Open to opportunities

Shivam User

@shivamuser8

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Finance student and CFA Level II passer focused on research, valuation, and analytics.

India

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What I'm looking for

I am looking for entry- to mid-level roles in finance, analytics, or advisory that emphasize research-driven valuation, hands-on analysis, and collaborative stakeholder work.

I am a finance student with practical experience in research, reporting, and stakeholder coordination, and I have passed CFA Level II. My academic foundation in financial analysis and valuation fundamentals is complemented by certifications in research and derivatives.

Through roles as a research volunteer and senior coordinator, I have conducted primary and secondary research, performed survey and data analysis (including basic regression in R), and produced clear research briefs and presentations. I have also led large-scale event coordination and secured high-value sponsorships, demonstrating negotiation and organizational strengths.

I seek to build a long-term career in finance, analytics, and advisory roles where I can apply valuation intuition, advanced Excel, and market research skills to deliver data-driven insights and value to stakeholders.

Experience

Work history, roles, and key accomplishments

Research Volunteer

Warriors Without Cause

Jan 2024 - Sep 2024 (8 months)

Conducted primary and secondary research across social, health, and education initiatives, performed survey analysis to inform evidence-based planning, and prepared research briefs for stakeholders to support program decisions.

Primary Research Survey Analysis Report Writing Excel R Presentation

Senior Coordinator

Margdarshan SRCC

Jan 2023 - Jan 2024 (1 year)

Led coordination of student society activities guiding applicants through admissions, streamlined communication between students, faculty, and administration, and improved stakeholder processes and organizational efficiency.

Stakeholder Management Event Coordination Leadership Documentation Communication Organization Negotiation

Senior Coordinator

Crossroads'24 SRCC

Secured high-value sponsorships totaling over ₹11,00,000 and managed logistics for events with 25,000+ attendees, ensuring seamless execution and partner satisfaction through negotiation and operational oversight.

Sponsorship Negotiation Event Logistics Vendor Management Communication Budgeting Project Management

Education

Degrees, certifications, and relevant coursework

IIM SKILLS

Professional Certification, Financial Modelling

Enrolled in Financial Modelling course (ongoing) to develop practical modeling and valuation skills.

Shri Ram College of Commerce

Bachelor of Commerce (Honours), Commerce / Finance

Grade: 7.27 / 10

Activities and societies: Finance student activities, research and analytics focus

Bachelor of Commerce (Honours) from Shri Ram College of Commerce with a CGPA of 7.27/10, focused on finance, valuation, and data-driven research.

National Victor Public School

Class XII (CBSE), Senior Secondary

Grade: 93.6%

Completed Senior Secondary (Class XII) under CBSE with a percentage of 93.6%.

CFA Institute

CFA Program (Levels I & II), Investment Management

Completed CFA Level I and passed CFA Level II certification exams, demonstrating competency in investment analysis and portfolio management.

Procapital Academy

Professional Certification, Technical Analysis & Options Trading

Completed a Technical Analysis and Options Trading course to enhance market analysis and derivatives trading skills.

National Institute of Securities Markets (NISM)

NISM Certifications, Securities & Research

Completed NISM certifications including Series XV: Research Analyst and Series VIII: Equity Derivatives to validate regulatory and sector-specific knowledge.