Viraaj Dhawan

Viraaj Dhawan

Associate @ Edgemont Partners

About

I graduated from Indiana University’s Kelley School of Business in May of 2023 majoring in finance and accounting. Currently, I am an Associate at Edgemont Partners doing healthcare M&A. I hold series 63 and 79 securities licenses.

Country

United States

City

New York

Industry

Investment Banking

Skill

Data Analysis, Leadership, Microsoft Word, Strategic Planning, Research, Customer Service, Customer Relationship Management (CRM), Team Leadership, Team Building

Experience

Edgemont Partners

Associate

Edgemont Partners

LinkedIn
2026-1 - Present · 9 mos
Edgemont Partners

Senior Analyst

Edgemont Partners

LinkedIn
2025-7 - 2026-1 · 7 mos

New York, New York, United States

Edgemont Partners

Investment Banking Analyst

Edgemont Partners

LinkedIn
2023-7 - 2025-7 · 2 yrs 1 mo

New York, New York, United States

Healthcare M&A

Edgemont Partners

Summer Analyst

Edgemont Partners

LinkedIn
2022-6 - 2022-8 · 3 mos

New York, New York, United States

Healthcare M&A

BeBeez Italia

Publishing Intern

BeBeez Italia

LinkedIn
2022-1 - 2022-5 · 5 mos

Milan, Lombardy, Italy

Clarabridge

Finance Intern

Clarabridge

2021-5 - 2022-1 · 9 mos

Reston, Virginia, United States

Calculated and processed commissions on 50+ deals per month to appropriately allocate deal revenue to the sales team using Excel and SalesForce Communicated with 90+ account managers and the FP&A team to ensure sales reps are paid accurately while meeting tight monthly deadlines Created a mail merge API tool to send commissions to sales representatives and cut down the time to send by 75%

WiserAdvisor

Intern

WiserAdvisor

LinkedIn
2020-5 - 2020-8 · 4 mos

Fairfax, Virginia, United States

Designed and beta tested a new hot transfer product that improved lead quality and created over $500 in revenue Analyzed a variety of data to understand lead quality by source, discover lost potential revenue and how to convert it, and to assist a customer in deciding how to use their network efficiently to handle an increase in lead volume and spending Created a dashboard to quickly understand affiliate data including each affiliates effectiveness, cost/revenue, and volume projections given data from the past 6 months

WiserAdvisor

Intern

WiserAdvisor

LinkedIn
2018-6 - 2018-7 · 2 mos

Fairfax, Virginia

Trained as a verification specialist speaking to hundreds of leads with the goal of ensuring the highest quality of service for a nationwide financial adviser network. Worked with the CEO to create executive dashboards to efficiently display data for all teams, crucial to efficient performance and task management. Simplified the integration of a new phone system and customer relationship management (CRM) platform to improve efficiency and data management. Shadowed the Junior and Senior accounts managers to gain an introduction into the profession of financial planning.

Zopa Bank

Intern

Zopa Bank

LinkedIn
2017-7 - 2017-7 · 1 mo

London, United Kingdom

Performed usability study for Zopa Mobile App with a design firm to support the product team. Gained first-hand experience at understanding app navigation complexities and the difficulties of communicating features to users. Developed requirements for the internal customer service platform by interviewing key teams within Zopa. The work proved to be crucial to transfer customer service to the Sales Force Platform.

Curb - The Taxi App

Summer Internship

Curb - The Taxi App

2016-7 - 2016-8 · 2 mos

Arlington, Virginia

Analyzed accuracy of data captured from the Curb App on all platforms (iOS and Android) in New Relic. E.g booking and cancellation events Create New Relic Dashboards to summarize usage data, e.g rides (hailed, accepted, and canceled) by the hour. Dashboards used by Engineers to fix the data delay between the app and the Curb New Relic Server Worked with Paypal to kick-off Paypal integration into Curb Platform.

Education

Indiana University - Kelley School of Business

Indiana University - Kelley School of Business

LinkedIn

Accounting and Finance

2019 - 2023 · 4 yrs
IES Abroad

IES Abroad

LinkedIn

Business/Commerce, General

2022-1 - 2022-6 · 6 mos

Studied in Milan for a semester exploring coursework in strategic management and banking & financial markets, and financial news publishing while interning at EdiBeez

Viraaj Dhawan's Contact Information

Email

******@***.com

Phone

(**) *** ****

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