Nihar Sodani

Nihar Sodani currently serves as a Portfolio Manager at Terese Kelly Investment Group, where he leverages his robust analytical skills and strategic acumen to oversee a diverse investment portfolio. In this role, Nihar is responsible for developing and implementing investment strategies that align with the firm’s long-term objectives, utilizing advanced tools such as Bloomberg Terminal, Tableau, and SQL to conduct comprehensive market and sector analysis. His expertise in portfolio management enables him to optimize asset allocation, manage risk effectively, and enhance overall portfolio performance through data-driven decision-making.

A key aspect of Nihar’s role involves managing a $1M+ student-run investment fund benchmarked to the S&P 500. He conducts rigorous sector allocation analysis and proposes strategic adjustments to maximize returns while adhering to the firm’s investment policies. His experience in conducting in-depth company valuations and preparing investment pitches ensures that all recommendations are grounded in thorough financial analysis and aligned with active risk management principles. Nihar’s proficiency in Python and Microsoft Excel further supports his ability to perform complex financial modeling and scenario analysis, providing valuable insights to the team.

At Terese Kelly Investment Group, Nihar also plays a pivotal role in delivering detailed performance reports and presentations to stakeholders, translating complex financial data into clear, actionable insights. His strong communication skills, combined with his attention to detail and analytical expertise, make him a vital contributor to the firm’s success. With a background rooted in economics and business analytics from Symbiosis International University and IIM Indore, Nihar continuously applies his academic knowledge to real-world investment challenges, demonstrating a commitment to excellence and innovation in portfolio management.