Summary
Overview
Work History
Education
Skills
Certification
Projects
Timeline
Generic

MOHAMMAD ADEEB

Lucknow

Summary

A detail-oriented Financial Analyst with a robust background in Investment Operations, Financial Modeling, Valuation and comprehensive Financial Analysis. With expertise spanning Valuation, Portfolio Accounting, and Equity Research, I bring a strategic approach to Financial Management. Strong foundation in Ratio Analysis, Capital Budgeting techniques (NPV, IRR, DCF), and reporting across Private and Public investment portfolios. Adept at ensuring accuracy, compliance, and data-backed insights to support strategic decision-making.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Investment Banking Associate

Incedo
Gurgaon
03.2024 - Current
  • Monitored and prepared monthly performance reports for diverse portfolios across Hedge Funds, PE, VC, and Mutual Funds, serving institutional and private clients. Ensured accurate and timely delivery, supporting client decision-making and compliance requirements.
  • Handling complex financial analysis by performing precise Net Asset Value (NAV) calculations, performing comprehensive reconciliations, and ensuring timely and accurate reporting.
  • Delivered end-to-end investment management to coordinate capital calls and fund distributions, ensuring accuracy, timeliness, and alignment with investor agreements and fund timelines.
  • Performed daily cash reconciliations and accurately maintained trade records for futures and options portfolios.

Equity Research Intern

Finance Veda
Delhi
11.2023 - 01.2024
  • Built complex DCF financial models using NPV, IRR, and PI techniques to evaluate investment opportunities, assess financial feasibility, and support strategic business decisions.
  • Conducted in-depth financial ratio analysis (ROE, ROA, current ratio, quick ratio, asset turnover, leverage ratios) across various industries to evaluate company health, benchmark performance, and identify investment opportunities.
  • Created in-depth equity research reports with 5-year financial projections based on 10-Q, 10-K, and 8-K filings; calculated share price using Gordon Growth Model and Exit Multiple method, supported by sensitivity analysis for investment decision-making.
  • Researched macroeconomic trends in the energy sector (e.g., oil prices, supply-demand dynamics, geopolitical risks) and identified investment opportunities using advanced stock screening tools.

Accounting Intern

Ultimate Colonizers
Lucknow
08.2020 - 02.2021
  • Maintained daily records of cash and bank transactions for a real estate firm, ensuring real-time tracking and financial accuracy; managed and reconciled EMI schedules with timely posting and attention to payment compliance.
  • Proficiently used Tally ERP to process and record bank transactions for 30+ clients; transitioned bookkeeping systems to Tally ERP, enhancing accuracy, efficiency, and financial reporting consistency.
  • Collaborated with auditors during statutory audits, providing required documentation and explanations. Ensured compliance with applicable IAS standards and internal controls across all financial processes.

Education

Post-Graduate Certificate - Financial Analysis

Imarticus Learning
New Delhi
05-2023

Bachelors of Commerce -

University of Lucknow
Lucknow
08-2022

Skills

  • Financial modeling
  • Performance reporting
  • Investment analysis
  • Cash reconciliation
  • Regulatory compliance
  • Equity research
  • Portfolio management
  • Critical thinking
  • Attention to detail
  • Client relationship
  • Pitch book creation
  • Quantitative analysis
  • Alternative investments

Certification

  • NISM Series 15- Research Analyst
  • NISM Series 8- Equity Derivatives
  • Advanced Excel- Udemy
  • Private Equity & Venture Capital- Coursera
  • Financial Statement Analysis- Corporate Finance Institute

Projects

  • Equity research report on Constellation Brands.
  • Pepsico and Coca-Cola DCF Valuation.
  • Ratio Analysis of Steel Industry.
  • DuPont Analysis of Ashok Leyland.

Timeline

Investment Banking Associate

Incedo
03.2024 - Current

Equity Research Intern

Finance Veda
11.2023 - 01.2024

Accounting Intern

Ultimate Colonizers
08.2020 - 02.2021

Post-Graduate Certificate - Financial Analysis

Imarticus Learning

Bachelors of Commerce -

University of Lucknow

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MOHAMMAD ADEEB