Prashant Kumar Gupta
Financial Analyst
2E-203, New Dindoshi Jhanvi CHS Ltd, Goregaon East, Mumbai, Maharashtra
Summary
EXECUTIVE SUMMARY
Analytical professional with 6+ years of experience in project management, process improvement, financial analysis and research. Acquired knowledge of methods and industry trends while undertaking projects.
Overview
7
7
years of professional experience
10
10
years of post-secondary education
2
2
Languages
Work History
Analyst
CareEdge Advisory & Research Training Ltd
Mumbai
09.2022 - Current
- Preparing research reports with outlook on various industries
- Conducting grading exercises for banks (foreign, private & public), life insurance companies and mutual funds through updating CCIL data in models
Research Associate
ICRA Ltd
Mumbai
03.2017 - 08.2022
- Research on the various industries as per the analysts' requirements and providing write-ups on the same
- Preparing rating report, rating committee minutes and rationale.
- Assisting the senior analysts in maintaining the MIS
- Filling up and quality check of spreadsheets i.e. Balance Sheet and Profit & Loss Account for different client companies including insurance companies (general insurance and life insurance)
- The work entails extensive research, data collation and analysis of Indian financial markets, as well as the government’s fiscals
- Extracting data points of portfolio cuts and pool characteristics from pool data files for Structured Finance Sector
- Preparing Key Financial Indicators (KFIs) and Peer Comparisons for various industries
- Assisting analysts in preparation of quarterly research reports
- Assisting senior team members in timely completion of projects
- Preparing credit assist audit report for the SBI
- Handling ‘No Default Statement’, ‘Bankers Feedback’ and other compliance related task
Data Analyst
Cogencis Information Services Ltd
Mumbai
06.2016 - 02.2017
- Analyzed and summarized data on Indian companies from financial and non-financial statements
- Collated data from public domain like BSE, NSE and company annual reports
- Updated and maintained data on Indian Equities in a structured format on a timely manner
Business Development Executive
Axis Bank Ltd
Mumbai
01.2016 - 05.2016
- Tracked and reported on lead development and sales activities
- Managed a daily workload of appointments, cold & warm calls and follow-ups
Education
PGDM - Finance
Welingkar Institute of Management Development & Research
Mumbai, India 04.2020 - 03.2022
Master of Commerce - Commerce
G R Patil College, Mumbai University
Mumbai, India 07.2016 - 06.2018
Bachelor of Commerce (Honours) - Accounting And Finance
DAV PG College, Banaras Hindu University
Varanasi, India 07.2009 - 06.2012
UGDCA - Computer Applications
DAV PG College, Banaras Hindu University
Varanasi, India 07.2009 - 06.2012
Skills
Communication
MS Office
Financial Statements Expertise
Financial Modelling
Timeline
Analyst
CareEdge Advisory & Research Training Ltd
09.2022 - Current
PGDM - Finance
Welingkar Institute of Management Development & Research
04.2020 - 03.2022
Research Associate
ICRA Ltd
03.2017 - 08.2022
Master of Commerce - Commerce
G R Patil College, Mumbai University
07.2016 - 06.2018
Data Analyst
Cogencis Information Services Ltd
06.2016 - 02.2017
Business Development Executive
Axis Bank Ltd
01.2016 - 05.2016
Bachelor of Commerce (Honours) - Accounting And Finance
DAV PG College, Banaras Hindu University
07.2009 - 06.2012
UGDCA - Computer Applications
DAV PG College, Banaras Hindu University
07.2009 - 06.2012