A BSc. Economics graduate with CFA level-III 2024 exam candidacy. Proficient in financial modeling, valuation techniques, credit research methodologies, financial data software, analysis methods, financial statement analysis, and report writing.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Operations Analyst
CITCO
Pune
05.2023 - 08.2023
Successfully processed and settled instructed, over the counter and invoice transactions for 16+ hedge fund clients on a daily basis.
Identified settlement failures, gaps and kept check on the liquidity status for clients along with routine payment request resolution.
Investment Banking Intern
CapitalOne Advisory
Pune
05.2022 - 07.2022
Prepared and edited pitch decks, one-pagers/investment teasers (name and no-name basis).
Conducted market research consistent with the funding requirements of the fund houses.
Prepared credit monitoring analysis (CMA) sheets including derivation of ratios, future cash flow projections, financial position and profitability projections for 2 large real-estate project investments.
Financial Modeling & Valuation Intern
Tenth Decile Advisory
Remote
04.2022 - 05.2022
Modeled three-statement financial models for 20+ companies, and derived financial metrics including profitability, liquidity, coverage/credit ratios and market valuation ratios.
Forecasted future cash flows and financial position corresponding to client's requirements.
Supported with modelling of discounted cash flow & relative valuation models.
Procured data and market insights from databases and annual reports for competitor and market/industry analysis(industry drivers).
Drafted analysis reports consisting of strategic insights (conducting SWOT, PESTLE analysis etc.) and data visualization based on clients' needs.
Market Research/Business Development Intern
HerbalNest(Startup)
Remote
04.2021 - 07.2021
Conducted systematic market research to identify key customer segments, and emerging partnership opportunities to collaborate with for the prospective product along with data on retailers, wholesalers, supermarkets & hypermarket chains that are favorable to the supply chain links of the production point.
Education
CFA Level II - Investment Research
CFA Institute
US
01-2024
Bachelor of Science - Economics
MIT WPU, Kothrud
Pune, India
10-2021
Skills
Qualitative & Quantitative Research
Report Writing
Bloomberg Terminal
Python
Financial Reporting
Financial Modeling & Valuation
Credit Risk Analysis
Benchmarking
Financial Statement Analysis
Compliance
MySQL
Communication skills
Office 365
Microsoft Power BI
Certification
Bloomberg Market Concepts
Certified Investment Banking Operations Professional