HARSH DINESH PUNAMIYA

harsh.punamiya3@gmail.com | (585) 290 - 2805 | http://www.linkedin.com/in/harshpunamiya

EDUCATION
Simon Business School, University of Rochester Rochester, New York
Master of Science in Finance (A STEM-Certified Program) Dec 2023
CGPA: 3.75/4.00 Available for full time work in May
• Leadership: VP of Events for MS: Simon Finance and Investment Club; Meliora Fund Associate
• Coursework: Corporate Financial Accounting, Core Statistics with Python, Professional Communication, Financial Economics,
Corporate Finance, Quantitative Finance with Python, Investments, Risk Management, Options and Futures with Python.
Christ University Bangalore, India
Bachelor of Business Administration Honors; Finance specialization May 2022
CGPA: 3.67/4.00
• Dissertation: Mind-shift of Generations Toward Family Business Finance. Research explored behavioral finance attitudes
within different generations of family held businesses in India; findings identified different generations have varying degrees of
risk tolerance and financing preferences.
• Honors: 3rd rank in a Mock Stock, Mergers and Acquisitions Finance Fest; Inter-university dance competition winner
• Coursework: Portfolio Management, Financial Modeling, Business Analytics, Mergers and Acquisitions, Statistics, Accounting

LEADERSHIP EXPERIENCE
Meliora Fund Rochester, New York
Meliora Fund Associate Oct 2022 - Present
• Leading a group of three analysts targeting Consumer Staples coverage group.
• Conducting equity research, analyzing financial reports, industry, and competitor analyses, to form projected financial models
and DCF models to derive intrinsic value for companies.
• Collaborating with team to build pitch book to be presented to board members.
Simon Finance and Investment Club Rochester, New York
VP of Events Oct 2022 - Present
• Planning and coordinating a 3-day long finance conference for 200 group members in New York City.
• Working closely with MS and MBA board members, Simon alumni and industry experts.
• Organizing weekly alumni events, guest lecture sessions, behavioral and technical interview prep sessions for MS Finance peers.

PROFESSIONAL EXPERIENCE
Uni-Health Consultancy Mumbai, India
Summer Intern Apr 2021 - Jun 2021
• Assisted internal finance team by providing supporting advisory services relating to developing potential structures for client to
raise capital.
• Conducted extensive research related to client history, industry, milestones, along with several similar projects, to create
template using MS Excel, MS Power Point, and other online graphic design tools.
• Liaised between client and company to initiate and manage website development procedures, presented a template to the board
resulting in adoption of model that outlined website structure and design.
Ratnadeep Jewelers Pune, India
Management Intern Oct 2020 - Dec 2020
• Managed firm’s investments of $60K USD in stocks and mutual funds, resulting in gradual growth in portfolio returns; achieved
results by reviewing current portfolio and market trends and performing fundamental analysis for shortlisted companies.
• Accounted a 15% increase in weekly retail sales, by getting trained to communicate with clients about different types, quality,
and pricing of jewelry; evaluated customer requirements; provided design suggestions and communicated effectively.

ADDITIONAL INFORMATION
• Certificates: Bloomberg Market Concepts (University of Rochester); Excel Skills for Business (Macquarie University);
Introduction to Corporate Finance (Columbia University); Strategic Management Capstone (Wharton University).
• Modeling: Financial Statement Modeling Course (Wall Street Prep); DCF Analysis (Wall Street Prep).
• Languages: English (Advanced);Hindi (Advanced);Marwari (Intermediate);Marathi (Intermediate).
• Technology: Microsoft Office; Python; SPSS; Tally ERP; Bloomberg; Capital IQ.
• Community Service: Sustainability project (Bala Janaagraha).
• Interests: State level tennis player; Avid basketball player; Certified Trekker.