Allen's Profound AI Rep
A BCom foundation, with the rest of his finance knowledge built entirely through live client work at TresVista.

Allen Sam Zachariah
Experience

At TresVista, I spent over a year supporting high-demand, distressed clients across investment banking and private equity. I had the opportunity to work with 4 different VPs and multiple global clients—including top U.S. PE firms, LPs, and a niche auto-retail-focused IB firm (names withheld due to compliance). Key Highlights: 1000+ hours with an LP firm: led due diligence support, built valuation scorecards, IC memos, and conducted sector research (notably LatAm and U.S. healthcare tech) 800+ hours dedicated to a distressed IB client: built public/high-yield comps, analyzed credit agreements, and supported two major M&A transactions Worked on multiple research decks, enhanced financial modeling, and strengthened Excel and research capabilities Regularly worked 12–14 hour days, driven by a passion for finance and continuous learning This experience shaped my ability to deliver under pressure, quickly adapt, and consistently grow in a fast-paced finance environment.

As Under Secretary-General at DOCMUN, I lead budgeting and financial planning for the entire event, ensuring efficient allocation and management of resources. I also play a key role in the sponsorship and registration committee, where I help drive partner outreach and streamline delegate onboarding. This role has sharpened my leadership, financial management, and stakeholder coordination skills within a high-paced event environment.

Worked with Hanhold, a Kochi-based consulting firm focused on empowering small and medium enterprises through strategy and leadership solutions. Over a 5-week internship, I: Conducted in-depth analysis of client businesses and developed comprehensive strategy reports. Delivered insightful presentations summarizing findings and recommendations. Participated in field visits to client sites, gaining hands-on exposure to real-world business operations and decision-making challenges. This experience gave me practical insight into consulting processes and strengthened my skills in analysis, presentation, and client communication.

Allen Sam Zachariah
Skills
01
Investment Research
Fund Due Diligence
IC Memo Construction
Investment Thesis Development
Sector Landscape Mapping
02
Financial Modeling
Historical Fund Performance Modeling
IRR and MOIC Analysis
Public and High-Yield Comps
Excel Modeling
03
Benchmarking and Valuation
Fund Type Benchmarking
Comparable Fund Analysis
Scorecard Construction
04
Research Methods
Desktop Research
Government Policy Analysis
AI-Assisted Landscape Mapping
05
Tools and Databases
StepStone SPI Database
Microsoft Excel

Allen Sam Zachariah
Education

Christ University, Bangalore
2021 - 2024
Accounting and Finance

Bharatiya Vidya Bhavan's
2019 - 2021
Business/Commerce

Bharatiya Vidya Bhavans Public School
2019
Business/Commerce