Badal Wadhwani
INVESTMENT RESEARCH PROFESSIONAL
Bangalore
Summary
Experienced analyst prepared for this role with strong focus on data interpretation, financial research, and strategic planning. Known for collaboration and delivering results, adaptable to changing needs, and reliable. Skilled in data visualization, problem-solving, and stakeholder communication. Employers value analytical mindset, teamwork, and consistent performance.
Overview
5
5
years of professional experience
3
3
Certifications
Work History
Associate
TresVista Analytics LLP
01.2025 - Current
Investment Banking Associate
Acuity Knowledge Partners
12.2020 - 01.2025
- Understanding client requirement, scope projects, managing end-to-end execution and delivery (work allocation, research, analysis, quality control, delivery)
- Works on preparation of pitch books, Market Research, Credit Ratings, PIBs, Target Screening, Industry Case Studies, Mergers & Acquisitions (M&A) Newsletters etc.
- Proficiency with Databases - CapitalIQ, S&P, Refinitiv, LCDComps, FactSet, Mergermarket, Factiva, Debtwire, Dealogic, Preqin etc.
- Translating client objectives into clear deliverables with associated priorities and constraints
- Conducting secondary research (databases, statistics and ministry/ industry/ association websites), as well as, general research (company websites, SEC Filings, research reports, press releases etc).
- Macro-economic and industry overviews with experience working across various sectors including Real Estate, ECM, DCM, FIG, Leveraged finance etc.
- Assisted in preparation of CIMs, and other company focused discussion documents for investor meetings
- Monitored market trends and news to identify emerging opportunities
- Other activities include structuring deliverables / teams & developing new capabilities / new research products
Intern
Bajaj Finance Ltd.
08.2020 - 11.2020
- The main objective of my SIP was to gather a clear understanding how the BBPS functions and to leverage it to scale up the Bajaj 3in1 ecosystem app
- Explained various financing options as well as new schemes that were offered by the company on consumer durable products.
- The consumer preferences were understood in order to know the effectiveness of financial option provided by Bajaj Finance Ltd.
- Convinced cash customers for finance options offered by company as well as acknowledged them of various customized flexible loan products available at Bajaj Finance.
Education
PGDM/MBA - Finance
Birla Institute of Management Technology
Greater Noida, India 06.2019 - 03.2021
B.Com - Commerce
PGDAV College - Delhi University
Delhi, India 04.2015 - 05.2018
Skills
Skilled in using MS Office tools
Excel proficiency
Microsoft PowerPoint
Qualitative and quantitative research expertise
Secondary Research
Industry Research
Data interpretation expertise
Meticulous attention to detail
Strong work ethic
Certification
The Complete Investment Banking Course (Udemy)
Accomplishments
- Secured All-India 3rd Position in Eon Challenge Season 3 (2020) organized by Bajaj Finance Ltd.
- Executive member of Eco Chamber Club of BIMTECH.
- Achieved NCC 'C' Certificate by the Ministry of Defence (2018).
Disclaimer
I hereby declare that all the information provided by me is best to my knowledge & genuine.
Timeline
Associate
TresVista Analytics LLP
01.2025 - Current
Investment Banking Associate
Acuity Knowledge Partners
12.2020 - 01.2025
Intern
Bajaj Finance Ltd.
08.2020 - 11.2020
PGDM/MBA - Finance
Birla Institute of Management Technology
06.2019 - 03.2021
B.Com - Commerce
PGDAV College - Delhi University
04.2015 - 05.2018