Mani Shankar

Conducted primary and secondary research across 3 macroeconomic trends and 5 industry sectors to produce actionable market insights. Authored 12+ institutional deliverables and presented findings to clients to support ongoing thought leadership.

Designed growth and capital-raising strategies for 15+ startup founders and built 10+ investor-tailored pitch materials. Mapped and screened 150+ VC/PE funds across US, EU, and Middle East to strengthen outbound outreach and deal assessment.

Performed bottom-up research on 12 small-/mid-cap companies across renewables, defense, and consumer goods. Authored valuation and catalyst investment notes after 3 site visits and management meetings, and pitched ideas in weekly asset allocation discussions.

Delivered independent ESG risk assessments for 180+ listed global corporations for Tier-1 asset managers. Analyzed regulatory filings (SEC/EEA) to quantify material financial and reputational risks and collaborated with a global team of 18 analysts to refine research methodologies.

Conducted 25+ financial benchmarking studies for multinational enterprises and evaluated operational models for cross-border transactions exceeding $50M. Built financial scenario models and produced 40+ compliance documents to minimize tax risk while supporting senior consultants on client deliverables.

Onboarded 20+ high-net-worth individuals by explaining equity Portfolio Management Services (PMS) and supported early understanding of investor needs. Assisted senior team members in preparing client materials and improving engagement effectiveness around long-term wealth management.

Passed CFA Level I and is a CFA Level II candidate; the Level II exam was taken in May 2026 and results are awaited.

Earned a Bachelor of Commerce with a focus on Accounting & Finance from SIES College in Mumbai in 2019.