Kartikeya Aggarwal
New Delhi
Summary
A hardworking individual with good analytical skills, and an ability to visualise big data using Excel. Possessing a reasonable foundation in Financial Analysis having cleared CFA Level 1, I am eager to demonstrate my commitment to the financial industry.
Overview
1
1
year of professional experience
Work History
Financial Analyst
Indoeuropeans Private Limited
Noida
02.2024 - Current
- Assisted in the budgeting process for an upcoming project by providing detailed revenue and expense forecasts, using Excel.
- This involved identification of the key cost drivers for the company, factoring in all the potential operations to be carried out.
- Identification of profit centers for the project and scaling the budget for expansion in Indian and Global markets.
PRIVATE EQUITY ANALYST, 12/2023 - 01/24
AQT Direct Limited, Noida, India
- Provided support to portfolio companies in developing strategies that will increase their value over time.
- Responsible for making Pitch Decks for upcoming additions to portfolio companies for presentation to investors.
- Provided training to the sales team in order to help them curb technical jargons and be up to date with new market information.
Education
CFA Level 1 Cleared -
CFA Institute
01-2024
Bachelor of Commerce - Finance
Maharaja Agrasen Institute of Management Studies
New Delhi, India07-2023
12th - Commerce With Maths
Delhi Public School Vasant Kunj
New Delhi, India04-2019
10th -
Delhi Public School Vasant Kunj
New Delhi, India04-2017
Skills
- Investment Analysis
- Financial Modeling
- GAAP principles expertise
- Data Analysis
- Statistical Analysis
- Portfolio Management
- MS Excel
- Problem Solving
Timeline
Financial Analyst
Indoeuropeans Private Limited
02.2024 - Current
CFA Level 1 Cleared -
CFA Institute
Bachelor of Commerce - Finance
Maharaja Agrasen Institute of Management Studies
12th - Commerce With Maths
Delhi Public School Vasant Kunj
10th -
Delhi Public School Vasant Kunj
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