Pulkit Jain
Investment Banking Associate
Gurgaon
Summary
Highly motivated and goal-driven finance enthusiast skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy, qualitative and quantitative analysis, equity research and forecasting. Works Collaboratively with team members from different disciplines to coordinate investment deals and optimizing investment types. Well-versed in balancing priorities and meeting deadlines under pressure.
Overview
6
6
years of professional experience
7
7
years of post-secondary education
4
4
Certifications
Work History
Investment Banking Associate
Acuity Knowledge Partners
Gurgaon
06.2022 - Current
- Prepared pitch books, Information memorandum (IMs), industry reports, deals & peers screening, company profiles and company focused discussion documents related to various industries
- Prepared financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, financial models etc.
- Met project timelines and quality of deliverables in a manner to ensure high client satisfaction and engaged client independently on calls and e-mails
Financial Analyst
Intella Education (Angel Broking Franchise)
Gurgaon
04.2020 - 02.2022
- Managed, tracked and monitored financial updates, watch lists and upcoming opportunities in equity markets
- Evaluated investment potential of companies through thorough assessments of historical data, operational activities and future objectives
- Managed Equity Portfolios of Individual Clients, generated returns providing value
Business Consultant Intern
Inkpot Online Pvt. Ltd.
02.2018 - 07.2018
- Responsibilities included support in brand building, identifying new channels and developing connect with target audience and generating revenue for the organization.
- Campus Marketing in different colleges to promote the product and services of the company.
Education
CFA Level 3 Candidate -
CFA Institute
United States 01.2024 - Current
Master of Arts - Economics
IGNOU
Delhi 01.2021 - Current
Advance Diploma in Financial Markets Management - Financial Markets
National Institute of Financial Markets
Delhi 07.2020 - 02.2021
Bachelor of Arts - Economics
Atma Ram Sanatan Dharam College
Delhi 08.2017 - 11.2020
Skills
Financial and operational reporting
Certification
NISM Derivatives Examination (Series VIII)
Social Activeness
Volunteer, Taleem Social Progressive Society (NGO)
- Volunteered with groups and organizations to help make measurable differences for program recipients
- Teamed with community organizations and government agencies to increase outreach and service utilization
- Participated in running special classes for under privileged youth in English speaking and personality development
- Organized a health camp to provide routine check-ups for underprivileged individuals
Timeline
CFA Level 3 Candidate -
CFA Institute
01.2024 - Current
CFA Level 2
10-2023
Investment Banking Associate
Acuity Knowledge Partners
06.2022 - Current
NISM Research Analyst (Series XIV)
01-2022
CFA Level 1
01-2022
Master of Arts - Economics
IGNOU
01.2021 - Current
NISM Derivatives Examination (Series VIII)
09-2020
Advance Diploma in Financial Markets Management - Financial Markets
National Institute of Financial Markets
07.2020 - 02.2021
Financial Analyst
Intella Education (Angel Broking Franchise)
04.2020 - 02.2022
Business Consultant Intern
Inkpot Online Pvt. Ltd.
02.2018 - 07.2018
Bachelor of Arts - Economics
Atma Ram Sanatan Dharam College
08.2017 - 11.2020
Similar Profiles
Naveen KumarNaveen Kumar
Senior Associate at Acuity Knowledge Partners (formerly Moody’s Analytics Knowledge Services)Senior Associate at Acuity Knowledge Partners (formerly Moody’s Analytics Knowledge Services)
SREEKUMAR CVSREEKUMAR CV
Senior Associate at Acuity Knowledge PartnersSenior Associate at Acuity Knowledge Partners
RAHUL GOSWAMIRAHUL GOSWAMI
Delivery Team Lead at Acuity Knowledge PartnersDelivery Team Lead at Acuity Knowledge Partners