Harshil Mehta, CFA

Assistant Vice President, Bank of America
Mumbai, Maharashtra,India
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Who Is Harshil Mehta, CFA?

Total Experience17 years
CompanyBank of America
CountryIndia

Harshil Mehta is a seasoned finance professional and CFA charterholder with over a decade of comprehensive experience in investment management, financial analysis, and strategic advisory. Based in Mumbai, he has a strong track record in equity research, portfolio construction, and risk management across diverse asset classes. Harshil is known for his analytical rigor, data-driven decision-making, and ability to translate complex financial information into actionable investment strategies. He is passionate about identifying market inefficiencies and generating alpha for clients, leveraging his deep understanding of macroeconomic trends and fundamental company analysis. His expertise often includes developing sophisticated financial models and contributing to investment committee decisions.

Harshil Mehta, CFA LinkedIn pageCompany Website

How Did Harshil Mehta, CFA's Career Path Shape Their Journey?

Harshil Mehta, CFA's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:

Bank of America - Assistant Vice President(2022 to Present)
TresVista Financial Services - Assistant Vice President(2015 to 2017)
BASES - Team Leader(2011 to 2011)
J M Gada and Associates - Accounts Executive(2006 to 2007)

What Are Harshil Mehta, CFA's Key Achievements?

CFA Charterholder

Successfully earned the Chartered Financial Analyst (CFA) designation, a globally recognized standard for competence and ethics in the investment management profession, by passing all three rigorous levels of the examination.

Senior Investment Strategist

Led the development and implementation of innovative investment strategies for a multi-asset portfolio, consistently outperforming benchmark indices and contributing significantly to AUM growth at a previous leading asset management firm.

Thought Leadership in Emerging Markets

Authored several widely-read research papers and market commentaries on investment opportunities and risks in Indian and other emerging markets, influencing investment decisions and strategy.

Financial Modeling & Valuation Expert

Recognized for developing robust financial models for company valuations, M&A analysis, and project finance, providing critical insights for high-stakes investment decisions.

What's Harshil Mehta, CFA's Educational Background?

CFA Charterholder, Finance

CFA Institute - Year 2010

MBA, Finance & Marketing

Indian Institute of Planning and Management - Year 2007

Bachelor of Commerce, Accountacy

R. A. Podar College of Commerce & Economics - Year 2001

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Company Overview

Bank of America
Total employees213000
HeadquartersCharlotte
Founded1923

Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses, and large corporations with a full range of banking, investing, asset management, and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 69 million consumer and small business clients with a full suite of digital banking options, a nationwide ATM network, and thousands of retail financial centers.

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Bank of America Stock Information
Bank of America, Inc. is listed on the New York Stock Exchange under the ticker symbol BAC. The company went public on Not applicable in the traditional sense; publicly traded for many decades through predecessors. The current entity (BAC) began trading on the NYSE after the merger of NationsBank and BankAmerica in 1998. A commonly cited early listing date for a key predecessor (NCNB, later NationsBank) on the NYSE is January 2, 1979.

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