Due Diligence, Business Administration, Microsoft 356

Devanshee Sutaria

**** ******* ***** 682-***-****

Fort Worth, TX 76129 *.*.*******@***.***

EDUCATION

Texas Christian University – John V. Roach Honors College Fort Worth, TX Neeley School of Business – Bachelor of Business Administration May 2025 Major: Finance & BIS Minor: Fintech GPA: 3.97

HONORS

TCU Dean’s Scholarship Dean’s List Member

John V. Roach Honors College TCU Scholar (4.0), Neeley Scholar (4.0) EXPERIENCE

Crestline Investors Inc. Fort Worth, TX

Summer Analyst May 2024 – August 202 4

Analyze investment opportunities via offering memorandum review, assist with financial models and industry research while assisting with origination efforts including the entry and maintenance of contracts

Construct investment memorandums for new investments for formal investment approval process and interact directly with management teams and due diligence providers during deal origination and execution process

Participate in the transaction closing process which includes legal documentation and funding operations

Perform ongoing due diligence and monitoring of portfolio companies; construct and communicate performance updates to the investment committee

Luther King Capital Management Fort Worth, TX

Equity Research and Trading Intern May 2023 – August 2023

Evaluate publicly and privately held corporations by analyzing financial statements, macroeconomic trends, and industry characteristics across multiple sectors to assist in investment of the firm’s ~$24 billion AUM

Attend monthly meetings and presentations with management, sell-side, and buy-side analysts for investment opportunities, while updating and reviewing weekly performance using Bloomberg, FactSet and Excel

Maintain a comprehensive portfolio database to coordinate with traders and portfolio managers in executing public equity transactions with an average daily of one million shares Housing and Residence Life Fort Worth, TX

Resident Assistant November 2022 – Present

Assist Housing and Residence Life at TCU in creating an enriching experience in a first-year residence hall comprising of over 300 residents while conducting monthly events to uphold an inclusive environment

Manage administrative duties, submit and track weekly assessment data while successfully following crisis management and reporting procedures

BUSINESS LEADERSHIP

Transaction and Investment Professionals Board Program Fort Worth, TX Board Program Member December 2022 – Present

Selected to participate in an investment banking preparation program involving formal classwork to study investment banking concepts including valuation methodologies, accounting topics and M&A analysis. CAMPUS / COMMUNITY INVOLVEMENT

Student Success - Peer2Peer tutoring South Asian Intercultural Association - President Finance Club Frog Camp and Frogs First Leader

BUSINESS RELATED SKILL / INTERESTS

Technical: Microsoft Word, Excel, PowerPoint, Argus Enterprise certified course TCU, Certification in Operations Management, National Stock Exchange certified Exam (Chartered Accountants of India) Interests: volleyball, baking, swimming, problem solving

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