Yash Agrawal Email and Phone Number
Finance professional with 5 years of experience, specializing in investment analysis, financial modeling, and data-driven decision-making. Currently pursuing an MBA with a focus on Finance (STEM) at the University of Utah, I am passionate about leveraging analytical skills to drive investment decisions and support impactful business outcomes.As an Investment Analyst at the Sorenson Impact Institute and the Center for Medical Innovation (CMI), I conduct in-depth market analysis, source deals, and perform due diligence to inform high-impact investment decisions. My work involves evaluating market potential and financial feasibility to support the development and commercialization of cutting-edge technologies.Through my experiences at Bench to Bedside and CMI, I have gained a deeper understanding of the medical device and med tech industries. This, combined with my mechanical engineering background, enables me to bridge the gap between technical and financial insights, allowing me to make more informed investment recommendations, particularly in the tech and med tech sectors.Additionally, as a member of the Student Investment Fund, I collaborate with a team to manage a $1.1 million portfolio, with the goal of generating higher returns for our investors. This experience has further honed my skills in portfolio management and equity research.With a strong foundation in financial analysis, investment strategy, and market research, I am driven to apply my expertise in managing portfolios, analyzing financial data, and delivering strategic financial recommendations.
University Of Utah Student Investment Fund
View- Employees:
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Equity Research AnalystUniversity Of Utah Student Investment Fund Aug 2024 - PresentSalt Lake City Metropolitan Area• Part of a dynamic team managing a $1.1 million portfolio, applying academic theory to optimize investment strategies.• Conduct equity research and analyze macroeconomic trends to identify lucrative opportunities.• Present investment strategies to team, enhancing portfolio performance through collaborative efforts.
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Investment Analyst InternSorenson Impact May 2024 - PresentSalt Lake County, Utah, United StatesResponsibilities: • Conduct thorough research and analysis to identify investment opportunities that align with the institute's mission of generating social and environmental impact alongside financial returns.• Engage in deal sourcing by networking, attending industry events, and leveraging databases to identify potential investment targets.• Collaborate with a team of analysts and stakeholders to evaluate the potential impact and sustainability of investment proposals.• Utilize financial modeling, business valuation techniques, and data analysis tools to assess the viability and projected outcomes of various investment projects.• Perform comprehensive due diligence on potential investments, including financial, operational, and compliance assessments.• Prepare detailed reports and presentations to communicate findings and recommendations to senior management and investors. -
Investment Research AnalystCenter For Medical Innovation - University Of Utah May 2024 - PresentSalt Lake City• Dr Julie Hansen Fellowship• Inform investment decisions for the Center for Medical Innovation, focusing on innovative medical devices.• Leverage analytical skills to assess market opportunities and the business impact of emerging technologies.• Collaborate with engineers and doctors to evaluate the business feasibility of medical technologies. -
Business ConsultantCardioquake Oct 2023 - Sep 2024Salt Lake City, Utah, United States• Collaborating with Medical and Engineering students to launch Lithotripsy Inflation Device (LID) device under Bench to Bedside program.• Actively involved in developing Go to Market and product release strategies for the startup.
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New Venture Development AssociateLassonde Entrepreneur Institute Aug 2023 - May 2024Salt Lake City Metropolitan Area• Pioneered financial solutions to promote inclusivity in the banking sector, collaborating with Stena • • • • Fintech Center to develop impactful CRA products for banks across Salt Lake City.• Engaged closely with the Pacific Islander community to understand their unique financial challenges and deliver tailored solutions that fostered economic prosperity.• Conducted in-depth financial analyses and feasibility studies to evaluate product viability and forecast market success.• Collaborated with cross-functional teams, including fintech experts and community leaders, to ensure products aligned with regulatory standards and met the needs of both banks and end-users. -
Fraud Analyst | Consumer Wealth ManagementGoldman Sachs Apr 2023 - Jul 2023Bengaluru, Karnataka, IndiaOversaw the development and enhancement of fraud prevention strategies, ensuring the highest level of security for cardholders.• Led comprehensive fraud investigations to enhance Apple Cards' security.• Leveraged analytical tools to identify potential fraudulent activities.• Fostered cross-functional collaboration for robust fraud prevention.• Clearly communicated fraud insights, guiding improvements in prevention strategies. -
Risk Analyst | Risk ManagementAmazon Jul 2019 - Apr 2023Hyderabad, Telangana, IndiaOversaw process improvements, SOP development, trained and mentored investigators, known for high performance and quality control.Key Achievements & Highlights:• Operational Enhancement: Collaborated with teams to refine SOPs and streamline process improvements, always prioritizing quality and efficiency.• Team Development: Trained and mentored Investigators and advisors, fostering an environment of continuous learning and high customer satisfaction.• KPI Development: Spearheaded the creation of a metric, reducing repeat Account take over queues by 48% globally.• Process Improvement: Initiated Gemba Walks and other strategies, leading to 19 essential operational improvements in the Japanese market.• Customer Experience Refinement: Contributed to the design of a new customer authorization system in Japan, resulting in a 32% decrease in call case volume, enhancing overall customer experience.• Eco-Friendly Innovation: Proposed a forward-thinking concept of water-soluble plastic packaging for Amazon. Although not implemented, my idea was recognized among the top alternatives, highlighting a commitment to sustainable eCommerce solutions.
Yash Agrawal Education Details
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Mechanical Engineering -
Satya Prakash Public School10Th - 10 Cgpa
Frequently Asked Questions about Yash Agrawal
What company does Yash Agrawal work for?
Yash Agrawal works for University Of Utah Student Investment Fund
What is Yash Agrawal's role at the current company?
Yash Agrawal's current role is Investment Analyst | Finance Professional | Venture Capital | Impact Investing.
What schools did Yash Agrawal attend?
Yash Agrawal attended University Of Utah - David Eccles School Of Business, University Of Utah - David Eccles School Of Business, Indore Institute Of Science And Technology, Satya Prakash Public School.
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Yash Agrawal
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Yash Agrawal
Full Stack Software Engineer | Leading High-Impact Projects To Successful CompletionBoston, Ma -
Yash Agrawal
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