Shivani Chandak, CA, CFA | Investment Banking I'm a Chartered Accountant and CFA Charterholder, currently working as a Senior Analyst in Investment Banking. My work spans M&A, valuations, financial modelling, and capital markets — the kind of work I once spent years trying to break into from a Big 4 audit background. That transition wasn't straightforward. I know what it feels like to be technically strong but unsure how to position yourself for front-end finance roles — which firms to target, what skills actually matter, and how qualifications like the CFA fit into the bigger picture. I figured it out, and now I want to make that path clearer for others. Whether you're a CA or CFA student eyeing IB or PE, an MBA candidate preparing for finance interviews, or a working professional looking to move out of audit or advisory into something more transactional — I've either been in your shoes or worked alongside people who have. Here's what I can help you with: - Career direction — realistic roadmaps for breaking into IB, PE, or valuations - Interview prep — technical and HR rounds, from first principles to deal discussions - Profile building — how to position your CA/CFA/MBA for the roles you actually want - Skill gaps — what to learn, what actually gets used on the job, and what's just noise I won't give you textbook advice. Everything I share is grounded in where I've been and what I've seen work. Feel free to book a session or drop a Priority DM — happy to help you figure out your next move.