Summary
Overview
Work History
Education
Skills
Certification
Timeline
OperationsManager
Abhinav Agarwal

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

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 -
Abhinav AgarwalFinancial Research Analyst