Akash Pamecha
Financial Analyst
Gurugram,HR
Summary
Financial Analyst with 9+ years of expertise in comparable analysis, research and valuations. My experience spans the power and commercial real estate sectors alongside proficiency in a range of databases & their extensions and analysis of financial reports covering the US, European & Indian clientele.
Overview
9
9
years of professional experience
2015
2015
years of post-secondary education
3
3
Certifications
2
2
Languages
Work History
Delivery Manager - Private Markets
Acuity Knowledge Partners
02.2022 - Current
- Leading & delivering valuation and research projects.
- Detailed financial analysis including financial models.
- Portfolio monitoring and recording of any substantial deviations from budget.
- Bespoke qualitative research, Target identification.
- Trading and Transaction comps, Benchmarking, Ratio analysis.
- Updating Information Memorandum.
- Managing team of 5 people, scoping and allocation of projects, monitoring team performance.
- Mentoring new team members, regularly accessing knowledge and skill gaps and implementing corrective action.
Research Analyst - Investment Banking
WNS Global
04.2021 - 02.2022
- Identification of appropriate targets including preparing brief as well as detailed company profiles, M&A case studies and pitchbooks.
- Updating trading and transaction comps.
- Handling projects that include secondary research, financial benchmarking and ad hoc requests.
- Updating financial models and forecast through broker reports.
Business Analyst (M&A)
VLE Consultants
01.2020 - 04.2021
- Company Overview: Management Consultancy Business
- Identifying Investment Opportunity, Making Information Memorandum.
- Reaching out to investors willing to invest in our portfolio companies.
- Creating brief financial summary to portray the current financial health and growth opportunities in the company.
- Management Consultancy Business
Investment Advisor
Equityboxx
07.2018 - 08.2019
- Performing Secondary Research and Industry research.
- Preparing detailed report on the assets recommended.
- Managing clients' risk through the implementation of a diverse portfolio including equity, mutual fund and trust products.
- Periodically reviewing a client's portfolio and suggesting any necessary modifications.
- Conducting training sessions on derivatives and fundamentals of investing in prestigious institutes like IIT Delhi, IIT Madras, IIT Guwahati, IIT Mandi and NIIMS Mumbai.
Deputy Manager
Kotak Mahindra Bank
12.2015 - 07.2018
- Recommending investment options for clients in accordance with their risk tolerance and individual needs.
- Oversee the daily operations of the branch.
- Engaging with customers and responding to their needs within the authorized TAT.
- Keeping control over cash retention limit, remittances and locker operations.
- Adhering proper KYC and AML regulations.
Education
PG Diploma - Banking and Finance
Manipal University
B.Tech - Electronics & Comm.
SKIT
XII - undefined
RBSE
X - undefined
St. Paul's School
Skills
Financial Modelling
Valuation
Research
Client Communication
Analyzing Financial Databases
Business Development
Team Management
Training
Certification
CFA - Private Markets and Alternative Investments Certificate
Accomplishments
- Promoted to Delivery Manager at Acuity Knowledge Partners (02/01/25)
- Promoted to Delivery Lead at Acuity Knowledge Partners (02/01/23)
- Successfully converted 2 pilot projects to permanent clients
Personal Information
Date of Birth: 07/06/92
Databases Knowledge
- Capital IQ
- Pitchbook
- Dealogic
- Mergermarket
- ILEVEL
- AllVue
- Bloomberg Anywhere
- Factset
Timeline
Delivery Manager - Private Markets
Acuity Knowledge Partners
02.2022 - Current
Research Analyst - Investment Banking
WNS Global
04.2021 - 02.2022
Business Analyst (M&A)
VLE Consultants
01.2020 - 04.2021
Investment Advisor
Equityboxx
07.2018 - 08.2019
Deputy Manager
Kotak Mahindra Bank
12.2015 - 07.2018
B.Tech - Electronics & Comm.
SKIT
XII - undefined
RBSE
X - undefined
St. Paul's School
PG Diploma - Banking and Finance
Manipal University