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Jai Ram Suri

Finance Enthusiast | Research & Investment Analysis | CFA Level II Cleared

Jai Ram Suri's Photo
Class 10 Topper – 97.5% (CBSE) Certificate of Excellence Class 12 – 96.5% (2nd Rank) Certificate of Excellence NISM Research Analyst XV Certified CFA Level II Passed

πŸ‘‹ Hi! I'm Jai

I’m Jai Ram, a finance enthusiast with strong experience in research and investment analysis. Having cleared CFA Level II, I’m passionate about guiding aspiring young fellows and sharing insights from real-world financial analysis and investment practices.

πŸ’Ό Professional Experience

TresVista – Research and Financial Analyst

Joined TresVista as a Research and Financial Analyst handling PE secondaries. Created numerous deal-centric GP-led models and contributed to in-depth investment research and valuation analysis.

πŸŽ“ Academic Highlights

Throughout my academic journey, I have consistently achieved excellence β€” from school toppers to professional certifications β€” building a strong analytical foundation for my finance career.

πŸ›  Areas I Can Help You With

Leveraging my finance and analytical background, I can assist mentees in:

🎯 Why I Want to Mentor

I want to share the learnings from my journey with aspiring students. Learning from others’ experiences and mistakes can help them navigate their path with more clarity and discipline. My goal is to guide them in building strong fundamentals, professional discipline, and making informed career decisions.

🎸 Beyond Finance

Outside work, I love playing guitar, watching cricket & tennis, exploring art galleries, and mountaineering β€” all of which keep my creativity and perspective balanced.

πŸ’¬ Talk to Jai
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