Sheryl Lazer
@sheryllazer
Strategy and investment analyst skilled in financial analysis
What I'm looking for
I'm an investment analyst with a strong background in portfolio management and financial analysis. Currently, I work at TresVista, where I collaborate with a US-based Private Credit Fund, managing portfolios and conducting valuations for over 55 companies. My experience includes building performance dashboards and engaging with valuation firms to assess key metrics impacting valuations.
Previously, I served as a research analyst at T&A Consulting, where I represented the Economic Development Association of New Jersey and identified over 150 Indian companies for potential market entry into North America. My internship at GSF India allowed me to analyze the market attractiveness of startups across various sectors, enhancing my skills in due diligence and financial analysis.
Experience
Work history, roles, and key accomplishments
Analyst, Research & Investment Services
TresVista
Dec 2023 - Present (1 year 7 months)
Collaborated with a US-based Private Credit Fund with ~$10.0Bn AUM, in Portfolio Management, Valuations, Industry Landscaping, IC Memos, and Greenlight Financial Models. Onboarded new portfolio companies, built performance dashboards, and managed risk tolerance levels for over 55 companies.
Research Analyst
T&A Consulting
Jul 2023 - Nov 2023 (4 months)
Identified 150+ Indian companies and startups with potential to enter the North American market, extending and managing relationships with 15+ National Industry Associations and Academic Institutions. Conducted two roadshows focused on Lifesciences, Technology, F&B, and Clean Energy industries in southern India.
Investment Intern
GSF India
Aug 2022 - Jun 2023 (10 months)
Analyzed the market attractiveness of 200+ startups in various sectors, scouting deals, conducting due diligence and financial analysis for pre-seed/seed investments. Evaluated applications and scaled the GSF Academy to a cohort of 150+ startups, improving brand visibility by 75% and building a database of 1,000+ Angel Investors.
Business Consulting Intern
EY – GDS
Jan 2022 - Mar 2022 (2 months)
Conducted in-depth research on the Banking and Financial Services Ecosystem for the US and Japan. Prepared comprehensive reports documented across four verticals: operations, structure, services provided and fees charged, for 16+ Global and Regional banks.
Education
Degrees, certifications, and relevant coursework
Jesus and Mary College, University of Delhi
B.A. (Honors), Economics
Grade: 8.19 CGPA
Activities and societies: Secured First Position in the EY CAFTA Case Championship 2021 (National – level) in Risk Management, outperforming participants from over 3,000 college students nationwide in the competition.
Completed a Bachelor of Arts with Honors in Economics, with a minor in Mathematics. Achieved a CGPA of 8.19.
St. Patrick’s Junior College
ISC, General Studies
Grade: 91.25%
Activities and societies: Sole Student Representative elected to the Student Council for two consecutive academic sessions (2018-20).
Completed the Indian School Certificate (ISC) examination. Achieved a score of 91.25%.
St. Patrick’s Junior College
ICSE, General Studies
Grade: 94.60%
Completed the Indian Certificate of Secondary Education (ICSE) examination. Achieved a score of 94.60%.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Social media
Job categories
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