Pallavi Sambasivan

Strategy & Investments | Manager

2023 - Current

Strategy & Operations

2023 - 2023

Drove an intensive data analysis project using SQL and Tableau for an on-demand delivery platform, culminating in presenting insights, recommendations, and project roadmaps to senior stakeholders to improve KPIs and developing dashboards to track ongoing business performance.

Investor

2021 - 2022

Covered consumer internet, e-commerce, fintech, enterprise software, healthcare, and crypto across the U.S. and emerging markets; evaluated 15-20 potential investment opportunities per week and managed diligence from first meeting through transaction close. Portfolio companies covered included Hopper (mobile OTA), Patreon (creator economy), Zepto (quick e-commerce), Ver Se (short-form content social media and news aggregation), Betterfly (employee benefits insurtech), Kitabeli (social e-commerce), Instacart (grocery delivery), amongst others.

Investment Banking Associate Director

2021 - 2021

Mergers & Acquisitions

Investment Banking Analyst

2018 - 2021

Mergers & Acquisitions

Cryptocurrency Investment Analyst

2018 - 2018

Evaluated various event-driven and signal based crypto trading strategies. Conducted rigorous bottoms-up and top-down fundamental analyses on new ICO/SAFT opportunities resulting in several investment memos presented to the portfolio manager.

Investment Banking Summer Analyst

2017 - 2017

Mergers and Acquisitions

Principal Lending and Investing Intern

2016 - 2017

VP External Affairs for the NYU Stern Beta Chapter

2014 - 2017

Organized, marketed, and moderated PCT’s Women’s Corporate Mingle, titled "Projecting Your Authentic Self", a discussion exploring the perception of women in the workplace as well as a networking opportunity with over 120 professional and student attendees, 6 panelist speakers, as well as one keynote speaker. Coordinated various company-specific networking events to educate the Stern community of different career opportunities, including (but not limited to) investment banking, brand consulting, and capital markets accounting, as well as to promote and enable women in leadership positions. Spearheaded PCT’s first workshop series where professors lead discussions on various subjects to expand upon members’ knowledge.

Loan Fund Intern

2015 - 2015

Quality Assurance Documentation Intern

2013 - 2013

Evaluated Sikuli script, which visually automates GUI elements, in the context of testing Accellion's file sharing software and presented my findings to the QA team. Built test cases for all of the functions of an upcoming file sharing software to identify any possible bugs within the code, ensuring product quality for the company.