth technology opportunities across AI, data infrastructure, SaaS, fintech, and hyperscalers. My role involved analyzing public filings, investor materials, and market positioning to build comprehensive company assessments and identify potential acquisition, partnership, and integration opportunities. I regularly presented investment insights and strategic recommendations directly to the CEO, contributing to discussions around capital allocation and long-term platform expansion. Beyond research, I supported live deal evaluations and cross-border opportunities, assisting with financial projections, client conversations, and investment memos that informed decision-making. The experience strengthened my ability to think like an investor - connecting market trends, financial analysis, and strategic fit.

M&A Intern in the Strategy, Risk, and Transactions Department
Mumbai
At Deloitte, I had the opportunity to conduct in-depth market research and create detailed data decks across industries, including the semiconductor industry, animal healthcare, personal care, and private equity funds in India. I prepared PowerPoint pitch books and client presentations, combining industry insights and market trends. My role also involved diving into target companies' financials, analyzing market trends, and synthesizing complex data into concise reports in Excel. I gained valuable hands-on experience assessing both risks and opportunities, skills that deepened my strategic thinking and analytical approach. Beyond the project work, I connected with senior colleagues to learn best practices in the field, actively seeking feedback to sharpen my understanding of consulting dynamics. Working in such a collaborative, fast-paced environment has given me a strong foundation in strategy and consulting, and I’m excited to take these experiences forward.

Equity Research and Investment Banking Intern
At Moneybee Investment Advisors Pvt. Ltd, I worked with the Equity Research team to analyze financial statements and annual reports and attended management meetings to create comprehensive valuation sheets. Using tools like Excel for data analysis and PowerPoint for crafting impactful presentation decks, my team and I pitched a diverse portfolio with over a dozen companies to senior executives. Moreover, I gained valuable exposure to the intricacies of the investment banking sector. From client interactions to consulting meetings and navigating legal mandates, I delved deep into the realm of financial transactions. These experiences enriched my communication skills and expanded my professional network.

Social Media Marketing Intern
Mumbai, Maharashtra, India
As a social media marketing intern at Zayn and Zoey Official, I developed effective strategies and plans tailored to the company's identity and target audience. Additionally, with the creation of dynamic Instagram reels that utilized innovative storytelling techniques and visually captivating elements, I increased online engagement by 260%. This internship helped me foster deep connections and spur meaningful interactions through networking with bloggers and influencers - strategic alliances that proved to be a great move in improving the company's digital reach.

Marketing Intern
Mumbai, Maharashtra, India
My internship at Megafine Pharma Pvt. Ltd. allowed me to assess various business functions wherein I organized financial data to gain insights into the company's operations. This involved a thorough examination of key metrics and performance indicators to identify strengths and opportunities for optimization. With this information, I presented compelling solutions and strategic recommendations to some of the top executives, outlining next-level strategies to drive growth and enhance the company's competitive edge in the market. My efforts not only optimized current operations but also positioned the company for long-term success in an ever-evolving pharmaceutical landscape.
Aashna Shah's Contact Information
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