Preeti Jain
Research Professional
Delhi/NCR
Summary
Performance-driven professional with 11+ years of research and consulting experience across industries. Assisting stakeholders by providing actionable insights and advisory to formulate Business development strategy
Expertise in market intelligence and analysis, developing industry engagement models, key trends analysis, competitive benchmarking and demanding pitches
Worked with stakeholders of diversified geographies including Europe, US and others
Expertise in stakeholder and people management. Leading hiring, coaching and mentoring, and process development initiatives.
Inclusive Leader Award, 2022 Winner in Barclays
Overview
13
13
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Assistant Vice President
Barclays Global Services Centre
Noida
03.2015 - Current
- Proficiently managing stakeholders, establishing strong relationships, comprehending project requirements, and efficiently delivering on research across Deal Value Chain
- Exhibiting a high level of competence in autonomously handling and executing research requests including Pitchbooks, industry insights, company profiles, working Capital analysis, credit papers, competitive benchmarking, newsletters etc.
- Collaborated with stakeholders on numerous long-term projects including creation of industry portals, prospecting databases, bulk one-pagers etc
- Managing ESG related projects which covers emission targets, net zero initiatives, accreditation and developing briefing notes for ESG conversations, etc.
- Utilizing of leading strategic tools for industry analysis such as Porter’s competitive advantage, PESTLE analysis, market sizing (county & regional analysis) , SWOT etc.
- Preparing and presenting business reviews and dashboards to key stakeholders and
- Proficient in using databases including Factiva, One Source, ThomsonOne, Capital IQ, Mintel etc.
- Applied strategic thinking to achieve a reduction in processing time by automating activities and eliminating non-core tasks. Recent outputs- Automated feedback loop, Digitizing training process
Associate
Moody's Analytics Knowledge Services
Gurgaon
06.2011 - 03.2015
- As part of the valuation team, worked on various customised products for different industries and companies comprising of company comparable analysis (trading comps), precedent transaction analysis, industry research and pitchbook profiles
- Analysed financial statements and comprehended results of various companies through ratio analysis and financial models of companies and computing valuation / operating metrics in conjunction with their relevance in different sectors
- Benchmarking and peer group analysis considering the industry specific metrics
- Responsible for managing a portfolio of companies within the sectors and monitoring events on a timely basis to reflect the impact of corporate actions on their assessment
- Proactively mentored junior team members and aided their integration efficiently
Executive
Religare Securities Ltd
Noida
09.2010 - 05.2011
- Role involved advising clients about various investment products based on the risk and return parameters
- Helped the clients understand the entire process of trading, investing as well as imparted knowledge about the markets
- Handled various branches in Delhi region and coordinated effectively with the branch managers, area managers as well as zone heads
Education
PGDM - Finance
IILM
Greater Noida 04.2008 - 03.2010
BBA -
Birla Institute of Technology
Jaipur 04.2005 - 04.2008
Skills
Secondary/Market Research
Project Management
Internal & External Stakeholder Management
Pitchbooks & Relative valuations
Industry Research/Analysis
Business dashboards & MI reporting
Market intelligence and analysis
Capital IQ, D&B Hoovers, Factiva, Bloomberg, FAME
People and Process Management
Business Development
Corporate presentations
Certification
PRINCE2 Foundation & Practitioner
Timeline
PRINCE2 Foundation & Practitioner
10-2022
Assistant Vice President
Barclays Global Services Centre
03.2015 - Current
Associate
Moody's Analytics Knowledge Services
06.2011 - 03.2015
Executive
Religare Securities Ltd
09.2010 - 05.2011
PGDM - Finance
IILM
04.2008 - 03.2010
BBA -
Birla Institute of Technology
04.2005 - 04.2008