Tejasvi Shetty

Investment Professional Analyst

Professional Overview

Tejasvi Shetty is an accomplished Investment Professional Analyst with a diverse background in investment management, corporate finance, and strategic advisory. He leverages his strong analytical skills, industry expertise, and collaborative approach to drive investment decisions and support business growth for leading financial institutions.

Experience Summary

Current Roles

Investment Professional Analyst, Neev Fund (2023-08-01 to Present)

• Conducts in-depth research and analysis to identify attractive investment opportunities aligned with the fund's strategic objectives

• Performs comprehensive due diligence on potential investments, evaluating financial models, market trends, and growth potential

• Collaborates cross-functionally to develop investment theses and present recommendations to the investment committee

• Monitors portfolio companies' performance and identifies areas for value enhancement

Investment Professional, SBI Ventures Limited (2023-08-01 to Present)

• Actively sources and evaluates prospective investment opportunities in high-growth sectors

• Develops tailored investment strategies and financial models to support investment decision-making

• Engages with portfolio companies to provide strategic guidance and operational support for growth initiatives

• Contributes to the firm's investment thesis development and portfolio management activities

Career Progression

Senior Associate, Alvarez & Marsal (2021-11-01 to 2023-08-01)

• Advised clients on complex financial restructuring, turnaround, and performance improvement initiatives

• Spearheaded cross-functional teams to analyze financial data, identify operational inefficiencies, and implement strategic solutions

• Played a key role in driving successful outcomes for clients, resulting in improved financial performance and operational efficiency

Associate, Alvarez & Marsal (2019-11-01 to 2021-10-01)

• Conducted comprehensive financial and operational assessments to uncover value creation opportunities

• Collaborated with client leadership to develop and execute transformation strategies

• Demonstrated strong problem-solving and analytical skills to drive impactful business recommendations

Audit Staff Accountant, KPMG India (2015-09-01 to 2019-02-01)

• Performed detailed audits and financial reviews for clients across various industries

• Gained experience in financial reporting, compliance, and internal control assessment

• Contributed to the delivery of high-quality audit services and provided valuable insights to clients

Academic Background

Tejasvi holds a Bachelor of Commerce (B.Com.) degree from the University of Mumbai, where he graduated with distinction and specialized in Finance and Accounting.

Areas of Expertise

• Investment analysis and portfolio management

• Financial modeling and valuation

• Due diligence and investment thesis development

• Corporate finance and strategic advisory

• Operational optimization and performance improvement

• Cross-functional collaboration and stakeholder management

Professional Impact

• Played a pivotal role in the successful restructuring and turnaround of a multinational manufacturing company, resulting in a 25% improvement in EBITDA

• Identified and evaluated multiple growth-stage investment opportunities for Neev Fund, leading to the deployment of $50 million in capital

• Collaborated with the SBI Ventures Limited team to develop and implement a data-driven investment strategy, resulting in a 15% increase in portfolio returns

Conclusion

With a strong track record of success in investment management, corporate finance, and strategic advisory, Tejasvi Shetty is well-positioned to drive value creation and contribute to the growth of leading financial institutions. His analytical acumen, industry expertise, and ability to work effectively across teams make him a valuable asset in the dynamic investment landscape.