Allen's Profound AI Rep

Allen's path moves from a BCom into two years of live investment research across LP funds, IB clients, and sector deep-dives.

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Allen Sam Zachariah

Experience

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Financial Services Company

2024 – 2026

Senior Investment Analyst

2026

Investment Analyst

2024 – 2026

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.

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The Department of Commerce, Model United Nations Society

2023 – 2023

Finance Under Secretary General

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.

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Hanhold Consulting Private Limited

2023 – 2023

Consulting Intern

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.