AKANKSHA ADHIKARI
Associate at Assetron Analytics
Mumbai
Summary
Experienced professional with over 10 years in Secondary Research and Data Management, specializing in Business Development, CRM Implementation, Data Enrichment, and Secondary Research. Skilled in capturing M&A Deal Info through CIMs, Deal Teasers, and Financial Statements to ensure CRM accuracy. Proficient in CRMs like DealCloud, Salesforce, Microsoft Dynamics365, and familiar with data aggregators such as Pitchbook, CapIQ, Preqin, CrunchBase, Apollo.io. Demonstrated success in managing projects including list building for financial and non-financial needs, updating CRM data for portfolio companies of PE/VC firms, and resolving client escalations promptly. Effective communicator with strong relationship management skills at all business levels.
Overview
10
10
years of professional experience
2
2
years of post-secondary education
3
3
Languages
Work History
Associate - Research
Assetron Analytics
03.2025 - Current
- Provided support to the stakeholders in due diligence by conducting in-depth research about the target companies
- Ensured data accuracy and consistency through ongoing CRM updates and maintenance
- Translating data into charts and visuals for stakeholder presentations
- Preparing newsletters for M&A transactions for existing portfolio companies
- Sent introductory emails to targeted companies for potential collaboration for one of the portfolio companies
Senior Analyst - Research
Assetron Analytics
07.2024 - 03.2025
Senior Research Analyst
Z2 Investment Management, LP
06.2023 - 07.2024
- Managed multiple high-priority projects simultaneously, ensuring timely completion of deliverables under tight deadlines.
- Responsible for end-to-end maintenance of DealCloud platform
- Preparing Industry reports and growth trends for different industries
- Supporting the team in due diligence by creating financial models to assess M&A targets
- Preparing CIM Summaries and updating investor presentations and memos
- Preparing trading and transaction comps for existing portfolio companies
Associate, Business Development Support
TresVista Analytics LLP
07.2019 - 06.2023
- Currently working with a set of private equity and venture capital clients, managing their CRM and tracking various M&A deals they are keenly observing
- Managing a team of four analysts/senior analysts under me and making sure their deliverables are quality checked and delivered within the agreed TATs
- Providing end-to-end support to the client's request and managing timely completion of tasks
- Involving in any additional Ad-hoc requirements pertaining to preparing an industry target list or any other list building activity for the clients
- Tracking different deal announcements using various internet source and updating the client with different transaction type involved in the acquisition
- Getting onto regular check point calls with the client to understand any service delivery gaps and providing solutions to any specific nuance the client is facing in their projects along with handling their escalations
- Preparing Client Trackers, MIS reports such as Utilization Report for end clients as well as internal stakeholders (VPs and Relationship Managers)
Research Assistant
TresVista Financial Services
09.2017 - 07.2019
- Majorly worked as an Analyst, tasked to carrying out all project executions such as utilizing various search engines to research data for the provided entities, working on complex pilot projects, providing quality checks at times
- Coordinating with internal teams regarding various projects and managing the timelines
- Maintaining quality and delivering the projects on or before the deadlines
Research Associate
Datamatics Business Solutions
05.2015 - 09.2017
- Worked for various clients across business industries wherein we were tasked to prepare/verify list of decision makers and stakeholders in a company, and attendees to various conclaves/events for lead generation purpose
- Involve in primary research by directly calling clients to verify on a few tracked roles and delegations and map their movements on the database accordingly
Education
Bachelors of Commerce -
Sathaye College
01.2013 - 01.2015
Higher Secondary - undefined
Kanya Vidya Mandir
Secondary School - undefined
St. Xavier's High School
Skills
Qualitative research
Detail-oriented analysis
CRM Management
Proficient in MS Office
Data interpretation
Qualitative research
Accomplishments
- Awarded TreStellar Q3'2022 award for achieving high standard of excellence in Project Delivery & Client Management at TresVista Analytics LLP, Pune.
- Awarded with a Spot award in 2016, a monthly recognition for over achieving professionals at Datamatics Business Solutions, Mumbai.
- Secured 2nd position in a district level competition in Carrom.
Timeline
Associate - Research
Assetron Analytics
03.2025 - Current
Senior Analyst - Research
Assetron Analytics
07.2024 - 03.2025
Senior Research Analyst
Z2 Investment Management, LP
06.2023 - 07.2024
Associate, Business Development Support
TresVista Analytics LLP
07.2019 - 06.2023
Research Assistant
TresVista Financial Services
09.2017 - 07.2019
Research Associate
Datamatics Business Solutions
05.2015 - 09.2017
Bachelors of Commerce -
Sathaye College
01.2013 - 01.2015
Higher Secondary - undefined
Kanya Vidya Mandir
Secondary School - undefined
St. Xavier's High School
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