Ayush Kumar Jha

Key Responsibilities:

• Working directly with clients and senior professionals specific to the financial services industry
• Conducting secondary research on private equity, venture capital firms and Investment Banks
• Expertise in handling various databases like Pitchbook, FactSet, ZoomInfo, Crunchbase, and also have experience in handling CRM tools like Salesforce, DealCloud
• Managing client deliverables efficiently and ensuring workflow coordination across teams
• Managing and resolving all incoming queries from clients within agreed SLA
• Managing a team of analysts and responsible for overseeing their work, and ensuring it is client-ready while serving as the primary point of contact for clients
• Providing timely and continuous feedback for performance and process improvement

Key Responsibilities:

• Competitive analysis and market research
• Enriching financial analysis of competitors through annual reports and MCA
• SWOT analysis and PESTEL Analysis, while understanding the market for EdTech industry
• Primary and secondary research of competitors, product benchmarking, providing upcoming trends and technology insights, preparing weekly newsletters
• Tools used were ZoomInfo, CapIQ, Crunchbase, etc

• Managed a team of 6 members for 2 Accounts
• Research, Data Analysis projects
• Providing support to client for various projects including preparing company profiles which includes financials, competitor information, key management, products or services, latest news, Macroeconomic factors, SWOT analysis
• Database and Tools used for secondary research are Hoovers, Refinitiv Eikon, Capital IQ, ZoomInfo
• Sourcing financial information from SEC 10K filings, company's quarterly results and annual report
• Research projects for companies in various sectors such as consumer goods, automobile, technology, etc.
• Worked on Ad-hoc research requests for the client with set timelines
• Guiding analysts on client related work and with review of deliverables

• Primary and Secondary Research for financial services sector
• Was a part of buyside research team and handled research leads and expansions related work for buyside companies in North American and European region
• Daily task included primary and secondary research
• Maintenance of database for buyside clients and keeping information accurate
• Worked on specific client project for Jefferies and was a part of 6-member dedicated team
• Mentored associates on various research techniques

• Providing research support to the Sales team
• Prepared syndicated and custom reports for companies under Chemicals & Materials Industry
• Primary & Secondary Research
• Focused on all the regions North America, South America, APAC, Europe, and Middle East & Africa
• Prepared reports and presentation including collaterals
• Tools used: ZoomInfo, Hoovers, linkedin for identifying leads for primary and secondary research