Headline

MBA (Finance) | Valuation • Financial Modelling • Transaction Advisory | Ex-KPMG

About

I got interested in finance when I realised I enjoy understanding businesses beyond what’s visible on the surface — what drives performance, where value is created, and where risks actually lie. I’m an MBA (Finance) candidate with experience across valuation, investment research, treasury operations, and audit through roles at Agile Capital Services, South Indian Bank, and KPMG (BSR & Co. LLP). At Agile Capital, I worked on equity research and valuation, building financial models and analysing companies through DCF and comparable approaches. At KPMG, I was involved in audit engagements, working with financial statements and internal controls, which gave me a strong grounding in how numbers hold up in practice. My exposure at South Indian Bank added a layer of understanding around treasury operations and financial systems. Across these experiences, I’ve developed a solid base in financial modelling, valuation, and financial statement analysis, along with the ability to look beyond reported numbers and interpret business performance critically. I’ve maintained consistent performance (90+ KPI score and Intern of the Week recognition), but more importantly, I’ve focused on building skills that translate well into deal environments. One thing about me — when I start analysing a company, I rarely stop at the first layer. I tend to dig deeper into drivers, assumptions, and risks until the story makes complete sense. I’m particularly interested in roles in investment banking and transaction advisory, where I can work on deals, evaluate businesses, and contribute in a fast-paced, high-performance setting. If you’re working in investment banking, valuation, or related areas, I’d be glad to connect and exchange perspectives 📧eeshamasurkar01@gmail.com

Location

Mumbai

Work experience

Investment Banking Analyst at PC3 Fincare, Dec 2025 - Present · 7 mos, Mumbai, Maharashtra, India

Summer Intern-Treasury Department at South Indian Bank, Jul 2025 - Jul 2025 · 1 mo

Treasury Intern at South Indian Bank, Jul 2025 - Jul 2025 · 1 mo, On-site, • Tracked 15+ money market instruments, sovereign bond yields, and FX pairs daily; performed data analytics and UAT testing on a Python-based trading strategy, contributing to sign-off delivering ~23% CAGR over NIFTY • Gained end-to-end exposure to treasury operations, portfolio management, interest rate risk, and liquidity management under live regulatory constraints

Management Intern at Agile Capital Services, May 2025 - Jun 2025 · 2 mos, Mumbai, Maharashtra, India, During my time at Agile Capital Services (ACS), I actively engaged in sales by advising clients on suitable investment strategies and facilitating the promotion and sale of financial products tailored to their needs. On the finance side, I conducted in-depth fundamental and ratio analyses to evaluate various investment options and researched personal finance topics to strengthen the effectiveness of my client recommendations and financial planning support.

Audit Analyst at KPMG India, Jun 2022 - Oct 2023 · 1 yr 5 mos, • Delivered financial statement analysis and accounting review for 20+ clients across diversified sectors; built 60+ Excel-based analytical workpapers improving review accuracy by 30% • Managed client interactions and audit delivery across 10+ Indian states, ensuring timely delivery and statutory compliance; mentored 8+ junior analysts, reducing onboarding time by 25% Achievement: Awarded KPMG Kudos Award twice; ranked top 3% of analysts nationally for audit quality and client impact

Education

Master of Business Administration - MBA, Business Administration and Management, General, University of Mumbai

Bachelor of Commerce - BCom, Accounting and Auditing, Somaiya Vidyavihar University