Dheeraj Agarwal

Dheeraj Agarwal
📍 Buffalo, NY | 3+ Years Experience | Investment Professional

About
Motivated finance professional currently pursuing a Master’s in Finance at the University at Buffalo (GPA: 4/4).
Currently working as a Private Equity Analyst Intern at Romero Capital, a growth-focused U.S. fund investing in public and private markets across EdTech, healthcare, and consumer sectors. In this role, I conduct market research, build LBO and DCF models, and support deal sourcing and portfolio evaluation.

Previously served as a Credit Analyst at a London-based hedge fund managing $500M AUM, where I specialized in structured credit (CLOs, RMBS, TruPs), performance tracking, and risk modeling using Python.

I’ve also led fintech innovation at startups like Nestfuel and Pauzible, developing financial products for mortgage and real estate. With a strong base in valuation, analytics, and cross-functional leadership, I aim to deliver data-driven insights and real-world financial impact.

Experience

M&A team - Operation Inspire

New York, NY | July 2025 – Present

• Working for a competitive, real-world program to acquire an actual company, covering the full M&A lifecycle from target sourcing to post-merger integration.
• Conducting industry research, valuation, deal structuring, and capital raising in a multidisciplinary team with direct exposure to legal, financial, and operational due diligence.
• Engaging with investors and advisors to develop pitch materials, negotiate terms, and closing documentation for a live transaction.

Private Equity Analyst Intern – Romero Capital
New York, NY | Jun 2025 – Aug-2025

• Conduct due diligence and industry analysis for $2M–$6M EV buyout targets
• Build LBO, DCF, and comps models to evaluate investments
• Draft memos and operational growth plans targeting 20%+ IRR
• Assist in deal sourcing across EdTech, healthcare, and consumer sectors

VP – UB Investment Club
Buffalo, NY | Sep 2024 – Present

• Lead strategy, membership, and events promoting financial education

Credit Analyst – Apeiron Management (London Hedge Fund)
Nov 2021 – Jun 2024

• Conducted in-depth analysis and evaluation of Structured Corporate Credit Asset-Backed Securities (ABS), including Collateralized Loan Obligations (CLOs), Commercial Mortgage-Backed Securities (CMBS), and Residential Mortgage-Backed Securities (RMBS), to assess risk exposure and market opportunities.
• Performed granular credit risk assessment of U.S. and European CMBS & RMBS markets, tracking overall collateral performance, default risks, and macroeconomic trends affecting structured finance products.
• Identified lucrative trading opportunities by analyzing Bid Wanted in Competition (BWICs) and assessing asset pricing models, leading to enhanced portfolio returns and optimized trade execution.
• Executed comprehensive market research on underlying assets such as corporate entities, real estate markets, and regional economic indicators, leading to more precise asset valuations and investment decisions.
• Monitored asset performance across portfolios, developing data-driven monthly reports that facilitated senior leadership’s strategic allocation decisions and risk mitigation.
• Performed Waterfall Analysis to determine cash flow distribution, priority of payments, and stress test recovery scenarios, improving portfolio risk assessment and structuring.

Education
🎓 University at Buffalo – MS in Finance (2024–2025)
🎓 University of Rajasthan – BBA (2017–2020)

Skills & Certifications
• Skills: Financial Modeling, Valuation, Structured Credit, Python, Tableau, Bloomberg
• Certifications: CFA Investment Foundations, Wharton Finance & Quant, Romero Mentoring IB Program