Sumit Joshi Email & Phone Number

Concord, California, Us

Concord, California, Us

Baltimore, Maryland, Us

Baltimore, Maryland, Us

Owings Mills, Md, Us

 As a member of the Investment Analyst team of a leading Fund of Funds, assisting with due diligence on prospective latestage direct investments and Venture Capital funds Managed relationships with a roster of active venture capital fund managers Performed due diligence on prospective fund of fund investments Leveraged MS Excel to build proprietary reports, models and templates Leveraged the proprietary database to prepare industry reports Performed analysis on various industry segments (Medical Device/Supplies, IT, etc.) Delegated responsibilities to interns as needed for data related queries Projects:o Collaborated with third party vendor to implement proprietary CRM Systemo Served as Data Lead for value-add initiatives

Bethesda, Md, Us

 Collaborated with Director of FP&A to develop key performance metrics and relevant reports Served as the conduit between sales and accounts processing team to ensure accuracy of client data during onboarding Executed routine and ad hoc requests for Director of Risk Management Performed Statistical Analyses and developed stress tests to identify potential at-risk clients Prepared periodic revenue reports for senior management

Master Of Science (Ms), Finance

B.S., Aviation Business Administration