Hi, I'm Shazia Naik
I’m a CFA Charterholder, MBA (Finance) and a B.E. (Computers) — passionate about integrating sustainability into investment decision-making. Since 2007, I’ve worked across India and North America as an equity and sector analyst, ESG specialist, and product manager, building and managing multi-million-dollar solutions used by both institutional & retail investors. My experience spans leading global firms such as MSCI, Sustainalytics, Crisil Ltd (an S&P Global company), & IIR Group Plc. A long-time CFA volunteer, I’ve mentored candidates, graded, judged CFA Research and Ethics Challenges, & contributed to consultations with SEBI, GRI, and the CFA Institute. I offer consulting, CFA/ESG training, & career coaching to help individuals & organizations build sustainable investment strategies & meaningful careers
Online Offerings
Training & Mentoring - Students, Professionals & Institutes
What’s Included:
​
-
CFA Level I, CFA Level II Exam preparation bootcamp
-
GARP SCR exam prep
-
Certificate in Sustainable Investing Coaching
-
Equity research & Valuation bootcamps (valuation and financial modeling: DCF, comps, sector multiples)
-
Resume Review & Interview preparation
-
Job search mentoring​​
​
Consulting & Content Development -- Organizations & Institutions
What’s Included:
​
-
Investment research reports
-
Sector outlooks
-
ESG reports
-
Thematic reports
-
Custom training materials
-
Thought leadership articles
-
Valuation Models
​
Corporate Training -- Organizations & Institutions
What’s Included:
​
-
Standalone ESG investing workshops
-
Equity research & sector research bootcamps (tailored for corporate teams)
-
Custom guest workshop / speaking