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Sheetal Jaimalani

@sheetaljaimalani

Delivery Manager at Acuity Knowledge Partners developing financial models and investor-facing research for European REITs.

India

Message

At Acuity Knowledge Partners, I develop financial models and contribute written content for initiation reports on listed European REITs. I work with IR and management teams to ensure accuracy and strategic alignment.

I maintain models for quarterly earnings cycles, attend earnings calls, and prepare review notes for clients. I also contribute to thematic research and recurring sector reports.

At Evalueserve, I built financial models for coverage initiation across US REITs and managed sector databases. I led a team of 7–8 people delivering 15 models across multifamily and office sub-sectors, and implemented model-automation improvements.

My earlier work includes corporate strategy and finance at Inorbit Malls, USD/INR and bond market research at State Bank of India, and treasury finance operations at Julius Baer Wealth Advisors. I’m a CFA Charterholder with a PGDM in Finance.

Experience

Work history, roles, and key accomplishments

Current

Delivery Manager

Current

Acuity Knowledge Partners

Apr 2023 - Present (3 years 6 months)

Develops financial models and written content for initiation reports on listed European REITs, collaborating with IR and management. Maintains sector databases, prepares marketing decks, and contributes to thematic research reports.

Financial Modeling Equity Research REITS Bloomberg S&P Global Market Intelligence CBRE ERIX Excel PowerPoint Data Analysis Report Writing

Executive Assistant to CEO

Inorbit Malls

Mar 2022 - Apr 2023 (1 year 1 month)

Served as primary liaison between cross-functional teams and the CEO, identifying project bottlenecks and driving resolution. Monitored operating performance KPIs, prepared corporate presentation decks, and conducted financial due diligence on new projects.

Corporate Strategy Financial Due Diligence KPI Monitoring Presentation Skills Cross functional Coordination Project Management

Sr. Research Associate

Evalueserve

Oct 2018 - Feb 2022 (3 years 4 months)

Built financial models for coverage initiation on US REITs, managed sector databases, and produced analytical visuals. Led a team of 7-8 to deliver 15 financial models and implemented efficiency improvements through automation.

Financial Modeling Equity Research REITS S&P Global Market Intelligence Team Leadership Data Analysis Automation Excel

Research Analyst

State Bank of India

Jun 2017 - Sep 2018 (1 year 3 months)

Produced regular market reports on USD/INR for institutional clients, applying fundamental and technical analysis. Prepared bond market updates and supported equity dealers with earnings updates and IPO valuations.

Market Research Fundamental analysis Technical analysis Forex Bond Report Writing Equity Research IPO Valuation

Finance Intern

Julius Baer Wealth Advisors

Apr 2016 - Jun 2016 (2 months)

Supported treasury finance operations including cash and investment management, vendor payment processes, and SAP system documentation.

Treasury Cash Management Investment Management Vendor Payments SAP

Associate Analyst

XL Dynamics

Oct 2012 - Jul 2014 (1 year 9 months)

Analyzed loan applications at pre-funding and post-funding stages, documented processes, and trained new recruits.

Loan Analysis Process documentation Training

Education

Degrees, certifications, and relevant coursework

CFA Institute

CFA Charterholder, Finance

Earned the Chartered Financial Analyst (CFA) Charterholder designation.

FORE School of Management

PGDM, Finance

Grade: 8.91/10

Activities and societies: International Immersion Program at Nanyang University, Singapore (2016); 2nd position in Delphi Case Study Competition (2015); Capstone Business Simulation Course (2017).

Completed PGDM with a major in Finance and minor in Marketing, achieving a CGPA of 8.91/10. Participated in an International Immersion Program at Nanyang University, Singapore, and secured 2nd position in the Delphi Case Study Competition.