Kapil Kataria
Research and Investment Services Analyst
Pune
Summary
Experienced financial professional skilled in creating financial models, valuation analysis and preparing deal marketing materials
Overview
2
2
years of professional experience
1
1
Certification
Work History
Research and Investment Services Analyst
TresVista
11.2022 - Current
- Work with the front-end European Fintech M&A team of a US-based mid-market Investment bank, assisting them with various deal and business development-related activities
- Preparing deal marketing materials, including pitch decks, confidential information memorandum (CIM), and discussion materials
- Creating private company's financial models
- Practical experience in valuation analysis, using various methods such as regression analysis, the football field approach, and analyzing public comparable companies and precedent transactions
- Assisted end-to-end in the execution of a $5 billion+ European transaction, one of the largest European Fintech deals in recent times
- Extensively using databases such as S&P Capital-IQ, Merger-market, Unquote and Pitchbook for research and analysis
- Training two newly onboarded Analysts to prepare them for on-the-job responsibilities
Junior Associate
South Indian Bank
08.2021 - 03.2022
- Managing day-to-day banking operations in a branch with deposits exceeding Rs1,000 crores, overseeing client relations, and actively contributing to business development initiatives
Trading (Equity and F&O) and Investment (Internship)
Prabhudas Lilladher
12.2020 - 01.2021
- Trading in equities and derivative instruments on behalf of clients
- Tracking market movements and company earnings release
Education
Bachelor of Commerce - Accounting And Finance
Panjab University
Chandigarh, India 04.2001 -
National Certified Capital Market Professional - Equity Research
NSE
Mumbai 04.2001 -
High School Diploma -
DAV Public School
Jind, India 04.2001 -
Skills
Research expertise
MS Excel
MS PowerPoint
Financial Modeling
Attention to details
Certification
CFA Level 1 Cleared
Accomplishments
- Achieved an average of 4.9 out of 5 rating over the past twelve months
- Managing a time sensitive client
Timeline
CFA Level 1 Cleared
05-2024
Research and Investment Services Analyst
TresVista
11.2022 - Current
Junior Associate
South Indian Bank
08.2021 - 03.2022
Trading (Equity and F&O) and Investment (Internship)
Prabhudas Lilladher
12.2020 - 01.2021
Bachelor of Commerce - Accounting And Finance
Panjab University
04.2001 -
National Certified Capital Market Professional - Equity Research
NSE
04.2001 -
High School Diploma -
DAV Public School
04.2001 -