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Tanmay Suri CV

Tanmay Suri is an aspiring finance professional with a focus on portfolio management and corporate finance, currently gaining experience through internships and academic projects. He has completed a Financial Markets Course at Yale and is pursuing a B.Com (Hons.) at Hansraj College. His internships include roles as a Junior Analyst and Executive Assistant, where he has contributed to investment research, client portfolio analysis, and investor education initiatives.

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48 views2 pages

Tanmay Suri CV

Tanmay Suri is an aspiring finance professional with a focus on portfolio management and corporate finance, currently gaining experience through internships and academic projects. He has completed a Financial Markets Course at Yale and is pursuing a B.Com (Hons.) at Hansraj College. His internships include roles as a Junior Analyst and Executive Assistant, where he has contributed to investment research, client portfolio analysis, and investor education initiatives.

Uploaded by

Tanmay Suri
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd

TANMAY SURI

DLF Pinnacle, DLF Phase 5, Gurgaon


+91 9311335313 | TanmaySuri22@[Link] | [Link]

Aspiring finance professional with a strong interest in portfolio management and corporate finance.
Currently gaining practical experience through internships and academic projects. Eager to contribute to wealth
management teams and develop expertise in investment advisory and portfolio strategy.

EDUCATION
Hansraj College 2027
University of Delhi (B. Com (Hons.))

Yale University 2023


Financial Markets Course

McKinsey Forward Program 2025


Leadership development program

Lotus Valley International School, Gurugram 94.8% 2024


(CBSE) XIIth

Lotus Valley International School, Noida 90.2% 2022


(CBSE) Xth

INTERNSHIPS & PROJECTS


Junior Analyst | IFSA Hansraj, New Delhi, India (November 2024 – Present)

• Selected from 400+ applicants for a 20-member cohort.


Worked on two live projects:
→ OMI Foundation: Researched hedge funds, real estate, blockchain & DeFi use-cases in Indian
markets; presented insights to fund managers.
→ NSDL: Built engagement strategies to attract 18–25 y/o investors & solved real client grievances
for a ₹3000 Cr+ govt-backed depository.

Executive Assistant | Women Talk Money, Gurgaon, India (November 2023 – Present)

• Shadowed a SEBI-registered investment advisor managing ₹9.2 Cr AUM.


• Helped analyse client portfolios and suggest realignment based on market conditions.
• Led WhatsApp-based investor education campaigns that improved client engagement by 15%.
• Gained exposure to financial planning tools, client interaction, and strategic wealth-building.
Equity Research Intern | Complete Circle, Delhi, India (July – 2024 )

• Assisted in portfolio analysis and investment research under a fund manager handling ₹3,000 crore
AUM.
• Conducted market research and basic financial modeling to support investment decision-making.
• Gained insights into risk assessment, asset allocation, and fund strategy execution.

EXTRACURRICULAR ACTIVITIES
• Winter School 2024, IIM Ahmedabad: Contributed to an AI-focused practicum, designing tech-
driven solutions for education equity.
• TiE Delhi-NCR, IIT Delhi: Secured 2nd Runner-Up for “Plastochem” — a B-plan using
pyrolysis to convert plastic waste into fuel.
• Volunteer, Sunshine Society: Raised 25% more funds YoY to educate 100+ underprivileged kids.
• Completed 120 Whitehat Jr. coding classes; published multiple browser-based games using Java
& HTML under mentorship of Google developer.

SKILLS
Financial Analysis, Portfolio Tracking, Excel (V-lookups, Pivot Tables), Google Sheets, Basic Financial
Modelling, PowerPoint, Project Management, Team Collaboration, Problem-Solving, Analytical Thinking. Soft
Skills: Communication, deadline management, research, public speaking

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