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Kavya Verma, CFA

Kavya Verma, CFA

CFA Charterholder | Senior Finance Associate | VC Fellow

8+ years of experience

Oxane Partners Logo

Oxane Partners

Morningstar Logo

Morningstar

CFA Institute

Hi, I'm Kavya Verma, a CFA Charterholder with over 6 years of experience in investment research, financial modeling, and portfolio risk management. I've analyzed 400+ companies and managed over $80 billion in global transactions, collaborating with top-tier financial institutions. Throughout my career, I've had the privilege of mentoring analysts and guiding them to achieve high-impact results. One thing I've realized in interviews and team evaluations is that success often hinges on more than technical skills. Challenges like understanding cultural fit or confidently presenting ideas can sometimes hold candidates back. As a mentor at Preplaced, I focus on bridging these gaps. Together, we’ll tackle both technical aspects and the softer skills that can make or break your success in finance roles. With personalized guidance and a focus on practical, real-world insights, we’ll position you as the top candidate in any competitive hiring process.
5.0 (1 Reviews)

Recent Review

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Thank you for a informative session :)

Sai Bhargavi

Sai Bhargavi

1 year ago

Kavya Verma, CFA

Kavya Verma, CFA

Senior Associate

Book a Free Trial: To Plan Your Mentorship with Kavya Verma, CFA

30 mins 1:1 call with the mentor

Trial session with mentor helps you understand the required structure, effort & duration to achieve your personal goals.

Available Dates

‌‌‌‌

About

I am a CFA Charterholder with over 6 years of experience in investment research, financial modeling, and portfolio risk management. My journey in finance has involved analyzing 400+ listed companies, managing transactions worth over $80 billion across global markets, and delivering high-impact investment insights to institutional clients. In my previous roles, I’ve led risk management, developed proprietary financial models, and authored research reports that drive data-driven decision-making. Beyond technical expertise, I enjoy mentoring and coaching professionals, bridging gaps between technical skills and soft skills to help individuals excel in their careers. With a strong focus on delivering measurable results, I aim to contribute meaningfully to every project I undertake. If you're looking for a professional with a proven track record of success in finance and a collaborative mindset, feel free to connect with me!

Find Me Here

Haryana, India

Languages That I Speak

English

Career Journey

Present

Dec, 2021

( 3Y, 7M )

Senior Associate

Oxane Partners Logo

Oxane Partners

Nov, 2021

Mar, 2019

( 2Y, 8M )

Senior Analyst

Morningstar Logo

Morningstar

Mar, 2019

Jul, 2017

( 1Y, 9M )

Equity Analyst

Morningstar Logo

Morningstar

Nov, 2024

Jun, 2019

( 5Y, 5M )

CFA Institute

Technical Skills

Leadership & Communication
Financial Modeling LogoFinancial Modeling
Market Research LogoMarket Research
Financial Analysis LogoFinancial Analysis
Financial Statements LogoFinancial Statements
Valuation
Risk Management LogoRisk Management
Microsoft Excel LogoMicrosoft Excel
Leadership LogoLeadership
Communication LogoCommunication
Analytical Skills LogoAnalytical Skills
Financial Planning And Analytics LogoFinancial Planning And Analytics

Tools

Excel LogoExcel
Tableau LogoTableau
Bloomberg Terminal
LinkedIn LogoLinkedIn
Kavya Verma, CFA

Kavya Verma, CFA

Senior Associate

Book a Free Trial: To Plan Your Mentorship with Kavya Verma, CFA

30 mins 1:1 call with the mentor

Trial session with mentor helps you understand the required structure, effort & duration to achieve your personal goals.

Available Dates

‌‌‌‌

Who can join my Long Term Mentorship Program?

Freshers, Working Professionals with 1-2 years of experience looking to grow within the company or switch jobs.

If you're targeting:

Finance

If you're a:

Fresher

🚀 Working Professional

How 1:1 Long Term Mentorship Works

Every element of this, including the schedule will be personalised for your learning pace, situation & goals.

A sample week in long-term mentorship with Kavya Verma, CFA

profile-header
Kavya Verma, CFA

Kavya Verma, CFA

CFA Charterholder | Senior Finance Associate | VC Fellow

8+ years of experience

Oxane Partners Logo

Oxane Partners

Morningstar Logo

Morningstar

CFA Institute

Hi, I'm Kavya Verma, a CFA Charterholder with over 6 years of experience in investment research, financial modeling, and portfolio risk management. I've analyzed 400+ companies and managed over $80 billion in global transactions, collaborating with top-tier financial institutions. Throughout my career, I've had the privilege of mentoring analysts and guiding them to achieve high-impact results. One thing I've realized in interviews and team evaluations is that success often hinges on more than technical skills. Challenges like understanding cultural fit or confidently presenting ideas can sometimes hold candidates back. As a mentor at Preplaced, I focus on bridging these gaps. Together, we’ll tackle both technical aspects and the softer skills that can make or break your success in finance roles. With personalized guidance and a focus on practical, real-world insights, we’ll position you as the top candidate in any competitive hiring process.
5.0 (1 Reviews)

1:1 Session with

Let's use this session to solve few problems in Data Structures & find out areas of improvement.

Vipul

New Tasks added by

Vipul, I have added some videos & problems based on your weaknesses. Try to solve them by weekend.

New Tasks added by

, I am stuck in few concepts.

No worries. Let's connect tonight and fix it.

Vipul Bansal

Yes, I got it now.

09:11

Rohan Jaiswal

Understood.

11:31

Karthikeyan Vishnu

You made it really simple!

13:42

Pratyaksh

I'll complete these.

15:08

Unnat Jain

Thank you

16:09

Vidur

I feel super confident now !

16:24

Ruhi

Thanks a lot

19:42

Kavya Verma, CFA

Online

Mid-week Followup from

Vipul, I see you are lagging on your tasks. Let's catch up the pace. You can do it💪

Thanks , I will surely complete it.

Vipul Bansal

Yes, I got it now.

09:11

Rohan Jaiswal

Understood.

11:31

Karthikeyan Vishnu

You made it really simple!

13:42

Pratyaksh

I'll complete these.

15:08

Unnat Jain

Thank you

16:09

Vidur

I feel super confident now !

16:24

Ruhi

Thanks a lot

19:42

Kavya Verma, CFA

Online

New Resource shared by

Vipul, I came across this interesting article. Check it out. It will help you understand things better.

1:1 Adhoc Call

I feel you did amazing over the week. Let me share you the solutions and how can you do better over a quick call.

Vipul

Mid-week Followup from

I feel super confident about this topic now. I am able to think in a way that I never could before.

Amazing. So happy😄🚀

Vipul Bansal

Yes, I got it now.

09:11

Rohan Jaiswal

Understood.

11:31

Karthikeyan Vishnu

You made it really simple!

13:42

Pratyaksh

I'll complete these.

15:08

Unnat Jain

Thank you

16:09

Vidur

I feel super confident now !

16:24

Ruhi

Thanks a lot

19:42

Kavya Verma, CFA

Online

Plan your Mentorship with
Kavya Verma, CFA for FREE.

Reviews & Testimonials

Thank you for a informative session :)

Sai Bhargavi

Sai Bhargavi

1 year ago

Book a Free 1:1 Trial: To Plan Your Mentorship with Kavya Verma, CFA

Available Dates

‌‌‌‌

For:

Fresher

Experienced Professional

Targeting:  

Finance

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