Overview
Work History
Education
Accomplishments
Timeline
Hi, I’m

Akhil Gupta

Delhi

Overview

8
years of professional experience
7
years of post-secondary education
2
Languages

Work History

Acuity Knowledge Partners
Delhi

Senior Associate (Lev. Finance & FSG Team)
09.2021 - Current

Job overview

  • 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
08.2012 - 09.2015

Maharaja Agrasen Institute of Management Studies

BBA from Business Administration
08.2008 - 08.2011

NK Bagrodia Public School

High School Diploma
03.2007 - 07.2008

AIWMI

No Degree from Credit Research
04.2001
Akhil Gupta