Preparation of the capitalization table, company financials, benchmarking, profiling, industry pages, transaction overviews, DCF valuation, report writing, newsletters (debt capital markets), company comparables, peer set identification, company research.
Prepared investment memorandums, information memorandums (IMs), teasers, and management presentations.
Streamlined workflows through automation by reducing turnaround time, and improving data accuracy.
Key stakeholder management through client calls and understanding client expectations.
Managed project allocation of 20+ people, along with end-to-end management of 3-4 analysts, to ensure successful project execution and delivery.
Trained and mentored new team members on client deliverables.
Conducted performance reviews, providing constructive feedback to improve outcomes.
Led recruitment efforts, conducted interviews, and selected top talent.
Senior Business Analyst
Evalueserve
Gurgaon
03.2019 - 03.2022
Preparation of pitch books, including valuation & operational pages, industry pages and sector pages
Creation of in depth profiles of companies, broker benchmarking, analysis of historical and estimated financial statements
Investment Banking Associate
Verity Knowledge Solutions
Hyderabad
04.2018 - 03.2019
Analysis of historical and estimated financial statements to comprehend
valuation and operational metrics
Valuation through Comparable Company Analysis, Weighted Average Cost of Capital (WACC), Discounted Cash Flow (DCF), Sum of the Parts (SOTP) and Precedent Transaction Analysis
Education
PGDM (Finance) - Finance
Institute of Management Technology
Nagpur
03-2018
Bachelor of Commerce (Accounting & Finance) - Accounting And Finance
Shri Shikshayatan College (Calcutta University)
Kolkata
05-2016
Higher Secondary - Commerce
Birla Bharati
Kolkata
03-2013
Skills
CapitalIQ
FactSet
Bloomberg
Pitchbook
MergerMarket
Dealogic
Preqin
Evaluate Pharma
Thomson Eikon & Reuters
Accomplishments
Most Valuable Player (Q4'23) - Acuity Analytics
Domain Skills
Mergers & Acquisition
Trading Comparables
Precedent Transactions
Pitch Decks
Screening/Watchlist
Discounted Cash Flow
Valuation
Company Profiling
Timeline
Delivery Lead
Acuity Analytics
03.2022 - Current
Senior Business Analyst
Evalueserve
03.2019 - 03.2022
Investment Banking Associate
Verity Knowledge Solutions
04.2018 - 03.2019
PGDM (Finance) - Finance
Institute of Management Technology
Bachelor of Commerce (Accounting & Finance) - Accounting And Finance
Assistant Director - Data Analytics at Acuity Knowledge Partners (Ex. Moody's Analytics)Assistant Director - Data Analytics at Acuity Knowledge Partners (Ex. Moody's Analytics)