Financial Professional with expertise in financial analysis, project finance and credit assessment with exposure to multiple sectors with overall 6+ years of experience in investment Banking Division.
Overview
7
7
years of professional experience
Work History
Senior Associate
Acuity Knowledge Partners
06.2025 - Current
Conduct in-depth analyzing financial statement, performance and trend analysis of assessing the creditworthiness of companies by calculating credit metrics to ensure companies creditworthiness.
Prepare, Monitor and update (Annual/Quarterly Reviews) credit reports by including profiles of the credit risk assessment including financial spreading, covenant, risk assessment etc.
Conduct ad-hoc analysis to identify underlying changes in portfolio performance and other specified information.
Filtering of relevant news related to M&A, Management, material company announcement using Google or third party paid sources.
Business Analyst
Evalueserve
04.2022 - 11.2024
Supporting our clients on research covering Comps/peer screening, precedent deal identification, company, market & industry research, presentation, company focused discussion reports.
Studying and analyzing different business methods & financial results for particular industry.
Managing delivery of projects/task including detailed research of analysis, company profiles, financial analysis. Ad-hoc requests and opportunity assessments through in-depth secondary research.
Providing assistance and review assignment to analyst level and execute the deliverables in mean time.
Associate Financial Analyst
Wipro BPS
07.2018 - 08.2021
Functioning in Fixed income securities mainly in Municipal Bonds (U.S) like General Obligation Bonds and Revenue Bonds, Corporate Actions, Instrument Setup and Data Analysis on Bloomberg Terminal as according to US GAAP and IFRS.
Fundamental Research & Analysis on Company Filings such as Financial Reports, Quarterly Reports, 401K reports, 10K reports, press release etc, and ratios such as ICR, DSCR which may impact on the investment decision of the potential investors.
Extracting the financial data for capturing the information on Bloomberg Terminal as according to the GAAP.
Preparing performance report for DC and DB plants which includes structured discussion on performance results of fund managers and make recommendation to hold/liquidate investment managers.
Consulting, review for quality check of the document assigned to analyst and supervise, guide work of new joined within the team and prepare status update, report of various QRM and rectify.
Education
MBA - Finance, Human Resources
Chandigarh University
01.2018
BBM - Finance
Bangalore University
01.2015
Skills
Investment Research
Portfolio Monitoring
Credit Analysis
Commercial Lending
Fund Accounting
Project Finance
Report Writing
Investment Banking
Financial Spreading
Financial Analysis
MS Office, Ms-Excel, Ms-Powerpoint
Bloomberg, Cap IQ, Factiva, Refinitiv, DBRS, Fitch etc