ABHILASHA BANSAL
Financial Analyst
Surat
Summary
Experienced analyst prepared for this role with strong focus on data interpretation, financial modeling, and strategic planning. Known for collaboration and delivering results, adaptable to changing needs, and reliable. Skilled in data visualization, problem-solving, and stakeholder communication. Employers value analytical mindset, teamwork, and consistent performance.
Overview
2
2
years of professional experience
2
2
Certifications
Work History
IB Analyst
Axis Capital - Investment Banking Coverage (New Age Technology)
06.2024 - 06.2025
- Deal origination: Created over 15 high-impact pitch decks, contributing to driving a ₹100 Cr+ revenue pipeline.
- Partnered with unicorns and growth-stage startups (Pinelabs, Lenskart, Captain Fresh, and CarDekho) on IPO prep—synthesizing business insights, financial diligence, and stakeholder communication to drive market readiness.
- Conducted industry research and market trends, with valuation analysis for potential transactions (tracked 50+ startups in New Age Sector)
- Created material for advising clients on best practices for capital structure optimization, based on their business objectives.
- Gathered data from databases such as Bloomberg, CapiQ, LSEG, Private Circle, Tracxn, and Merger Markets.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
Investment Banking Trainee Stint
Axis Capital - Investment Banking Coverage (Consumer & Consumer Tech Coverage)
01.2023 - 10.2023
- Assisted in the preparation of 15+ client presentations, such as pitch books and discussion documents.
- Created brief profiles of 30+ companies for ideation discussions with M&A clients.
- Acquired efficiency in key tools, including advanced Excel, PowerPoint presentations, Bloomberg, CapiQ, and Private Circle.
- Learned the execution process of an IPO transaction.
Education
B.com - Finance
SDJ International College
Surat, Gujarat01.2024
XII -
Fountainhead Schools
Surat, Gujarat01.2021
X -
Agarwal Vidya Vihar
Surat, Gujarat01.2019
Skills
- Core: Business Analysis, Financial modelling, Valuation, Industry research, Financial analysis, Data analysis, MS Excel, Documentation and reporting, Creating Visual appealing PPTs
Certification
CFA Level 1 - 90th Percentile
Interests
Playing musical instruments (Guitar), Sketching and Baking
Timeline
IB Analyst
Axis Capital - Investment Banking Coverage (New Age Technology)
06.2024 - 06.2025
Investment Banking Trainee Stint
Axis Capital - Investment Banking Coverage (Consumer & Consumer Tech Coverage)
01.2023 - 10.2023
B.com - Finance
SDJ International College
XII -
Fountainhead Schools
X -
Agarwal Vidya Vihar