Summary
Overview
Work History
Education
Skills
Activities
Accomplishments
Timeline
Generic

Pratik More

Hadapsar

Summary

A finance graduate and CFA Level 2 candidate with about 1.5 years of hands-on experience in database-linked financial modeling. Possesses a comprehensive understanding of various financial instruments, valuation methodologies, and data-driven financial analysis. Proven track record of leveraging databases such as Bloomberg, Refinitiv, and Capital IQ, as well as advanced tools like Excel and VBA, to deliver actionable insights and support strategic decision-making.

Overview

4
4
years of professional experience

Work History

Associate Analyst

SG Analytics
Pune
01.2023 - Current
  • Assist Investment Banks, Hedge Funds, Brokerage Houses and Institutes across the globe for their Research and Financial Modeling requirements.
  • Analysis of financial statements, company publications and related M&A followed by their incorporation & adjustment in financial models to derive fair valuations of subject companies through DCF and/or SoP (Segmental, Mine-based, Rig-based etc).
  • Additionally, ad-hoc deliveries involving peer/comparable analysis, screener modules, industry analysis and other excel based presentations incl. charting are also part of the role.
  • Production, quality control and database migration of existing and/or freshly built financial models predominantly in Equity/Fixed Income/Economics.
  • Developed bespoke Excel templates with embedded VBA code tailored to meet client specifications and enhance functionality, optimizing efficiency and facilitating streamlined processes.
  • he role involves usage of various databases such as Bloomberg, Thomson Reuters primarily and Cap IQ & Factset to an extent.
  • Fostered team growth by offering mentorship on industry best practices and providing practical training sessions, enhancing the professional development of team members.
  • Created database linked templates for firms dealing in various asset classes like Equity (DCF, Reverse DCF, Trading Comparable models, Deals), Fixed Income(Swap points and outrights, Bond Yield calculation), Fund Analysis(Price & Total return, Sharpe, Sortino and other measures calculation) and Macroeconomic models.
  • Handled high-priority projects and delivered 100% of projects before deadline while maintaining the quality score over 98% internally and 100% externally.

Finance and Investment Banking Intern

Opulence Business Solutions Pvt. ltd
Ahmedabad
08.2020 - 10.2020
  • Developed comprehensive pitchbooks for organizations undergoing Mergers and Acquisitions, facilitating a clear and strategic representation of client structures and operations
  • Crafted a detailed pitchbook for an Industrial IoT firm, Zyfra Industrial IoT Platform, showcasing its technological prowess and market positioning to potential investors or stakeholders
  • Executed targeted outreach through cold emailing to prospective clients, effectively initiating connections and cultivating new business opportunities
  • Proficiently gathered, analyzed, and interpreted intricate numerical data, conducted both qualitative and quantitative analyses, and conducted in-depth industry research
  • This enabled informed decision-making and strategic planning for clients in a dynamic business landscape.

Equity Research Intern

DRB Advisory
Kolkata
  • Conducted in-depth research on securities within targeted industries and companies, providing valuable investment recommendations
  • Collected and interpreted data crucial for facilitating informed investment suggestions, ensuring comprehensive analysis
  • Prepared detailed research reports on prominent securities such as Avenue Supermart (D-Mart), Nestle, Gillette, and within the Pharmaceuticals sector
  • Reports included thorough sectoral analyses, evaluating current market trends, future prospects, and potential challenges
  • Utilized various valuation metrics including Relative Valuation (e.g., Price-to-Earnings, Price-to-Sales, Price-to-Book) to assess and recommend investment opportunities, contributing to well-informed decision-making processes.

Education

Chartered Financial Analyst- Level 1 cleared -

Bachelors in Commerce -

DY Patil International University
Pune

12th -

Jai Hind College
Dhule

10th -

New Horizon Public School
Navi-Mumbai

Skills

  • Financial Modelling and Valuation
  • Bloomberg Terminal/Excel Add-in
  • Thompson Reuters- Refinitiv Eikon
  • S&P Capital IQ
  • FactSet
  • Excel VBA
  • Microsoft Excel
  • Team Handling and training
  • Quantitative Analysis
  • Process Improvements
  • Data Modeling

Activities

I enjoy sport, traveling, inquisitive, reading about Global Economics.

Accomplishments

  • GEM Award Q2 2023-2024 (SG Analytics) for excellent performance within 9 months of starting live models.

Timeline

Associate Analyst

SG Analytics
01.2023 - Current

Finance and Investment Banking Intern

Opulence Business Solutions Pvt. ltd
08.2020 - 10.2020

Equity Research Intern

DRB Advisory

Chartered Financial Analyst- Level 1 cleared -

Bachelors in Commerce -

DY Patil International University

12th -

Jai Hind College

10th -

New Horizon Public School

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