Harshit Pandya 12/08/1988
Financial Research Analyst, ESG Ratings Analyst
Summary
Forward-thinking Operations Specialist bringing 10 years of expertise for BFSI sector businesses. Cultivates rapport with individuals to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies. Proficient in Financial Research and Analytics, and ESG Ratings. Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
11
11
years of professional experience
4
4
years of post-secondary education
1
1
Language
Work History
Team Lead
Integreon Managed Solutions
01.2020 - Current
- Closely working with the client that provides Environmental, Social and Governance (ESG) Ratings
- Understanding the details of the methodology and Key Issues involved within the ESG space
- Analyze the companies on the ESG themes and write the profiles
SPECIALIST
01.2017 - 01.2020
- Integreon Managed Solutions
- Manage and provide training to the new joiners and scale them to the required expectations
- Quality Checking the deliverables and provide necessary feedback to the team members on a regular basis
- Follow up with the client on a regular interval and maintain regular workflow basis on the priority
- Support team members by guiding them to connecting the dots and meeting the end needs of the client
SR. RESEARCH ANALYST
Integreon Managed Solutions
01.2014 - 01.2017
- Prepare pitch book presentations
- Screenings for M&As, transactions comparable, financial analysis and provide best potential target/buyers companies
- Delivering competitive intelligence by providing the insights and enabling informed decision making
- Working on MS Office as well as databases such as Capital IQ, Bloomberg, Thomson, Factset, MergerMarket, Dun & Bradstreet (Avention), NexisLexis, Fitch, Forrester, and Statista
- Company Research includes conducting analysis of business models, services, revenue model, strategy, issues or challenges, M&A history, competitive positioning, organization structure, key management, recent developments, SWOT analysis, PESTLE, outlook for companies and others
- Sectoral Research includes analysis of value chain, key stakeholders in an industry, competitive scenario, market demand and supply, regulations, drivers, trends, key players and outlook
ASSISTANT MANAGER
Capri Global Capital Ltd
01.2013 - 01.2014
- Meeting & Understanding the requirements of Indian MSME
- Providing assistance to MSME machinery loan requirements & term loans
- Understanding the financial needs of the customer
- Analyzing the P/L statements & Balance Sheet of the customers applying for loan
- Assessment of credit valuation of the customer
- Evaluate the loan amount eligibility of the customer
- Preparation of MIS
- Checking the creditability of the customers
- Meeting customer after they apply for loan for personal discussion
- Understanding the utilization of funds that would be deployed in business by the customer
JUNIOR RESEARCH ANALYST
Equentis Capital Pvt. Ltd
01.2010 - 01.2011
- Analyzing & forecasting the prices of the companies using valuations method
- Identifying the sector which have sound potential growth and analyzing the positives & negatives of the sector
- Selecting the company from the particular sector which had sound fundamentals & good financial position
- Asking questions & attend meetings with the management of the companies
- Preparing research report & send it to the clients of the company
- Advisory to clients for their respective investments
- Preparing various investments models for short, medium & long term
- Trading in fundamentally sound companies with a technical perspective
ASSOCIATE – TCS Ltd
01.2009 - 01.2010
- Content Analysis
- Review data & identification of data
- Sending the tax transcript for verification
- Perform quality checks
- Preparing teams MIS
Education
MBA - FINANCE
Mumbai Educational Trust
01.2011 - 04.2013
Com - undefined
TYB, KC College, Mumbai University
01.2008 - 04.2009
Skills
ESG Ratings, Investment Research, M&A Analysis, Credit Underwriting, Financial Analysisundefined
Timeline
Team Lead
Integreon Managed Solutions
01.2020 - Current
SPECIALIST
01.2017 - 01.2020
SR. RESEARCH ANALYST
Integreon Managed Solutions
01.2014 - 01.2017
ASSISTANT MANAGER
Capri Global Capital Ltd
01.2013 - 01.2014
MBA - FINANCE
Mumbai Educational Trust
01.2011 - 04.2013
JUNIOR RESEARCH ANALYST
Equentis Capital Pvt. Ltd
01.2010 - 01.2011
ASSOCIATE – TCS Ltd
01.2009 - 01.2010
Com - undefined
TYB, KC College, Mumbai University
01.2008 - 04.2009
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