Manav Kewlani

• Manage a $410K student-run equity portfolio invested in companies across the Russell 1000 index • Cover 3 industries and 34 financial institutions within the Banks & Consumer Finance sector, conducting research and analysis to support investment decisions

Assisting Dr. Anthony Rice in optimizing Python/Spark financial research models and quantitative data analysis to enhance reliability and efficiency.

• Developed AI-integrated financial models and analytical tools, automating key reporting and research workflows, improving accuracy and efficiency by 25%, and generating insights that shaped investment strategies, contributing to portfolio performance outperforming the Nifty 50 by 8.2% • Conducted equity valuations, due diligence, and investment analysis for a $28.41M client portfolio, including coverage of 2 IPOs and large sectoral investments in steel ($22.73M) and edtech ($39.77M), delivering actionable buy, hold, and risk recommendations • Collaborated closely with brokers, data providers, and buy-side partners including Nomura, CMIE, Screener, and StockEdge, sourcing timely market intelligence, resolving client queries, and enabling fast, high-quality decision-making under tight deadlines • Managed fast-paced, client-facing workflows across multiple projects, researching companies and business models, coordinating expert inputs, supporting tax-related reporting, and ensuring consistent, senior-level communication that strengthened relationships and supported business development initiatives

• Promoted from Intern to Analyst after serving as the primary client contact for 15 HNW clients, delivering precise equity updates, daily trade reports, and simplified market insights while monitoring NSE performance to support portfolios totaling $10.2M

• Executed M&A research in the Financial Research Department, analyzed post-COVID deal activity, consolidation trends, and sector performance, and evaluated the announced Microsoft–Activision Blizzard acquisition • Applied tailored valuation methods across live and post-deal transactions under mentor guidance, including DCF and Comparable Company Analysis for Microsoft’s $68.7B acquisition of Activision — the largest M&A deal of 2022 • Performed Residual Income valuation for Morgan Stanley’s $13B acquisition of E*TRADE and executed the Acquisition Method for Jazz Pharma’s $7.2B purchase of GW Pharma • Delivered in-depth reports on each deal, assessed synergies, risks, and market positioning, and presented forward-looking performance projections to a panel including mentor, managers, and regional director

Relevant Coursework: • Advanced Financial Management, Financial Analysis, Capstone Project and Viva Voce, Financial Reporting, Statement Analysis

Relevant Coursework: • Financial Accounting, Taxation, Statistics, Cost and Corporate Accounting, Financial Systems, Marketing Management, Business Laws, Management Accounting, Business Economics, Human Resource Management