Prathamesh Deo
Investment Banking Research Associate
Mumbai
Summary
Results-driven investment banking research professional with over 12 years of expertise in equity research, financial analysis, and investment decision support. Currently serving as an Associate at J.P. Morgan, delivering high-quality company and industry research, comprehensive financial models, and strategic insights that empower institutional clients and senior bankers. Holds a Master of Management Studies in Finance and possesses a solid foundation in equity research from the Aditya Birla Group. Known for a commitment to analytical excellence, precision, and a strong focus on client needs.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Investment Banking Research Associate
J.P. Morgan
01.2017 - Current
- Acted as a bridge between bankers, research teams, and platform owners to translate business requirements into scalable research solutions.
- Led Private Capital (PitchBook) and Consumer and Retail sector, supporting live deals, pitches, and client coverage under tight timelines.
- Drove automation and Gen-AI initiatives to enhance investment banking research workflows, improving efficiency in company profiling, market mapping, and pitch content creation.
- Curated and delivered training programs for analysts, including onboarding materials, best-practice guides, and workflow playbooks, aligned with IB standards.
- Played a key role in workflow testing and process optimization, partnering with stakeholders to update SOPs, improve turnaround times, and ensure scalable research delivery.
Investment Banking Research Analyst
Integreon
01.2014 - 11.2016
- Contributed to client and transaction workstreams through structured analysis and decision-ready materials.
- Developed company profiles, public information books, and pitch books for client and transaction-related engagements.
- Extracted actionable business, financial, and M&A insights from global research databases, company filings, and third-party research reports across sectors.
- Managed onshore/offshore research workflows to ensure timely and high-quality delivery.
- Conducted quality reviews and mentored junior associates to maintain research accuracy and consistency.
Equity Research Analyst - Summer Intern
Aditya Birla Group
05.2013 - 07.2013
- Internship program focusing on financial analysis and research in India's banking and technology sector.
- Assisted in monitoring industry trends, contributing to strategic initiatives.
- Supported senior analysts in data gathering and report creation, enhancing the department's productivity.
Education
Master of management studies - Finance
University of Mumbai
Mumbai, India01.2014
Bachelor of management studies - Finance
University of Mumbai
Mumbai, India01.2011
Skills
Consumer retail expertise
Mergers and acquisitions analysis
Market analysis proficiency
Proficient in generative AI research tools
Workflow Management
Proficient in Microsoft Office tools
Certification
• Financial Modelling, IMS Pro School (Affiliated with NSE)
Awards & Recognitions
• Client Centricity Award – J.P. Morgan (Q4 2024, Q3 2025)
• All Star Award – Integreon (2015)
• FTR (First Time Right) and Customer Delight - Integreon
• Best Elocutionist in Finance Forum Event - BGIMS (Nov 2013)
Timeline
Investment Banking Research Associate
J.P. Morgan
01.2017 - Current
Investment Banking Research Analyst
Integreon
01.2014 - 11.2016
Equity Research Analyst - Summer Intern
Aditya Birla Group
05.2013 - 07.2013
Master of management studies - Finance
University of Mumbai
Bachelor of management studies - Finance
University of Mumbai