Looking for a job

Shreyas Iyer

@shreyasiyer

Message

I build financial models and investment research to support portfolio and business decisions.

India

Message

What I'm looking for

I'm seeking a challenging role in a reputable organization where I can expand and apply my financial analysis, modeling, research, and operational skills while continuing to learn.

I've built three-statement financial models for 10–12 companies at Whitepine Investment Management and maintained quarterly financials across more than 50 company models for portfolio decisions.

I reviewed company filings over two earnings cycles, extracted accurate financial data, and summarized earnings-call transcripts to support internal investment discussions. I also assisted the portfolio manager with cross-sector research and data gathering.

At West Vic Energy, I design residential solar configurations in Pylon, prepare customer quotations, and manage invoicing and accounting records in Xero. I also process Solar Victoria rebate applications and coordinate customer follow-ups through CRM activities.

I'm a CFA Level III Candidate with a Bachelor of Accounting & Finance, supported by NISM research analyst and equity derivatives certifications and FMVA training.

Experience

Work history, roles, and key accomplishments

Junior Analyst

Whitepine Investment Management Pvt Ltd

Jun 2025 - Nov 2025 (5 months)

Built 3-statement financial models for 10-12 companies and updated quarterly financials across 50+ models. Reviewed company filings and tracked earnings call transcripts to support investment decisions.

Financial Modeling Financial Analysis Research

Education

Degrees, certifications, and relevant coursework

Corporate Finance Institute (CFI)

Financial Modeling & Valuation Analysis (FMVA), Finance

2023 - 2024

Earned the Financial Modeling & Valuation Analysis (FMVA) certification and completed courses in Advanced Excel, Financial Analysis, and Corporate Finance.