NM
Naveen Mortha
Investment and Portfolio Manager at Nemetschek Group
Berlin, Berlin
Overview
Naveen Mortha is an Investment Professional based in Berlin with a background in equity research, investment banking, and financial modeling. Currently serving as an Investment and Portfolio Manager at Nemetschek Group, Naveen has held key roles at Bricsys®, Foundamental, and Bank of America, specializing in strategy, sales operations, and business development.
Highlights of Naveen's career include managing investments at Surya Capital Management, leading business development at SIMO Education India, and working on equity capital markets and mergers and acquisitions at Bank of America Merrill Lynch and Bank of America.
Work Experience
Investment and Portfolio Manager
2022 - Current
Strategy and Sales Ops Lead
2021 - 2022
Investor
2020 - 2021
Investment Manager
2018 - 2019
Investment Associate
2013 - 2017
Deal Experience includes investment into private leasing company and an horticulture company
Director, Head - Business development
2010 - 2012
EdTech Startup working in the K-12 segment
Analyst / Associate, Equity Capital Markets
2008 - 2010
Analyst – Mergers and Acquisitions (M&A)
2006 - 2007
Bank of America Neighborhood Builders is a signature philanthropic program that advances economic mobility and nonprofit leadership.