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Shobhit AggarwalSA
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Shobhit Aggarwal

@shobhitaggarwal

Financial Analyst at The Algebra Group building investor-ready decks for capital raises up to $30M.

India
Message

At The Algebra Group, I support US-based Fractional CFO, private equity, and private credit clients with budgeting, liquidity planning, and financial modeling. I built an investor-ready pitch deck in four days to support a client's $30M capital raise and developed a Joint Venture model with partner risk-and-return profiles and DCF valuations.

I also led and reviewed the work of three analysts and used Claude to automate monthly performance reporting across three businesses, saving more than 20 hours per month. Earlier, as an Operations & Research Intern at Mudraksh & McShaw Advisory, I assisted with tracking quantitative trading strategies and prepared brokerage cost analysis reports.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

SI

Sonipat, Haryana, India

Bachelor of Business Administration, Business Administration

2020 - 2023

Bachelor of Business Administration with a core focus on Accounting, Management, and Investment Basics.

IL

Imarticus Learning

Post-Graduate Program, Financial Analysis

Post-Graduate Program in Financial Analysis.

NI

NISM

NISM Series 8, Equity and Derivatives

NISM Series 8 certification in Equity and Derivatives.

GL

Great Learning

Pandas for Python, Python

Pandas for Python course.

Tech stack

Software and tools used professionally

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