Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Bhavya Trivedi

Bhavya Trivedi

Investment Banking Analyst, TMT
Vadodara,India

Summary

Work collaboratively with team members from different disciplines to coordinate investment deals, optimizing investment types, sourcing funding and meeting client objectives. Results-driven Investment Banking Analyst bringing 2+ years of success in financial services. Astute, organized and methodical with articulate communication style and personable nature.

Overview

3
3
years of professional experience
10
10
years of post-secondary education
4
4
Certificates
3
3
Languages

Work History

Investment Banking Analyst, TMT

Cadre Advisory
Remote
06.2021 - Current
  • Conducted thorough market Research for Secondaries and Private Market operations
  • Pre-IPO market - sell side (Sourced client - $2mn deal)
  • Worked on 7+ sell side deals each worth $5mn
  • Organized due diligence, financial modeling, valuation, and smooth pitch for clients
  • Blockchain, DeFi, Food Tech, EdTech, MarTech, etc.

Financial Consultant

Dixit Healthcare
Ahmedabad, GJ
01.2021 - 05.2021
  • Conducted operational audit of public hospital
  • Performed financial due diligence of 20+ departments
  • Found financial gaps and established roadmap to increase cashflows
  • Suggested corrective actions for 18 departments to improve overall financial health
  • Increased financial control through information system automation, smooth data flow and additional data capture points

Auditor

Talati & Talati Chartered Accountants
Vadodara, GJ
08.2015 - 08.2017
  • Led internal Financial Controls reporting and Audit for listed entities
  • Conducted concurrent bank audit and led statutory audit with monthly deliverables
  • Due diligence and project finance for bank credit Financial modeling for corporate clients

Education

Master of Science - Corporate Finance &Banking, Financial Intermediation

EDHEC Business School
Nice, France
09.2019 - 12.2020

Master of Commerce - Accounting and Financial Management

Maharaja SayajiRao University
Vadodara, GJ
06.2017 - 04.2019

Professional Course - Chartered Accountancy

ICAI
India
05.2014 - 05.2018

Bachelor of Commerce - Business Economics

Maharaja SayajiRao University
Vadodara, GJ
06.2014 - 04.2017

Skills

    Advanced financial analysis

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Certification

Bloomberg Capital Market Concepts

Timeline

Investment Banking Analyst, TMT

Cadre Advisory
06.2021 - Current

Financial Consultant

Dixit Healthcare
01.2021 - 05.2021

Startup valuation Methods

05-2020

Financing for startups

05-2020

Financing and Investing in infrastructure

04-2020

Bloomberg Capital Market Concepts

12-2019

Master of Science - Corporate Finance &Banking, Financial Intermediation

EDHEC Business School
09.2019 - 12.2020

Master of Commerce - Accounting and Financial Management

Maharaja SayajiRao University
06.2017 - 04.2019

Auditor

Talati & Talati Chartered Accountants
08.2015 - 08.2017

Bachelor of Commerce - Business Economics

Maharaja SayajiRao University
06.2014 - 04.2017

Professional Course - Chartered Accountancy

ICAI
05.2014 - 05.2018

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Bhavya TrivediInvestment Banking Analyst, TMT