Involved in writing weekly commentary on outlook of leveraged loan and high yield markets in Europe
Created Leveraged Buyout Deals database and updating it on regular basis
Creating and updating Capital Structure of various companies along with current price and yield levels and charts
Maintaining Fund size database of PE firms and updating deals on recurring basis.
Worked on Debt Tear sheet, Debt comps, Trading Comps, Transaction Comps along with company profiles, strip profiles and other day to day ad-hoc research work
Managing staffing and billing sheet for the number of hours billed to the client
Involved in project scoping and interacting with clients
Providing training and support to new team members
Worked on various database - Bloomberg, CapIQ, LCD, Capital Structure, Merger Market, Factiva, Factset, Preqin, Unquote, Bamsec, Debtdomain, Syndtrack
PhillipCapital
Delhi
Assistant Manager Wealth
01.2020 - 09.2021
Job overview
Valued and analyzed various types of corporate bonds (Perpetual, Tier1 & 2, MLD etc.) for trading and for recommendation to clients as per their need and requirement.
Managed client’s wealth and prudently allocated it according to the client’s risk tolerance.
Researched into stocks and reports provided by the company and advised the client on the same
Gupta Enterprises
Delhi
Business Owner
03.2017 - 12.2019
Job overview
Spoke to vendors and negotiated rates with them.
Supplied building materials to clients.
Diversified into paints and other building products.
Developed and managed the supply chain from crushers and stockholders.
Managed portfolio of stocks, debentures & mutual funds and advised people on the same.
Cians Analytics
Delhi
Analyst
02.2016 - 02.2017
Job overview
Prepared transaction comparable & buyers list to help the client in mergers & acquisitions.
Researched companies in similar business line for valuation and doing company benchmarking using research reports.
Experience of working on various databases like, S&P Capital IQ, Factset, & Thomson Eikon.
Acting on day to day basis as per client requirement (like preparing Company Profile, Strip Profile, Other research work)
Education
CFA Institute, USA
Delhi
CFA (all 3 Levels Cleared) from Accounting And Finance, Derivatives, Equity, FI
08.2012 - 09.2015
AIWMI
Delhi
No Degree from Credit Research
04.2001
University Overview
Cleared 1st Level
Maharaja Agrasen Institute of Management Studies
Delhi
BBA from Business Administration
08.2008 - 08.2011
NK Bagrodia Public School
Delhi
High School Diploma
03.2007 - 07.2008
Accomplishments
Participated and completed Baazi half marathon (21Km) in 2019
Delhi State rank holder and North Zone rank holder in Yoga and participated and represented Delhi at nationals.
Secured 70% in CCRA Level I.
Timeline
Senior Associate (Lev. Finance & FSG Team)
Acuity Knowledge Partners
09.2021 - Current
Assistant Manager Wealth
PhillipCapital
01.2020 - 09.2021
Business Owner
Gupta Enterprises
03.2017 - 12.2019
Analyst
Cians Analytics
02.2016 - 02.2017
CFA Institute, USA
CFA (all 3 Levels Cleared) from Accounting And Finance, Derivatives, Equity, FI
Led cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals LtdLed cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals Ltd