Anupama Hada
@anupamahada
Finance Professional | Project & Process Management | Market Research & Strategic Insights | Investment Banking Support | Salesforce, Excel, Pitchbook
What I'm looking for
Highly motivated finance professional with 5+ years of experience in the financial services. Adept at supporting investment banking functions, conducting market research, and driving process optimization across multi-functional teams. Proven success in managing project workflows, stakeholder relationships, and business development initiatives. Key achievements include: Reduced onboarding time by 67% by developing training modules for new departments. Increased client-qualified leads by 20% through strategic research for an AI advisory firm. Contributed to $410M+ in client profits via outreach and seller coordination for a top investment bank. Migrated CRM to Salesforce, improving efficiency and reducing reporting time by 30%. Hands-on experience with tools like Salesforce, Pitchbook, Factset, Preqin, and Excel. Demonstrated ability to lead analysts, deliver high-quality deliverables under tight deadlines, and adapt to dynamic needs
Experience
Work history, roles, and key accomplishments
Associate
Tresvista Analytics LLP
Jul 2023 - Jul 2025 (2 years)
Supported execution of 15+ LP- and GP-led secondaries transactions totaling ~USD 4B by performing fund screening, data-room analysis, modeling, investment memos and transfer documentation; executed transfers of ~50 funds per deal to ensure compliant, efficient closings.
Senior Analyst
Tresvista Analytics LLP
Jul 2022 - Jun 2023 (11 months)
Led transaction support for secondaries, co-investments and direct investments producing client materials (teasers, buyer presentations, comparables) and drove a 30% reduction in man-hours by transitioning to a website-based CRM and streamlining operations.
Analyst
Tresvista Analytics LLP
Nov 2020 - Jun 2022 (1 year 7 months)
Assisted on 20+ deals contributing to $410M+ client profits on a ~$3B portfolio by achieving ~100% pricing on NAV; prepared 150+ management presentations, portfolio spreads and company profiles for PE transactions.
President
Department of Business Economics, Shivaji College
Apr 2019 - Oct 2020 (1 year 6 months)
As President, I organized seminars and expanded outreach, leading to a 30% increase in participant engagement through new partnerships.
Summer Intern
Grant Thornton India
Jul 2019 - Jul 2019 (0 months)
Assisted in forensic audit of Unitech Group as part of Supreme Court-appointed engagement, analyzing suspicious transactions and identifying root causes of fraudulent activities totaling ~₹250 Cr.
Education
Degrees, certifications, and relevant coursework
Shivaji College, University of Delhi
Bachelor of Arts (Hons.), Business Economics
2017 - 2020
Activities and societies: Organised 6 business economics seminars for 200+ participants and led a team of 8 as President of the Department. Led the execution of Vibrations, Cultural Fest as Media & PR Head, overseeing sponsorships and event management.
Pursued a Bachelor of Arts (Hons.) in Business Economics, focusing on the principles of economics and their application in business contexts. Engaged in various projects and seminars that enhanced understanding of market dynamics and economic theories.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Social media
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