Abhinav Agarwal
Financial Research Analyst
Mumbai
Summary
Experienced professional researcher with a successful track record in conducting and analyzing financial reports. Proficient in due diligence, financial analysis, and reporting & visualization. Recognized for strong collaboration skills, adaptability, and consistently delivering impactful results. Skilled at effectively managing multiple projects, addressing client requests, and meeting deadlines with precision and efficiency.
Overview
2
2
years of professional experience
7
7
Certifications
Work History
M&A Research Associate
PitchBook - Morningstar
01.2024 - Current
- Performed in-depth secondary market research on over 1500 public and private companies
- Successfully handled more than 100 clients request with primary research from American and Europe region
- Evaluated due diligence and performed post-valuation analysis for M&A transactions, assessing the financial & operational impact on both target and acquiring entities with 97% accuracy
- Assisted as a mentor to new hires, in their professional growth and improving overall team productivity
Equity Analyst Intern - Fundamental Research
Axis Securities
03.2023 - 05.2023
- Provided essential support in comprehensive financial assessment and preparation of initial coverage reports for various companies
- Assisted in financial modelling and forecasting for construction and aerospace industry
- Performed annual report & concall analysis along with channel check for different companies
- Conducted management and industry analysis by collaboration with qualitative research team
Summer Intern
Anand Rathi Wealth Management (Preferred Division)
06.2023 - 07.2023
- Executed comparative and ratio analysis on mutual funds, index funds and PMS schemes on client demand
- Contributed to creating additional AUM of over 10cr through proactive outreach to potential clients and effective client interactions
- Successfully undertook a side-project on making a one stop guide to NRI investment options in India with focus on taxes
Education
Finance
Shiv Nadar University
Delhi, India 04.2001 -
Skills
Financial Modeling
Tableau
Financial Statement & Ratio Analysis
Fundamental & Technical analysis
Qualitative and quantitative research
Client relations
Reporting efficiency and accuracy
SQL analytics
Critical thinking & Decision making
Client interaction
Research and analysis
MS office
Certification
NCFM Certified in Investment Analysis and Portfolio Management - NSE
Timeline
M&A Research Associate
PitchBook - Morningstar
01.2024 - Current
Summer Intern
Anand Rathi Wealth Management (Preferred Division)
06.2023 - 07.2023
Equity Analyst Intern - Fundamental Research
Axis Securities
03.2023 - 05.2023
Finance
Shiv Nadar University
04.2001 -