Anupam Tripathi User

I’m a management graduate from IIM Bodhgaya, with CFA Level II and FRM Part II passed. I like turning complex markets into clear, decision-ready analysis—especially where performance, risk, and portfolio construction meet.

In my investment consulting internship at Mercer (Marsh McLennan), I supported institutional clients across $6Bn+ AUM through end-to-end monthly and quarterly performance reporting. I coordinated with onshore teams to deliver customized outputs, and I used performance attribution across equity, fixed income, and alternatives to surface underperformance that informed manager search and retention decisions.

I also strengthened the “front-to-back” research workflow: I led fee analysis and manager search engagements, screened 50+ funds across asset classes using Investment Metrics, and produced evaluation reports and shortlists incorporated into client proposals. Alongside that, I built Excel/VBA reporting templates and automated performance reporting workflows using Python, reducing estimated report generation time by ~30% per cycle while standardizing quality across 12 client portfolios.

Beyond consulting, I’ve built valuation and risk models for companies like Zomato and Coal India—using 3-statement DCF and relative valuation, Monte Carlo (10,000 iterations), and VaR/Expected Shortfall. I also contribute as a LinkedIn content creator (15,000+ followers) for the IPM/CFA/FRM community, and I’m energized by rigorous learning programs like ICAP and bootcamps that push me to apply skills faster and better.