MEGHA JAIN
Krishna Nagar
Summary
Experienced Investment Banking Associate with
with a demonstrated history of working in valuation and research field. Skilled in strategy & business research providing industry / company / consumer / competitive insights, partnering with leadership in driving opportunities, and programs
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate
Acuity Knowledge Partners
03.2021 - Current
- Responsible for analyzing, organizing, and generating insightful and structured output for projects ranging from company profiles, industry overviews, market deep dives and industry primers, investment memos, SWOT and PESTLE analysis trading and transaction comparable analysis, M&A case studies, competitive benchmarking, acquisition target analysis and buyer’s and target lists
- Provided analysis on projects including market analysis, company reports, ad-hoc requests, financial analysis, and opportunity assessments through in-depth secondary research
- Maintaining earnings database and updating financials, target price, same store sales for Consumer & Retail sector
- Possesses knowledge of working on databases such as FactSet, PitchBook, Capital IQ, Factiva, and Edgar
- Transitioned from working on projects independently to executing multiple projects with 2-3 colleagues
- Supported several US-based investment banks, private equity, financial consulting firms, and corporate firms covering various sectors including Consumer Products, Retail, Healthcare & Lifesciences, Infrastructure, and Technology
- Successful completion of entire value chain of project management including initial scoping, execution, quality checks, delivery, and feedback management, with proven project management skills
- Trained and mentored new members of the team on various work types
- Ensuring high quality work delivery within appropriate time scales and adhering to pre-defined methodologies
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties
Finance Associate
Easy to Pitch Private Ltd
11.2020 - Current
- Conducting research on client, competitors, industry and capital markets through different databases, including market multiples, comparable ratios, CAGR, and credit spreads
- Gathering pertinent data obtained through client interaction
- Projecting financial statements based on assumption and forecast with the help of advanced excel and historical data
- Formulating a customized 5- years financial statements projection and valuation in Excel using DCF and relative valuation methods
Management Trainee
Idemia, Private Ltd
08.2020 - 10.2020
Intelligrape Software Pvt. Ltd
06.2019 - 07.2019
Customer Service and Operations Analyst
Royal Bank of Scotland
06.2018 - 08.2018
- Reviewing documents collected from customers and validating tax residency of the customer
- Reporting and validating indicia on tax payability of the customer and send for further process.
Assistant Accountant
Parasnath Impex, Private Ltd
08.2017 - 10.2017
- Provided administrative and clerical support to accounting managers in the preparation of financial statements, budgets and invoices in order to maintain the finances of the organization
- Oversaw the preparation of accounts payable, accounts receivable, bills, and other financial documents
- Maintained accurate and complete documentation to facilitate accounting and filing functions
- Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments
Education
MBA - Finance
Indraprastha University
Delhi07.2020
B.A. - Programme
Shyamlal College(E)
Delhi07.2017
XIIth - Commerce
Arwachin Bharti Bhawan Sr Sec School
Delhi05.2014
Xth -
Arwachin Bharti Bhawan Sr Sec School
05.2012
Skills
- Proficient in MS Office tools and Web Search tools
- Strong Understanding of Indian Economic Structure
- Good Accounting as well as Managerial Skills
- Strong understanding of Financial models
- Proficient in formulating business strategies
Certification
Advanced Excel
MS Office
Financial Modeling
Digital Marketing
High Aptitude
Additional Information
- Awarded for poetry writing competition in 3rd Year Abhivyanjana. Awarded for calligraphy and slogan writing in 1st year in Abhivyanjana. Stood 2nd position in quiz mania in cultural fest in Abhivyanjana.
Timeline
Associate
Acuity Knowledge Partners
03.2021 - Current
Finance Associate
Easy to Pitch Private Ltd
11.2020 - Current
Management Trainee
Idemia, Private Ltd
08.2020 - 10.2020
Intelligrape Software Pvt. Ltd
06.2019 - 07.2019
Customer Service and Operations Analyst
Royal Bank of Scotland
06.2018 - 08.2018
Assistant Accountant
Parasnath Impex, Private Ltd
08.2017 - 10.2017
MBA - Finance
Indraprastha University
B.A. - Programme
Shyamlal College(E)
XIIth - Commerce
Arwachin Bharti Bhawan Sr Sec School
Xth -
Arwachin Bharti Bhawan Sr Sec School
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