Summary
Overview
Work History
Education
Accomplishments
Interests
Positions of Responsibility
Timeline
BusinessAnalyst

Gokul Handa

Investment Analyst
New Delhi,DL

Summary

Inquisitive personality with over 3 years of successful experience in financial services. Eager to contribute to team success through hard work, attention to detail and critical thinking. Motivated to learn, grow and excel in business evaluation.

Overview

5
5
years of post-secondary education
3
3
years of professional experience

Work History

Investment Analyst

Dalmia Group Holdings
New Delhi, Delhi
09.2019 - Current

1. Evaluating investment opportunities in private equity, structured debt and public markets. Some investments/opportunities I have worked on include:

  • Evaluated and invested in a private asset management firm founded in 2017 with an AUM of ~$3 billion. Undertook sector research and financial modelling to judge attractiveness of the valuation and future prospects.
  • Studied in-depth the Indian logistics market to assess an intra-city truck aggregator raising money for expansion
  • Evaluated and invested in an e-pharmacy startup as part of its Series D raise
  • Evaluated and invested in a general insurance startup backed by a Canada-based insurance group
  • Evaluated and invested in an MSME-focused NBFC with ~$500 million in AUM as part of its rights issue
  • Evaluated a secondary structured debt transaction to invest in an MSME-focused fin-tech lender
  • Worked on exiting a debt investment in a stressed airport operator as part of a secondary sale to a competitor
  • Evaluated an alcoholic beverage brand as part of its Series C raise
  • Evaluated a publicly-listed stressed bank to assess investing in its follow-on public offer

2. Periodically tracking portfolio investments to assess qualitative and quantitative performance

Analyst

BlackRock
Gurgaon, Haryana
05.2018 - 08.2019

1. Reporting, understanding and ensuring the accuracy of analytics on our fixed income, equity and alternatives products to help our clients and portfolio managers understand their portfolio exposures, strategy, risk and return attribution

2. Understand client objectives, trading strategies and market events to effectively respond to client requests by monitoring daily trading activity

Audit Assistant

Deloitte & Touche AERS India
Gurgaon, New Delhi
08.2017 - 03.2018

1. Responsible for auditing client financials, transactions and internal control processes.

2. Performing a variety of assurance and testing work for a portfolio of diversified clients in the technology, media and telecom sectors

Education

Bachelor's in Commerce (Honors) - Business Management, Finance & Accounting

Shri Ram College Of Commerce
Delhi
06.2014 - 05.2017

Senior Secondary - Commerce & Maths

The Heritage School
Delhi
04.2012 - 03.2014

Accomplishments

  • Passed the CFA Level 2 Exam
  • Passed the FRM Part 1 Exam
  • Successfully completed ‘Technical Analysis’ module, ‘Fundamental Analysis’ module and ‘Investment (2016)
    Analysis & Portfolio Management’ module under NSE’s Certification in Financial Markets
  • Secured first place in the National Commerce Olympiad in The Heritage School, Rohini

Interests

I play the guitar as a hobby

Routinely perform card magic for pleasure

I like to run (not as much as Forrest Gump though)

Positions of Responsibility

Joint Secretary, Finance & Investment Cell, SRCC

  • Conducted workshops and training sessions to build the financial knowledge and acumen of members.
  • Hosted the Annual Business Summit of FIC SRCC, ‘Episteme 2016’ with competitive programs to allow students to display their skills in fundamental analysis, stock market trading and equity valuation.

Senior Member, Catharsis, SRCC

  • Part of a group of 15-20 instrumentalists and vocalists that collaborated to create performances for inter-college competitions, live gigs and our annual college concert 'The Playlist'

Timeline

Investment Analyst

Dalmia Group Holdings
09.2019 - Current

Analyst

BlackRock
05.2018 - 08.2019

Audit Assistant

Deloitte & Touche AERS India
08.2017 - 03.2018

Bachelor's in Commerce (Honors) - Business Management, Finance & Accounting

Shri Ram College Of Commerce
06.2014 - 05.2017

Senior Secondary - Commerce & Maths

The Heritage School
04.2012 - 03.2014
Gokul HandaInvestment Analyst