Summary
Work History
Education
Skills
Timeline
Hobbies & Interest
OperationsManager
KUNAAL MUKHERJEE

KUNAAL MUKHERJEE

Finance and Economic Analyst | Delivery Lead
Bengaluru

Summary

A seasoned finance and economics professional with over a decade of hands-on experience, specializing in conducting meticulous economic research and analysis, crafting sophisticated valuation models, and delivering insightful reports that empower C-level decision-makers. Proficiency extends to a diverse array of valuation models, complemented by mastery of both primary and secondary research techniques.

In navigating the dynamic realms of finance and economics, expertise has been refined, placing particular emphasis on valuing companies within the energy and real estate sectors. Furthermore, the distinctive skill set encompasses thematic research, specialized investigations into niche industries such as fine arts, angel investing, and the fashion sector, as well as comprehensive coverage of macroeconomic trends.

Leadership is underscored by a proven track record of training and mentoring teams, fostering a collaborative environment where expertise is cultivated and excellence is achieved. By seamlessly blending strategic vision with hands-on execution, a dynamic and innovative approach to financial and economic analysis is brought to set apart in the field.

Work History

Delivery Lead - Macroeconomics

Acuity Knowledge Partners
Bangalore
09.2022 - Current
  • Co-led efforts in establishing a macro-economic team involved in write-ups for one of largest credit rating agencies.
  • Produced macro-economic reports for over 100 U.S. metro areas.
  • Involved in the analysis of multiple economic variables such as job data, unemployment numbers, real estate trends, etc.
  • Reviewed forecasted data to ascertain the near-term and long-term themes for particular sectors.
  • Appended internal data with outputs from secondary research to provide clarity on economic cycles.
  • Acted as sub-editor of economic write-ups by team

Team Lead - Closely Held Business Valuations

JP Morgan Chase & Co
Bangalore
08.2013 - 09.2022
  • Created and/or updated over 160 valuation models that use Discounted Cash Flow Method, Guideline Public Company method, Guideline Precedent Transaction Method, and Asset-Based Approach.
  • Prepared detailed industry reviews with expertise in major industries such as crude oil, natural gas, Coal, the U.S. real estate, along with specific niche industries such as women's & children's apparel, fine arts, angel investors, which support the assumptions in building the valuation model.
  • Coordinated with economists in efforts to analyze monetary policies (of developed economies) and refine industry reviews.
  • Prepared valuation reports with Fair Market Value (FMV) of privately held companies, held in portfolios of High Net-worth Individual (HNI)/Ultra HNI clients (UHNI).
  • Trained and mentored employees to perform better valuation models by performing quality checks.
  • Performed quality checks on valuation models.

Senior Associate - 401K Secialist

Fidelity Business India Pvt. Ltd
Bangalore
05.2011 - 08.2013
  • Corrected the closing Net Asset Value (NAV) of the underlying funds of 401K accounts as of the date of incorrect transaction.

Education

Executive Program - Data Science

International Institute of Information Technology
Bangalore
09.2023 - Current

Master of Science - Data Science

Liverpool John Moores University
United Kingdom
09.2023 - Current

Master of Arts - Economics

Jain University
India
06.2021 - 10.2023

Chartered Economist - Applied Economics

American Academy of Financial Management
India Chapter
10.2023 - Current

Financial Modelling And Valuation Analyst (FMVA)® - Financial Modelling

Corporate Finance Institute
Online
04.2001 -

Python Basics Certification - Python

Programming Hub
Online

CFA Level 1 Passed -

CFA Institute
04.2001 -

BBA - Marketing

New Horizon College
Bangalore
06.2008 - 05.2011

Skills

    Stakeholder Management

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Timeline

Chartered Economist - Applied Economics

American Academy of Financial Management
10.2023 - Current

Executive Program - Data Science

International Institute of Information Technology
09.2023 - Current

Master of Science - Data Science

Liverpool John Moores University
09.2023 - Current

Delivery Lead - Macroeconomics

Acuity Knowledge Partners
09.2022 - Current

Master of Arts - Economics

Jain University
06.2021 - 10.2023

Team Lead - Closely Held Business Valuations

JP Morgan Chase & Co
08.2013 - 09.2022

Senior Associate - 401K Secialist

Fidelity Business India Pvt. Ltd
05.2011 - 08.2013

BBA - Marketing

New Horizon College
06.2008 - 05.2011

Financial Modelling And Valuation Analyst (FMVA)® - Financial Modelling

Corporate Finance Institute
04.2001 -

CFA Level 1 Passed -

CFA Institute
04.2001 -

Python Basics Certification - Python

Programming Hub

Hobbies & Interest

  • Music Composition
  • Cooking
  • Reading books
KUNAAL MUKHERJEEFinance and Economic Analyst | Delivery Lead