Rohan Desai
5.0
(21)
Studied at Kelley School of Business (Indiana)
Works at BMO Capital Markets
Successful clients at
Available Sunday at 6:00 PM UTC
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Work Experience
Incoming Investment Banking Analyst
BMO Capital Markets
August 2025 - Present
TMT Group Full-Time
Investment Banking Summer Analyst
BMO Capital Markets
June 2025 - Present
Technology Investment Banking
Wealth Management Summer Analyst
Kera Capital
May 2024 - August 2024
Conducted fundamental research including company and industry assessment, financial statement analysis, valuation, and upside/downside scenario analysis to provide a recommendation for Kera’s active equity portfolios Consulted founders and generated advanced models showing projected cash flows, liquidity events, and tax implications while taking lifestyle into account to develop a personalized investment strategy for each client Generated pitch decks for 3 CIO Calls to clients regarding major topics in the United States economy such as international and domestic elections, interest rates, large-cap tech, and the carry trade.
Investments Analyst
Envision Capital Management Group
February 2023 - September 2023
Envision Capital Management Group is a 501(c)3 student-run investment fund at the Kelley School of Business Derivatives Fund Member
Institutional Equities Sophomore Summer Analyst
LifeSci Venture Partners
June 2023 - July 2023
Developed initial screening and performed subsequent fundamental research on healthcare companies through company and industry assessment, financial statement analysis, and valuation Analyzed FDA approval pipeline and evaluated investment opportunities by speaking with expert networks to better project drug performance, revenue potential and insurance company buy-ins Participated in management pitches with mid-stage healthcare companies seeking an investment from the firm
Education
Kelley School of Business (Indiana)
Bachelors of Science, Finance, General
2022 - 2026
Activities and societies: Investment Banking Network | Hutton Honors College | Brazilian Jiu Jitsu at IU | Envision Capital Management Group | Financial Services Club | Restructuring and Distressed Investing at IU
21 Reviews
Overall Rating
5.0
Rohan has helped clients get into these companies: