ASHU JAIN

Experienced MBA and CFA Level 2 professional with a strong background in investment banking and proven leadership abilities. Meticulous attention to detail, approaching challenges with an analytical and solution-focused mindset. Deep understanding of financial modeling and valuation methodologies, expertise in financial analysis and market research. Provides valuable strategic insights to drive investment decisions and optimize financial performance.

CFA Investment Foundation Program (CFA Body)

(A) Portfolio Analyst –

Finlatics (Feb-May 2021)

Created, Managed and Maintained a real time simulated portfolio on BSE 500 listed companies.

Generated Reports regarding investment values, performances and trends on frequent basis.

Came to know about various investment types, such as mutual funds, stocks and bonds and other prominent investment avenues.

Perform Equity research on companies in banking and FMCG domain.

(B) Investment Banking Analyst –

Finlatics (April-May 2021)

Present Project reports on founder profiling, convertible note based costing.

Learned about customer acquisition based modelling.

Learned about various stages of private equity, setting up a private equity fund and analyze exit strategies of PE funds.

Breaking Into Wall Street ( September-October,2023)

• Completed 30+ hours of modeling tutorials based on case studies of companies and deals in North America, Europe, Asia, and Australia.
• Created 3-statement projections to analyze potential minority-stake investment in Coles (Australia); concluded that 15%+ IRR was plausible due to company's improving Return on Capital and 4-5% Dividend Yield.
• Built DCF analysis for Steel Dynamics starting from blank sheet in Excel; concluded that company was overvalued by 5-15%.
• Completed case study based on Apollo's $2.1 billion USD leveraged buyout of the Great Canadian Gaming Corporation; projected revenue, expenses, and cash flow, set up LBO model, and made positive investment recommendation based on likelihood of achieving 20% IRR.
• • Built cap tables across funding rounds for MuscleFrost (direct-to-consumer company) and recommended $5 million Series A investment at $15 million pre-money valuation and 1x liquidation preference based on valuation, potential exit values, and dilution analysis.
• Analyzed market and revenue potential for Antios (Series C biotech) and recommended against investment in $250 million round at $800 million pre-money valuation due to concerns around price, success probability, and market size.
• Recommended investing in €110 million growth equity round for Procyon (enterprise SaaS) due to favorable unit economics, strong growth, and likelihood of achieving 3x multiple and 30% IRR
• Awarded Financial Modeling Certification by passing evaluation quiz with score above 90%.(https://www.credential.net/62ad49d1-1acd-4d20-8b06-7de49d7ee76f)

• Leading"Jira" project where role is to accelerated decision-making process for clients by presenting concise yet comprehensive analyses of potential investments in their three funds CCLFX,CELFX and CPEFX.
• Leading"Earnings Project" where role is to identify key metrics in clients portfolio companies and helped them in identify companies where they have to exit or whether have to add more investments
• Working on Borrower Models where role is to read financial statements and fill out information in data models.