Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

CHIRAG JAIN

Noida

Summary

A detail-oriented Financial Analyst with experience in financial analysis, model development, and valuation integration. Strong expertise in analyzing data, developing streamlined financial models, and utilizing financial data platforms for research and reporting. Proven ability to support strategic decision-making and improve operational efficiency.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Analyst

Daloopa Pvt Ltd.
Noida
05.2023 - Current
  • Performed comprehensive financial analysis identifying key metrics and trends to deliver actionable insights
  • Developed a one-sheet financial model with 100% accuracy, enabling seamless review for all stakeholders
  • Integrated Morgan Stanley's valuation frameworks with internal models, reducing development time by 80%
  • Collaborated with cross-functional teams to provide insights from company conference calls for market strategy
  • Extensive use of financial data platforms such as Capital IQ, BamSEC, and AlphaSense.

Equity Research Intern

Equivaluesesearch
03.2023 - 05.2023
  • Prepared detailed internal research reports on top-performing companies to support decision-making
  • Assisted in fundamental analysis and generated investment recommendations for portfolio strategy
  • Conducted data collection from sector filings and company conference calls for market research
  • Analyzed E&P companies through primary research, assessing financial performance and industry trends.

Education

B.Com -

Dyal Singh Evening College, University of Delhi
New Delhi, Delhi
05.2022

XII (CBSE) -

Kids Corner Happy Sr. Sec. School
Firozabad, Uttar Pradesh
06.2019

X (CBSE) -

Kids Corner Happy Sr. Sec. School
Firozabad, Uttar Pradesh
06.2017

Skills

  • Financial Analysis & Reporting
  • Financial Model Development
  • Macroeconomic Analysis
  • Financial Statement Analysis
  • Valuation Model Integration
  • Data Analytics & SQL
  • Proficient in Capital IQ, BamSEC, and AlphaSense
  • Microsoft Office Suite: Power BI and Excel

Certification

  • [CFA] Level 2, August 2024 Candidate
  • [CFA] Level 1, Passed in 01/01/23 | 90th percentile
  • [FMVA], 02/01/23, The Valuation School
  • [Stock Market & Personal Finance], 02/01/23, Unschool
  • [Advanced MS Excel], 07/01/22, VLOOKUP, HLOOKUP, Pivot Table, Regression Analysis, Udemy
  • [SQL], 12/01/22, Simplilearn
  • [Power BI Visualization Tool], 12/01/22, Pavan Lalwani Classes
  • [Financial Statement Analysis], 07/01/22, Udemy

Timeline

Financial Analyst

Daloopa Pvt Ltd.
05.2023 - Current

Equity Research Intern

Equivaluesesearch
03.2023 - 05.2023
  • [CFA] Level 2, August 2024 Candidate
  • [CFA] Level 1, Passed in 01/01/23 | 90th percentile
  • [FMVA], 02/01/23, The Valuation School
  • [Stock Market & Personal Finance], 02/01/23, Unschool
  • [Advanced MS Excel], 07/01/22, VLOOKUP, HLOOKUP, Pivot Table, Regression Analysis, Udemy
  • [SQL], 12/01/22, Simplilearn
  • [Power BI Visualization Tool], 12/01/22, Pavan Lalwani Classes
  • [Financial Statement Analysis], 07/01/22, Udemy

B.Com -

Dyal Singh Evening College, University of Delhi

XII (CBSE) -

Kids Corner Happy Sr. Sec. School

X (CBSE) -

Kids Corner Happy Sr. Sec. School
CHIRAG JAIN