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Lakshmi MongaLM
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Lakshmi Monga

@lakshmimonga

Research and Investment Analyst at TresVista Analytics, assessing credit risk across 45+ portfolio companies.

India
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At TresVista Analytics LLP, I lead investment analysis and portfolio monitoring work for private equity and private credit clients. I’ve assessed credit risk across 45+ portfolio companies and delivered Investment Committee memos and tear sheets for 30+ companies.

I also redesigned a cash flow model and automated portfolio documentation workflows, improving team efficiency by ~20%. Earlier, at PredictRAM, I analyzed macroeconomic developments and authored equity research reports; as an Energy Innovation Capital venture capital extern, I researched climate technology markets and evaluated investment opportunities.

Experience

Work history, roles, and key accomplishments

TresVista Analytics LLP logoTL
Current

Research and Investment Analyst

TresVista Analytics LLP

Oct 2024 - Present (2 years)

Led investment analysis and portfolio monitoring for private equity and private credit clients, evaluating financial performance and credit risk across 45+ portfolio companies. Delivered IC memos and tear sheets, redesigned cash flow models, and automated documentation workflows to improve team efficiency.

Education

Degrees, certifications, and relevant coursework

CFA Institute logoCI

CFA Institute

Chartered Financial Analyst (Level 1), Finance

Passed Level 1 of the Chartered Financial Analyst program.

EC

Energy Innovation Capital

Venture Capital Extern, Venture Capital

2024 - 2024

Completed a Venture Capital Externship, conducting commercial due diligence and market research.

Maitreyi College, University of Delhi logoMD

Maitreyi College, University of Delhi

Bachelor of Commerce (Honours), Commerce

2020 - 2023

Grade: 8.8 CGPA

Pursued Bachelor of Commerce (Honours) with a CGPA of 8.8.

MS

Mira Model School

Class XII (CBSE), General Studies

2019 - 2020

Grade: 96.0%

Completed Class XII under CBSE with 96.0%.

JP Morgan logoJM

JP Morgan

Virtual Experience Program, Investment Banking

Completed the Investment Banking Virtual Experience Program, analyzing M&A targets and performing DCF-based valuation.

Tech stack

Software and tools used professionally

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