Summary
Overview
Work History
Education
Skills
Certification
Languages
Awards & Recognition
Timeline
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Ritika Agarwal

Ritika Agarwal

Gurugram

Summary

With 8 years of experience in Investment Banking Division.

- I have led critical projects like 'Assets Coming to Market' and 'Deal Radar', resulting in increased investor engagement and revenue generation.

- Skilled in using data sources like Capital IQ, D&B, Merger Market, IBIS, EMIS, Factiva, Merger Market, Refinitiv and Bloomberg, and FactSet.

- Proficient in Microsoft Office Suite with expertise in MS Excel and MS PowerPoint.

- Managed integration and separation projects across various sectors like Consumer, Retail, IT, Telecommunication, Financial services, Life sciences, and Automotive.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Senior Analyst

EY Global Delivery Services
12.2021 - Current

Currently, working in the Strategy & Transactions division in EMEA (Oceania) Pursuits team with the following responsibilities:

  • In February 2023, initiated and successfully converted a critical monthly deliverable “Assets Coming to Marketˮ (ACTM), focused on increasing investor engagement by offering active updates and generating various investment opportunities for them across the ANZ market.
  • Engaged in end to end managing “Deal Radarˮ, a critical monthly deliverable which is focused on tracking M&A deals in ANZ market and further leveraged by stakeholders for strategic decision making and thus generating major revenue for the DOH.
  • Prepared PPT/ Excel based outputs on in-depth industry analysis, lead generation trackers and doing target screening and company profiling to support onshore EY partners across various stages of deal cycle.
  • Conduct operational and commercial due diligence for the prospect targets during the pre-deal phase.
  • Engage with research stakeholders, including advisors from EY member firms worldwide, to align on project objectives, define scope, and clarify deliverables.
  • Consistently delivered high-quality outputs under tight deadlines, earning recognition from global EY partners for diligence and precision.

Business Analyst

Evalueserve.com Pvt. Ltd
01.2019 - 12.2021

Worked in the Financial Industrials Group (FIG) and Industrials sectors with the following responsibilities:

  • Regular preparation & updating of client Pitch-Books.
  • Detailed industry research slides including industry overview, trends, key players, outlook and more.
  • Multiple pager company profiles including deep dives, one pagers, two pagers and strip profiles.
  • Case study analysis including M&A and IPO case study and company strategic profiles.
  • Various comps including trading comps and transaction comps.
  • Company and transaction screening (identify targets and sponsors).
  • Earnings summary and company memos every quarter.
  • Daily and bi-weekly newsletters.
  • Ad-hoc requests including public information books (PIBs), management profiles, share price charts, annotated charts and overlapping maps.
  • Within the team had been doing quality checks for the outgoing deliverables and mentored junior team members to enhance team efficiency.
  • Engaged with stakeholders to align on project objectives and define scoping.

Associate

Moody's Analytics Knowledge Services
05.2017 - 01.2019

Worked in the General Industries Group with the following responsibilities:

  • Prepared client pitch-books across different sectors including consumer, retail and healthcare.
  • Worked on trading comps and precedent transaction comps (relative valuation multiple).
  • Company benchmarking, share price performance chart, company profiles, and industry research slides on various sectors.
  • Prepared monthly newsletters (consumer, retail, automotive, power and renewable).

Education

MBA - Finance

ICFAI Business School, Hyderabad
01-2017

B.Com -

Sri Aurobindo College, Delhi University
01-2014

Skills

  • Corporate Finance
  • Secondary Reasearch
  • Client Communication
  • MS Office
  • Expertise on databases:

- Refinitiv Eikon

- Mergermarket

- Capital IQ

- Factset

- Factiva

- Bloomberg

- Pitch Books

Certification

Microsoft Office Specialist Excel 2013

Languages

English
Hindi
Spanish

Awards & Recognition

Received SPOT Award in EY in December 2023, this award recognizes an individual for having gone above and beyond the call duty on a task, as well as supporting another individual, not as part of exceptions of the role.

Timeline

Senior Analyst

EY Global Delivery Services
12.2021 - Current

Business Analyst

Evalueserve.com Pvt. Ltd
01.2019 - 12.2021

Associate

Moody's Analytics Knowledge Services
05.2017 - 01.2019

MBA - Finance

ICFAI Business School, Hyderabad

B.Com -

Sri Aurobindo College, Delhi University
Ritika Agarwal