Open to opportunities

Vipul Jain

@vipuljain1

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Finance professional and CFA Level 2 candidate driving data-led decisions in investment and risk analysis.

India

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What I'm looking for

I’m looking for a role where I can apply financial modeling, investment analysis, and ESG risk thinking to support portfolio and project decisions—ideally with strong mentorship and opportunities to grow into senior finance responsibilities.

I’m a result-driven finance professional and Chartered Financial Analyst (CFA) Level 2 candidate (May 2026), focused on turning analysis into actionable decisions. I combine financial analysis with portfolio management, risk assessment, risk management, and sustainable financing (ESG) to support investment and organizational outcomes.

In my recent role as an Officer (Financial Management) at SEDL, I worked directly with the Managing Director on project finance, cash flow analysis, working capital advisories, and policy structures. Previously, I contributed at WrapTax Labs on compliance risk for digital finance workflows and helped conceptualize a blockchain toolkit; earlier, I supported fundamental analysis and portfolio management as a Financial Services Intern. I also bring customer and strategy discipline from my EdTech core team experience, where I led course strategy and optimized pricing and marketing.

Experience

Work history, roles, and key accomplishments

Officer (Financial Management)

SEDL

Dec 2025 - Apr 2026 (4 months)

Worked directly with the Managing Director to strengthen organizational management, including project finance and cash flow analysis. Developed policy structures (e.g., stock-based appreciation rights and reverse mortgage policy) and provided working-capital based advisories.

Project Finance Cash Flow Analysis Financial Analysis Working Capital Advisory Policy Development Risk Management

Finance Associate

WrapTax Labs Private Ltd.

Dec 2024 - Dec 2025 (1 year)

Served at the intersection of finance, technology, and advisory by consulting on compliance risks to streamline digital finance workflows. Contributed to conceptualizing a blockchain toolkit for secure filing and confirmation.

Financial Advisory Compliance Risk Assessment Blockchain Consulting

Financial Services Intern

Master Capital Services Ltd.

Jul 2023 - Sep 2023 (2 months)

Conducted fundamental analysis of multiple investment avenues and supported understanding of financial markets. Assisted with portfolio management and gained knowledge of quantitative analysis and simulation techniques.

Fundamental analysis Market Analysis Portfolio Management Quantitative Analysis Financial Simulations

Core Team Member

UPSC.EDU (EdTech Start-up)

Sep 2022 - Jun 2023 (9 months)

Led course strategy by optimizing pricing and marketing to increase user engagement. Managed geography domain content, drove customer satisfaction, and mentored/trained clients and peers while documenting process gaps and implementing fixes.

Pricing Optimization Marketing Content Management Customer Satisfaction Mentoring Process Improvement Project Management

Education

Degrees, certifications, and relevant coursework

Amity University

Master of Business Administration (MBA), Finance

Grade: 65.1%

Completed an MBA in Finance at Amity University, achieving 65.1%. Focused on finance-related coursework and fundamentals.

Chandigarh Engineering College

Bachelor of Technology (B-Tech), Computer Science Engineering

Grade: 79.27%

Completed a Bachelor of Technology (B-Tech) in Computer Science Engineering, achieving 79.27%. Built a foundation in computer science and engineering concepts.