Sustainable Finance · Private Equity · Markets

Jaskaran Singh
Finance Professional
& Active Trader

Sustainable Finance Analyst at Silver Leaf Partners, evaluating $80M+ private credit & venture opportunities. MS Finance from Fordham's Gabelli School of Business (Dean's Scholar, STEM) with experience across private equity, fixed income & FP&A — and 7+ years of active trading. Based in New York City.

Jaskaran Singh
Open to opportunities
0
Years of Active Trading
0
Years in Finance Roles
$0
Opportunities Evaluated
0
IRR Delivered (LBO Case)
01 · About

The intersection of finance, markets & data

I'm a finance professional in New York who has spent the better part of a decade where spreadsheets meet live markets.

My path started in Mumbai — managing budgeting, GAAP reporting and internal controls as a Finance & Operations Associate at J.D. Impex, then leading FP&A as a Financial Analyst at Magnum Lubricants, where my Power BI and SQL analysis lifted forecast accuracy by 25%. In 2024 I moved to New York for my Master of Science in Finance at Fordham's Gabelli School of Business on a Dean's Scholarship (STEM).

Since then I've worked in private equity with Project Destined — building DCF, IRR and cash-flow models for transactions up to $15M — automated fixed income & data analytics pipelines at Recursion Co, and today I'm a Sustainable Finance Analyst at Silver Leaf Partners, evaluating $80M+ in private credit and venture opportunities through due diligence, modeling and valuation in a FINRA/SIPC-regulated environment.

Through it all, one constant: I've been trading the markets for over seven years, and I still trade actively alongside everything else. The discipline, risk management and pattern recognition I've built as a trader shape how I approach every model, every deal and every dataset.

🏛️

Private Credit, PE & Sustainable Finance

$80M+ due diligence, DCF/IRR/LBO modeling, IC presentations, ESG lens

📈

Trader — 7+ Years & Counting

Active in equities & derivatives since 2018, trading alongside full-time work and study

📊

FP&A & Analytics

Budgeting, forecasting, variance analysis, KPI dashboards in Power BI

🛡️

Risk & Compliance

Internal controls, covenant monitoring, AML/BSA awareness, GAAP reporting

02 · Experience

Where I've made an impact

Sustainable Finance Analyst Intern Silver Leaf Partners JUN 2026 – PRESENT New York, NY
  • Evaluate private credit & venture opportunities ($80M+) through financial due diligence, modeling & valuation analysis
  • Build & stress-test models forecasting revenue, profitability & returns (IRR / MOIC)
  • Support investor materials & memos, translating financial data into insights for senior management
  • Analyze public filings, earnings results & US GAAP financial statements; maintain audit-ready records in a FINRA/SIPC-regulated environment
Private Equity Intern Project Destined JUL 2025 – SEP 2025 New York, NY
  • Built DCF, IRR & cash-flow models for alternative investment transactions up to $15M; performed valuation & sensitivity analysis across leverage & exit scenarios
  • Reviewed leases, appraisals & third-party reports to assess asset health & compliance with underwriting assumptions
  • Prepared investment committee presentations & credit memos; maintained deal files tracking borrower budgets & stabilization projections
Fixed Income & Data Analytics Intern Recursion Co MAY 2025 – AUG 2025 New York, NY
  • Built & automated Bloomberg & Python pipelines extracting & validating financial data from public filings — cutting manual processing time by 40% & improving data accuracy
  • Built Excel pivot table & VLOOKUP dashboards standardizing model inputs/outputs
  • Maintained master tracking logs & workflow documentation across reporting cycles
Financial Analyst Magnum Lubricants AUG 2023 – JUL 2024 Mumbai, India
  • Analyzed P&L & profitability trends via Power BI & SQL, improving forecast accuracy by 25%
  • Performed budget-to-actual cost review & indirect cost analysis supporting month-end close & audit reporting
  • Coordinated reporting on direct & indirect costs & procurement; tracked purchase orders & vendor performance
  • Automated reporting dashboards with Tableau & Power Automate, delivering ROI-driven insights supporting a 20% increase in sales-qualified initiatives
Finance & Operations Associate J.D. Impex MAY 2021 – JUL 2023 Mumbai, India
  • Managed budgeting, forecasting & GAAP-compliant reporting; oversaw vendor coordination, purchase-order tracking & invoice reconciliation
  • Strengthened internal controls & compliance, improving financial reporting accuracy by 15%
  • Implemented cost-reduction initiatives, decreasing operating expenses by 10%
03 · Projects

Selected work & case studies

Financial models, valuations and analytics builds — from leveraged buyouts to automated reporting infrastructure.

DCF valuation visualization for Whole Foods
2025 · EQUITY VALUATION

DCF Valuation — Whole Foods

Five-year discounted cash flow model with revenue forecasting, WACC & discount-rate analysis, and intrinsic valuation to support investment and strategic planning decisions.

5-Year DCFIntrinsic Value
ValuationWACCForecastingSensitivity
Real estate capital markets analysis visualization
2025 · REAL ESTATE FINANCE

Real Estate Capital Market Analysis

Commercial real estate capital-markets study at Fordham: debt & equity stack structuring, cap-rate and yield analysis, DSCR/LTV debt metrics and underwriting fundamentals.

Cap StackDSCR · LTV
CREUnderwritingDebt MarketsARGUS
Automated financial reporting pipeline diagram
2025 · FIXED INCOME · DATA & AUTOMATION

Bloomberg + Python Data Pipeline

Automated extraction and validation of financial data from public filings at Recursion Co using Bloomberg and Python — cutting manual processing time by 40% and improving data accuracy, with Excel dashboards standardizing model inputs and outputs.

−40% Processing Time
PythonBloombergFixed IncomeETL
Power BI KPI dashboard visualization
2023–24 · FP&A / BUSINESS INTELLIGENCE

KPI Dashboard Suite — Power BI & Tableau

P&L and profitability analytics at Magnum Lubricants via Power BI and SQL, with reporting dashboards automated through Tableau and Power Automate — improving forecast accuracy by 25% and supporting a 20% lift in sales-qualified initiatives.

+25% Forecast Accuracy+20% SQL Initiatives
Power BISQLTableauPower Automate
04 · Trading

Seven years in the markets — still going

Active trader since 2018

Trading isn't a side note on my resume — it's where my finance journey began. For more than seven years I've been an active participant in the markets, and I continue to trade alongside my professional work today. It's a daily practice in discipline, probability and risk that no classroom can replicate.

🕯️

Equities & Derivatives

Hands-on experience across cash equities, options and derivatives strategies through multiple market cycles — including algorithmic approaches.

⚖️

Risk-First Discipline

Position sizing, defined invalidation and capital preservation before profit — a framework refined over seven years of live P&L.

🌐

Technical + Macro Lens

Blending price action and market structure with macro catalysts, supported by Bloomberg Market Concepts & FINRA SIE foundations.

🔁

Edge That Transfers

Market intuition that sharpens my valuation work — and modeling rigor that sharpens my trading.

Discipline · Patience · Risk management
05 · Skills

The toolkit

Financial & Deal Skills

Financial ModelingDCF & LBO AnalysisDue Diligence FP&ABudgeting & ForecastingVariance Analysis Month-End CloseP&L AnalysisKPI Development GAAP ComplianceAudit SupportESG & Sustainable Finance

Technical & Data

Excel (Advanced, VBA)PythonSQLPower BI TableauBloomberg TerminalARGUS Enterprise Power AutomateSharePointAI / LLM Agents

Markets & Risk

Equities TradingDerivativesAlgorithmic Trading Portfolio ManagementRisk AssessmentCovenant Monitoring AML & ComplianceScenario AnalysisQuantitative Research
06 · Education & Credentials

Foundation & credentials

AUG 2024 – DEC 2025

Master of Science in Finance (STEM)

Fordham University — Gabelli School of Business
New York, NY

Financial Modeling · Corporate Finance · Derivatives · Fixed Income · Portfolio Management · M&A · Data Analytics

🏅 Dean's Scholarship (STEM)
AUG 2020 – MAY 2023

Bachelor of Commerce — Accounting & Finance

University of Mumbai
Mumbai, India

Core grounding in accounting, financial reporting and corporate finance — completed while working full-time in finance & operations.

FINRA Securities Industry Essentials (SIE)
Bloomberg Market Concepts
FP&A Candidate — CFI
Yale Financial Markets
Life & Health Insurance License
Goldman Sachs Operations Job Simulation
07 · Contact

Let's talk finance.

Open to opportunities in private equity, private credit, sustainable finance, FP&A and capital markets — or just a good conversation about the markets. Based in New York, willing to relocate.