Naman Jain, CFA

Examiner
DISC Type : cs

Valuation Director at Morgan Stanley

London, England, United Kingdom

Overview

Naman is the Director of VC Investments at Morgan Stanley, where he has progressed through various roles including fixed income and private asset valuation. A Chartered Financial Analyst (CFA), he specializes in valuing private equity, credit, real estate, and infrastructure assets. He holds an MSc in Finance from Cranfield University.

Namans career path highlights a commitment to professional development, including a significant move from Mumbai to the UK to pursue his masters degree. This international experience showcases his dedication to advancing his expertise in the global financial landscape.

He celebrated a promotion to Director after rejoining Morgan Stanley, marking a full-circle moment in his career journey.

Personality Overview

Late Adopter

Overcautious

Tough To Convince

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Venture Capital
His current role as Director of Investments in VC at Morgan Stanley places him directly in this sector.
Private Market Valuation
Previously served as Valuation Director, specializing in private equity, credit, real estate, and infrastructure.
Career Development
Shared posts about his educational journey from India to the UK and his recent promotion to Director at Morgan Stanley.

Media Appearances

Naman has no verified media appearances

Work History

1-2026
Valuation Director at Morgan Stanley
11-2023 - 1-2026
Valuation Associate at Morgan Stanley
1-2022 - 9-2022
Associate : Fixed Income Client Financing at Morgan Stanley
7-2021 - 1-2022
Analyst : Fixed Income Client Financing at Morgan Stanley
3-2020 - 7-2021
Analyst : International Securities Lending at Morgan Stanley

Education

9-2022 - 9-2023
MSc Finance and Management from Cranfield University
2015 - 2018
Bachelor of Business Administration (BBA) from SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

More Information

Social Presence :

Prographics :

Exp : 5 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Valuation Director at Morgan Stanley
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Insights For Selling To Naman

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Naman is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Naman

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Naman move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Naman take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Naman

Personality Compatibility


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