Jayrajsinh Vaghela
Jayrajsinh Vaghela
MS Finance Graduate | Investment Analyst | Financial Modeling Expert
Analytically driven finance professional with hands-on experience in real estate investment, asset management, and financial modeling across portfolios exceeding $7M. My interest in real estate began during my bachelor's studies, which led me to join our family real estate business where I've had the privilege of working alongside my father and his experienced colleagues who bring decades of industry expertise. This foundation, combined with my formal finance education, has enabled me to achieve a 90% deal success rate and 15% property valuation improvements through advanced DCF modeling, risk analysis, and due diligence processes.
Performance Metrics
About Me
I am an analytically driven finance professional with hands-on experience in real estate investment, asset management, and financial modeling across portfolios exceeding $7M. My journey in real estate began during my civil engineering studies, where I developed a keen interest in real estate market analysis and infrastructure finance. This passion led me to join our family real estate business, where I've been fortunate to work closely with my father and his seasoned colleagues who collectively bring decades of industry experience and market insights. This unique combination of formal education and mentorship from industry veterans has enabled me to consistently deliver exceptional results, including a 90% deal success rate and 15% property valuation improvements.
Proficient in Python, SQL, Excel, Tableau, and Bloomberg for financial insights, I excel at leveraging technology and data-driven approaches to support decision-making in fast-paced environments. I am passionate about combining financial expertise with innovative technology to drive impactful business outcomes.
Strategic Focus
Investment strategy and portfolio optimization
Collaboration
Cross-functional team leadership and stakeholder management
Data-Driven
Advanced analytics and financial modeling expertise
Professional Experience
- Managed a $3M real estate portfolio, improving cash flows and increasing property valuation by 15% through lease optimization and expense control
- Built discounted cash flow (DCF) models and financial projections for 15+ assets, enhancing investment analysis accuracy
- Conducted due diligence and financial forecasting for acquisitions worth $5M+, achieving a 90% deal success rate
- Prepared financial reports and valuation updates that contributed to a 12% year-over-year growth in portfolio returns
- Oversee investment portfolios for 15+ clients with total assets exceeding $2M, optimizing asset allocation and achieving an 8% increase in portfolio returns within 5 months
- Researched and recommended 3+ high-yield investment opportunities with expected annual returns between 7% and 10% based on client risk profiles
- Developed 10+ financial models and return projections, refining investment strategies and improving client portfolio returns
- Prepared and delivered quarterly reports covering performance metrics, achieving a 100% on-time reporting rate and enhancing client engagement by 15%
- Built financial models and investment reports for 5+ real estate projects, increasing cash flow efficiency by 20%
- Assisted in due diligence and capital structuring for deals totaling $3M+, reducing financial risk exposure by 10%
- Analyzed property valuations and developed hold/sell strategies, improving asset returns by 12%
- Collaborated with cross-functional teams to streamline project cost tracking, decreasing budgeting errors by 8%
Capstone Project
Project Overview
Designed and implemented a comprehensive multi-asset portfolio for a foundation client, targeting 6-7% annualized returns while maintaining a Sharpe ratio greater than 1.0. The portfolio combined domestic and international equities, fixed income securities, alternative investments, and sophisticated risk management strategies.
Key Contributions & Analysis
- Conducted comprehensive security selection analysis including DCF modeling for individual equities
- Designed sophisticated risk management framework including gold hedging, currency hedging, and options overlays
- Performed sensitivity analysis and stress testing including USD hyperinflation scenario modeling
- Analyzed alternative investments including private equity, REITs, and hedge fund replication strategies
- Achieved target Sharpe ratio >1.0 over 2-year horizon while exceeding return objectives
- Implemented tactical asset allocation with quarterly rebalancing methodology
Investment Philosophy & Strategy
The portfolio was designed for a perpetuity investor (foundation) with a long-term investment horizon and moderate-to-high risk tolerance. Our strategy emphasized diversification across asset classes, geographies, and risk factors while implementing sophisticated hedging mechanisms to protect against tail risks including hyperinflation, equity market crashes, and currency devaluation. The portfolio successfully demonstrated resilience during adverse market conditions while delivering superior risk-adjusted returns.
Core Competencies
Education & Certifications
Focus: Financial Statement Analysis, Corporate Finance, Investment Management, Risk Assessment, Portfolio Management, Behavioral Finance, Alternative Investments
Focus: Real Estate Market Analysis, Engineering Economics, Construction Management, Infrastructure Finance
Investment operations, financial risk assessment, and market research expertise
M&A valuation, financial modeling, and due diligence processes
Investment strategies and portfolio optimization techniques
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