Alquab Raza

Associate Consultant

Mumbai, Maharashtra, India2 yrs 8 mos experience

Most Likely To SwitchAI Enabled

Key Highlights

Expert in financial modeling and due diligence.
Proven track record in optimizing investment strategies.
Strong analytical skills driving data-driven decisions.

Stackforce AI infers this person is a Finance Professional specializing in Private Equity and Investment Banking.

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Skills

Core Skills

Portfolio ManagementFinancial AnalysisInvestment BankingData AnalysisSustainabilityWealth ManagementFinancial ResearchInvestment Analysis

Other Skills

Portfolio AnalysisClient reportingFinancial ModelingDue DiligenceAnalytical SkillsESG AnalysisData VisualizationTeamworkFinanceAlpha GenerationExcel ModelingReportingClient RelationsMarket AnalysisRisk Assessment

About

Driven by curiosity and precision, I am a finance professional specializing in private equity, investment banking, and financial analysis. At Morgan Stanley, I support deal sourcing, due diligence, and value creation across diverse portfolios—translating complex data into actionable strategies. My experience spans roles at TresVista and Meta, where I mastered financial modeling, market research, and process improvement. I thrive under pressure and enjoy collaborating to solve business challenges, whether it’s optimizing investment decisions, streamlining financial operations, or delivering key insights for senior management. Why am I valuable? I combine a rigorous analytical toolkit with the real-world agility needed in today’s finance landscape. My education at Shaheed Sukhdev College of Business Studies has further equipped me to bridge strategic vision with hands-on execution. If you seek someone who’s passionate about elevating investment outcomes and partnering for sustainable growth, I’d love to connect.

Experience

2 yrs 8 mos

Total Experience

10 mos

Average Tenure

1 yr 2 mos

Current Experience

Morgan stanley

Analyst

Apr 2025 – Present · 1 yr 2 mos · Mumbai, Maharashtra, India · Hybrid

Supporting Investment Solutions team (GIMA) on portfolio analysis and allocation for global clients
Delivering data-driven recommendations improving asset allocation strategies and client ROI
Executing high-impact research on macro trends influencing investment decisions, enhancing client deliverables
Collaborating cross-functionally on multi-billion- dollar investment proposals, meeting strict deadlines

Portfolio AnalysisClient reportingPortfolio ManagementFinancial Analysis

Tresvista

Analyst

Dec 2023 – Feb 2025 · 1 yr 2 mos · Mumbai, Maharashtra, India · On-site

Managed financial modeling and due diligence for 15+ investment projects, contributing to successful closures worth $200M+
Improved process efficiency in research operations by streamlining workflows (cut time-to-insight by 25%)
Prepared investor presentations and valuation reports adopted by senior partners in deal negotiations
Supported end-to-end investment lifecycle: screening, analytics, pitch creation, and post-investment tracking

Financial ModelingDue DiligenceFinancial AnalysisInvestment Banking

Tradesy trading made easy

Wealth Management Associate

Jun 2022 – Aug 2022 · 2 mos · New Delhi, Delhi, India · On-site

Supported portfolio management for 30+ clients, optimizing asset allocations to enhance returns
Conducted market and security analysis, aiding decision-making for personalized investment strategies
Increased client engagement scores by 18% through improved communication and reporting

TeamworkFinanceWealth ManagementPortfolio Management

Asthana and company

Financial Research Analyst

Mar 2022 – Jul 2022 · 4 mos · New Delhi, Delhi, India · On-site

Conducted sector research and quantitative analysis for 5+ projects using advanced Excel modeling
Delivered investment briefs contributing to 10% growth in target sector penetration
Collaborated with teams to ensure accuracy and timely delivery of financial reports

FinanceAlpha GenerationFinancial ResearchInvestment Analysis