KARAN SRIVASTAVA
Navi Mumbai
Summary
Highly analytical and results-oriented analyst with a thirst for learning and a desire to contribute meaningfully to organizational growth. Experienced in utilizing Excel and SQL to map companies, analyze financial data, and synthesize insights for clients. Eager to leverage analytical skills, curiosity, communication, and problem-solving abilities to tackle complex challenges. Passionate about contributing to high-impact research projects and delivering meaningful findings that drive informed decision-making. Seeking a platform to develop my professional expertise and shape a successful career.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Data Research Analyst
Morningstar India Pvt. Ltd.
Navi Mumbai
01.2023 - Current
- Researched corporate actions for private companies across various sectors, leveraging databases like Pitchbook and GLEIF.
- Authored a comprehensive SPEC document outlining the corporate action process, detailing requirements, workflows, and system interactions to facilitate automation.
- Engaged in cross-functional collaboration with the technology team to ensure seamless execution of automation initiatives, aligning business needs with technical capabilities.
- Crafted standard operating procedures for ESG equivalence subsidiary companies, ensuring quality and accuracy of data provided to Sustainalytics with 100 percent accuracy.
- Engaged with Sustainalytics clients, addressing needs, inquiries, and fostering strong relationships. Trained new employees, resolved data discrepancies, and streamlined workflows.
- Presented clear and concise research findings through tailored reports, ensuring actionable insights for client decision-making.
- Ensured the quality and accuracy of data of the entity master and security master by updating corporate action and securities mapping.
Management Trainee
Aavas Financiers Ltd
Dehradun
04.2022 - 09.2022
- Evaluated loan applicants' financial standing by examining essential indicators
- Acquired knowledge across multiple areas such as credit assessment, sales strategies, legal requirements and technical functionalities related to housing loans
- Closely monitored market trends and competitor activity, identifying growth opportunities and money-making trends
Industry Readiness Program - Capital Market
National Stock Exchange
India
07.2021 - 08.2021
- Analyzed various companies' stock through fundamental and technical methods.
- Applied financial analysis to anticipate potential business, industry and economic developments for strategic investments
Data Analyst
Shoolini University
Solan
06.2021 - 08.2021
- Manage and document data for a large student population utilizing advanced excel.
Junior Executive
Shriram Transport Finance Co. Ltd
Etawah
05.2019 - 06.2020
- Prepared daily cash books and documented records for auditing
- Managed full cycle of commercial vehicle loans starting from application processing to disbursal
- Prepared and maintained sales executives' MIS to track target progress.
- Managed various credit operations efficiently
Education
MBA - Finance and Marketing
Shoolini University
Solan, Himachal Pradesh04-2022
B. Com -
CSJM University
04-2018
Skills
Financial products, Fixed income, corporate action, SQL, Power BI, Data cleaning, Excel, Word, Jira, PowerPoint, Tableau, ESG, Data research, Jupiter notebooks, Data Research, Data cleaning, Data Management, Data Visualization
Certification
- CFI Education (Certification in Investment Banking and Research) | 2023
- CFI Education ( Certificate in Financial Modeling and Valuation) | 2023
- Shine Projects (Certification in Financial Markets) | 2021
- Shine Projects (Certification in Advanced Macro Economics & Mutual Funds Module) | 2021
Accomplishments
- Spot award at Morningstar for meaningful contributions to the team.
- Certification of Merit at Shoolini University for securing first position in "Selling skills".
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Affiliations
Title: Financial Model of Meta (Technology Sector) and Alphabet (Google).
Synopsis: Forecasted the company’s financial statement and calculated the debt schedule. Learning Outcomes:
- Projected the financial statements with schedules and assumptions drivers
- Understanding 10K, 10Q and Design Financial Model for a company by analyzing Historical Financial statements
- Designed the Relative Valuation model with switches, output sheet and valuation sheets
- Use of Relative & Transaction comps.
- Calculated the intrinsic value of the company using DCF
- Performed analysis of debt & equity to calculate WACC; calculated dilutedshares outstanding
- How to use transaction Assumption, Calculation of outstanding Shares.
- Calculate the effect of Dilutive securities.
- Sensitivity Analysis & Contribution Analysis.
- Analysis of Different Multiples
- Equity Value Calculation in DCF Model.
Title: Discounted Cash Flow Valuation of Meta (Technology sector) and Alphabet (Google).• Forecasted the future cash flow of firm
• Calculated the Discount rate by using WACC
• Forecasted the terminal value by using the two methods perpetual method and exit multiple method.
• Calculated the present value of Future cash flow or Terminal value.
• Derived intrinsic value or fundamental value of share price.
Timeline
Data Research Analyst
Morningstar India Pvt. Ltd.
01.2023 - Current
Management Trainee
Aavas Financiers Ltd
04.2022 - 09.2022
Industry Readiness Program - Capital Market
National Stock Exchange
07.2021 - 08.2021
Data Analyst
Shoolini University
06.2021 - 08.2021
Junior Executive
Shriram Transport Finance Co. Ltd
05.2019 - 06.2020
MBA - Finance and Marketing
Shoolini University
B. Com -
CSJM University
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