Investment Analyst with experience in HSBC’s Investment Management Group, specializing in evaluating new-age businesses and financial institutions. Built 20+ advanced investment models (DCF, LBO, Comps, scenario analyses) and authored 20+ investment memos per quarter for senior leadership and Investment Committees, directly shaping capital deployment decisions.
Overview
4
4
years of professional experience
Work History
Senior Investment Associate
HSBC
Bangalore
05.2024 - Current
Built and maintained relationships with Investor Relations and senior management teams of leading e-commerce firms (including MercadoLibre, Shopify, and regional players), acting as a key liaison between HSBC and company stakeholders.
Evaluated growth strategies and partnership opportunities within e-commerce and digital platforms, providing insights on market expansion, monetization models, and ecosystem collaborations
Evaluated growth strategies and partnership opportunities within e-commerce and digital platforms, providing insights on market expansion, monetization models, and ecosystem collaborations
Supported strategic dialogues between HSBC’s investment teams and portfolio companies, aligning capital allocation with long-term partnership and market-entry strategies.
Developed cross-market perspective by tracking and comparing global e-commerce players, identifying strategic opportunities and best practices transferable across regions.
Positioned HSBC as a partner of choice for high-growth e-commerce clients through ongoing engagement and tailored investment insights.
Investment research Associate
Acuity knowledge Partners (fka Moody's Analytics)
Gurugram
07.2022 - 05.2024
Served as an integral part of the Goldman Sachs investment research team, supporting buy-side investment decisions within the financial institutions sector and contributing across multiple phases of the investment process.
Built and maintained 20+ complex financial models (DCF, LBO, Comps, , and scenario analyses) to evaluate portfolio and target companies, driving accurate valuations and investment decision-making.
Authored 20+ investment memos per quarter and created management presentations analyzing financial statements, key ratios, projections, industry trends, and competitive positioning, directly used in Investment Committee (IC) discussions.
Performed detailed buy-side due diligence on potential investment opportunities, including analysis of company performance, management quality, competitive benchmarking, and regulatory/market dynamics.
Utilized Capital IQ, FactSet, PitchBook, and Bloomberg for company profiling, industry benchmarking, market research, and data-driven investment insights.
Associate (M&A)
PwC
Bangalore
05.2021 - 07.2022
Built detailed financial models (DCF, 3-statement, M&A, scenario analysis) for valuation, strategic planning, and transaction support.
Supported buy-side and sell-side due diligence by analyzing financials, forecasting performance, and identifying key deal drivers.
Delivered client-ready outputs including valuation summaries, sensitivity tables, and assumption decks for presentations.
Collaborated with cross-functional teams (valuation, M&A advisory, audit) to validate assumptions and ensure model accuracy.