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Kalpit Jain

@kalpitjain

Financial Analyst at Tristone Strategic Partners, where I co-developed AI workflows and manager-review templates for family offices.

India
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At Tristone Strategic Partners LLP, I research and draft investment memos on real estate deals and fund commitments, and prepare manager reviews and quarterly reports covering more than 1,000 investments. I co-developed templates and AI workflows to standardize these reports, and mapped AI exposure across a portfolio of approximately US$500 million.

I serve as the day-to-day point of contact for a U.S. client, lead regular calls, and train and manage two analysts. Earlier, at 1 Finance Pvt. Ltd., my research on bank relationship managers’ mis-selling was cited by Outlook Money and underpinned the firm’s documentary Mis-sold.

Experience

Work history, roles, and key accomplishments

TL
Current

Financial Analyst

Tristone Strategic Partners LLP

Feb 2025 - Present (1 year 9 months)

Core analyst for a U.S. multi-family office serving UHNW families, with work across 2–3 other family offices. Researched and drafted 30+ investment memos on direct hospitality and residential real estate deals, and private equity and real estate fund commitments.

FL

Financial Research Intern

1 Finance Pvt. Ltd.

Jun 2024 - Sep 2024 (3 months)

Member of the 1 Finance Magazine research team; work published and cited by national media. Conducted and analysed a survey of 200+ bank relationship managers across India, and analysed ESOP practices across NIFTY 500 companies.

AL

Accounting & Finance Intern

Ambit Finvest Pvt. Ltd.

Jun 2023 - Jul 2023 (1 month)

Supported the Vice President on finance and accounting operations at an NBFC, gaining exposure to lending operations and financial reporting.

Education

Degrees, certifications, and relevant coursework

CFA Institute logoCI

CFA Institute

CFA Program, Finance

2025 - 2025

Passed Level I in Feb 2025 and Level II in Nov 2025 of the CFA Program.

NMIMS Anil Surendra Modi School of Commerce logoNC

NMIMS Anil Surendra Modi School of Commerce

Bachelor of Business Administration, Finance

2021 - 2024

Grade: 3.73/4.0

Activities and societies: Dean's Meritorious List; top 10% of the batch.

Bachelor of Business Administration in Finance with a CGPA of 3.73/4.0, Dean's Meritorious List, top 10% of the batch.

Tech stack

Software and tools used professionally

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