PARTH RAJEEV TRIVEDI
Reasearch Associate
Ghatkopar East
Summary
Highly motivated and results-oriented finance professional with 6+ years of experience in equity research analysis & 2+ years of experience in SME loan acquisition. Proven ability to analyze financial data, build comprehensive financial models, and deliver insightful investment recommendations. Adapt at conducting industry research, evaluating company performance, and managing client communication. Seeking a challenging role in a dynamic organization where I can contribute to strategic decision-making and drive business growth.
Overview
10
10
years of professional experience
3
3
Languages
Work History
Senior Research Associate
White Equity Investment Advisors Pvt Ltd
08.2023 - 03.2024
- Analysed financial statements, industry trends, and company performance to identify investment opportunities.
- Developed and maintained complex financial models to evaluate potential investments.
- Conducted due diligence on target companies, including financial analysis, market research, and management interviews.
- Management Analysis (analysing board constitution, experience as well as qualification of directors. Also analysing past decisions of management).
- Monitored portfolio companies and provided on-going support to management teams.
- Perform other related duties, as assigned.
Senior Research Associate (Manager Band 1)
Insync Analytics Pvt Ltd
01.2022 - 07.2023
- Served as a dedicated analyst for a UK-based investment firm, managing and monitoring portfolios of private and public companies.
- Built comprehensive financial models incorporating historical data, KPIs, guidance, and forecasts.
- Conducted research on significant company events and prepared summaries for client presentations.
- Managed client communication and ensured timely delivery of high-quality work.
Research Associate
White Equity Investment Advisors Pvt Ltd
06.2017 - 12.2021
- Conducted in-depth research on 150-180 companies across various industries, including Information Technology and Automotive.
- Performed financial analysis, ratio analysis, and cost analysis to evaluate company performance.
- Attended investor calls, prepared meeting notes, and communicated key takeaways to the team.
- Compared company financials and business models to those of competitors.
- Analysed management teams and evaluated their past decisions.
Acquisition Manager
Capital Float (Zen Lefin Pvt Ltd)
08.2015 - 05.2016
- Identified and acquired new SME loan customers.
- Executed loan disbursements within established credit parameters and organizational processes.
- Trained DSA/Referrals on company policies, KYC requirements, and product knowledge.
- Maintained a high-quality loan portfolio and ensured compliance with regulatory guidelines.
Acquisition Manager
IndusInd Bank Limited
01.2014 - 07.2015
- Performed similar responsibilities as described above for Capital Float.
Education
PGPM - Finance
United World School of Business
BBI - undefined
Gurukul College of Commerce, Mumbai University
Skills
Financial Modelling
Personal Information
- ReferenceAvailable upon request
- Passport Number: P1027746
- Date of Birth: 12/10/90
Accomplishments
- Automotive Sales Analysis:
- Analysed monthly sales data for two-wheelers and four-wheelers across various companies.
- Identified price differentiation, volume trends and profit margin variations.
- Provided insights into market dynamics and competitive positioning.
- Retail Industry Competitive Analysis:
- Conducted a comparative analysis of DMart,Reliance Jiomart, Big Bazaar, Big Basket, and Amazon.
- Focused on pricing differentiation for similar products and assessed monthly family expenditure patterns.
- Resulted in a better understanding of the competitive landscape.
- Banking Card Sales Tracking:
- Maintained and prepared a monthly sales sheet detailing debit and credit card sales for multiple banks.
- Provided accurate and timely data for performance tracking and analysis.
Timeline
Senior Research Associate
White Equity Investment Advisors Pvt Ltd
08.2023 - 03.2024
Senior Research Associate (Manager Band 1)
Insync Analytics Pvt Ltd
01.2022 - 07.2023
Research Associate
White Equity Investment Advisors Pvt Ltd
06.2017 - 12.2021
Acquisition Manager
Capital Float (Zen Lefin Pvt Ltd)
08.2015 - 05.2016
Acquisition Manager
IndusInd Bank Limited
01.2014 - 07.2015
BBI - undefined
Gurukul College of Commerce, Mumbai University
PGPM - Finance
United World School of Business
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