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
2021.06 - 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
2021.01 - 2021.05
- 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
2015.08 - 2017.08
- 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 2019.09 - 2020.12
Master of Commerce - Accounting and Financial Management
Maharaja SayajiRao University
Vadodara, GJ 2017.06 - 2019.04
Professional Course - Chartered Accountancy
ICAI
India 2014.05 - 2018.05
Bachelor of Commerce - Business Economics
Maharaja SayajiRao University
Vadodara, GJ 2014.06 - 2017.04
Skills
Advanced financial analysis
GAAP and statutory reporting
Financial modeling
Market research and analysis
Strategic financial planning
Pitching stories
Certification
Bloomberg Capital Market Concepts
Timeline
Investment Banking Analyst, TMT
Cadre Advisory
2021.06 - Current
Financial Consultant
Dixit Healthcare
2021.01 - 2021.05
Startup valuation Methods
2020-05
Financing for startups
2020-05
Financing and Investing in infrastructure
2020-04
Bloomberg Capital Market Concepts
2019-12
Master of Science - Corporate Finance &Banking, Financial Intermediation
EDHEC Business School
2019.09 - 2020.12
Master of Commerce - Accounting and Financial Management
Maharaja SayajiRao University
2017.06 - 2019.04
Auditor
Talati & Talati Chartered Accountants
2015.08 - 2017.08
Bachelor of Commerce - Business Economics
Maharaja SayajiRao University
2014.06 - 2017.04
Professional Course - Chartered Accountancy
ICAI
2014.05 - 2018.05