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PY

Pratham Yadav

CFA Level 2 Candidate

New DelhiActively looking

I am a finance and analytics professional with experience across business analysis, strategy, equity trading, investment research, and e-commerce operations. At VMock, I led analytics and business intelligence initiatives for new product launches, delivered insights to more than 50 clients, and worked with cross-functional teams to resolve product and process challenges. I have also developed financial models and investment reports supporting multi-million-dollar transactions. I currently lead the Centre for Financial Education and Awareness at Christ University Delhi NCR, where I have designed and delivered more than 20 workshops and webinars reaching over 1,200 students and community members. My interests include financial markets, trading, business strategy, financial inclusion, retail investor behavior, and using data to drive scalable decisions.

Experience

CF

Head

Centre for Financial Education and Awareness – Christ University Delhi NCR

Aug 2025 – Present

I lead the design and delivery of more than 20 workshops and webinars on personal finance, investments, banking, and financial markets, reaching over 1,200 students and community members. I initiated and supervised research projects on financial inclusion and retail investor behavior, produced three policy-brief-style reports, and presented findings at college seminars.

Workshop designWebinar deliveryPersonal financeInvestment educationBankingFinancial marketsFinancial inclusion researchRetail investor behavior researchPolicy brief writingPublic speaking
ML

Business Strategy Intern

Muller Luggage

Oct 2024 – Dec 2024

Internship

I developed a strategy for launching and scaling the brand’s e-commerce presence, covering market entry, product selection, and operational setup. I provided recommendations to streamline operations, optimize workflows, strengthen market positioning, and improve appeal to target audiences. I also created, updated, and maintained product listings across e-commerce platforms.

Business strategyE-commerce strategyMarket entry strategyProduct selectionOperational setupWorkflow optimizationMarket positioningProduct listing management
V

Business Analyst

VMock

Sep 2023 – Sep 2024

Full time

I analyzed large datasets using advanced tools and methodologies to identify trends and patterns that supported scalability and product enhancement. I led analytics and business intelligence activities for new product launches and development, delivering insights to more than 50 clients. I coordinated with cross-functional teams to resolve product challenges, and analyzed product friction, customer pain points, and user personas to inform product and process recommendations.

Data analysisBusiness analyticsBusiness intelligenceProduct analyticsTrend analysisCross-functional collaborationProblem-solvingCustomer pain-point analysisUser persona analysis
DA

Equity Trading Desk and Analysis Intern

Desvelado Advisory

Jun 2023 – Sep 2023

Internship

I identified and screened potential investment opportunities to uncover new client prospects. I assisted clients with executing complex trades and used data analysis to strengthen market understanding and inform investment strategies. I built client relationships, produced comprehensive reports, and developed advanced financial models supporting multi-million-dollar transactions.

Equity tradingInvestment analysisOpportunity screeningTrade executionData analysisClient relationship managementFinancial modelingFinancial reporting

Education

CI
CFA Institute

Chartered Financial Analyst (Level – 1), Finance

2026

Passed

TH
The Heritage School (Delhi)

AISSE

2018

85.6 [428/500]

TH
The Heritage School (Delhi)

AISSCE (Commerce), Commerce

2020

93.6% [468/500]

SS
Shaheed Sukhdev College of Business Studies (University of Delhi)

Bachelor of Business Administration (BFIA), Business Finance and Investment Analysis

2023

8.00 CGPA

CU
Christ University (Delhi NCR)

Master of Science (Finance & Analytics), Finance & Analytics

2027

3.93 CGPA (Till Sem 1)

Skills

Advanced ExcelFinancial modelingFinancial analysisBusiness analysisData analysisBusiness intelligenceInvestment researchEquity tradingMarket analysisE-commerce strategyProduct strategyProduct listings managementOperational optimizationWorkflow optimizationClient relationship managementCross-functional collaborationJIRAMicrosoft PowerPointMicrosoft WordResearchReport writingWorkshop deliveryLeadershipProblem solvingStrategic planning

Languages

English
Full professional proficiency