Allen Sam Zachariah is an investment research analyst with two years of experience supporting PE firms, LPs, and investment banks across fund due diligence, valuation, and sector research. He holds a BCom and built his finance foundation entirely through live client work at TresVista.
Currently a Senior Investment Analyst, he owns end-to-end research workflows: from raw data ingestion and financial modeling to benchmarking, scorecard construction, and investment thesis development.
At TresVista, he logged over 1,000 hours supporting an LP endowment fund, building valuation scorecards and IC memos across VC, growth equity, and PE fund types.
He also led the turnaround of a distressed IB client relationship, delivering same-day revisions under extended hours to restore trust and retain the account.
His solo research on India's rare earth minerals sector produced a structured thesis on midstream processing gaps, government policy tailwinds, and execution risk.
