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Pranati UdawatPU
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Pranati Udawat

@pranatiudawat

Finance-focused analyst and CFA Level 1 aspirant building portfolio models, security insights, and quantitative risk analysis.

India
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What I'm looking for

I’m looking to start in Investment Banking or Private Equity, contributing to security analysis and portfolio/valuation work while building strong corporate finance and investment research skills—supported by accountability, learning, and CFA Level 1 progress.

I’m a BBA student specializing in Finance and an aspiring CFA Level 1 candidate, driven to build a career in Investment Banking or Private Equity. I’m energized by roles that combine rigorous analysis with clear, decision-ready outputs.

In my academic work, I led a Stock Analysis project for Security Analysis by constructing a custom portfolio for a moderate-risk investor. I optimized the Efficient Frontier for maximum Sharpe ratio, used correlation matrix analysis, and built a capital allocation model balancing 19% equity with 81% risk-free bonds, supported by Excel forecasting and AI sentiment analysis.

Through my internship at Credence International LLP, I delivered a structured Market Study across 50+ firms spanning Dubai and North America. I generated strategic market-entry outputs that informed senior management decisions, strengthening my ability to translate research into actionable recommendations.

I also bring a detail-oriented, service-minded approach from prior experience, including working with Azad Foundation on Women on Wheels. I enjoy accountability, learn quickly, and bring strong Excel modeling, quantitative risk analysis, and client-focused thinking to every project.

Experience

Work history, roles, and key accomplishments

CL

Sales & Marketing Intern

Credence International LLP

May 2025 - Jul 2025 (2 months)

Conducted market and competitor analysis across 50+ firms in Dubai and North America to support strategic market-entry planning. Managed LinkedIn and Instagram content, boosting engagement by 40%, generating 25+ qualified B2B leads, converting 2 leads to customers, and driving ₹15,500+ revenue in 65 days.

AF

Social Work Intern

Azad Foundation

May 2024 - Jun 2024 (1 month)

Supported the Women on Wheels program by assisting with coordination of vocational training workshops and conducting research on mobility challenges faced by women in underserved communities. Completed data management tasks (data entry) and helped design promotional materials like posters and banners to increase participant visibility.

Education

Degrees, certifications, and relevant coursework

TI

T A Pai Management Institute

BBA (Hons.), Finance/IT and Analytics

2023 -

BBA (Hons.) student specializing in Finance/IT and Analytics. Completed an academic stock portfolio optimization project involving portfolio construction, Efficient Frontier, and Sharpe ratio maximization.

MV

Maharaja Sawai Man Singh Vidyalaya

Class XII, Higher Secondary

Completed Class XII at Maharaja Sawai Man Singh Vidyalaya, Jaipur in 2023.

MV

Maharaja Sawai Man Singh Vidyalaya

Class X, Secondary

Completed Class X at Maharaja Sawai Man Singh Vidyalaya, Jaipur in 2021.

Tech stack

Software and tools used professionally

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