Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sachin Sagar

Financial Analyst
New Delhi

Overview

6
6
years of professional experience
6
6
years of post-secondary education
3
3
Certifications

Work History

Financial Analyst

Alphasense
New Delhi
09.2024 - Current
  • Conducted in-depth analysis on large-scale financial datasets, employing advanced Excel and SQL to derive actionable insights for strategic decision-making
  • Involved in secondary financial research using Refinitiv Eikon and Company presentations, SEC Filings, Notes, etc.
  • Evaluated financial performance of companies, analyzing their profitability, growth prospects, consensus estimates trend, trading multiples and profitability ratios, among others
  • Tools used in the current role include, but are not limited to, Excel, PowerPoint, Google Sheets, SQL, JIRA, and Refinitiv Eikon

Senior Associate

Acuity Knowledge Partners
09.2021 - 08.2024
  • Assisted an investment bank in preparing pitch books, company-focused discussion documents, and detailed analyses of precedent equity offerings, enhancing client presentations and deal success rates
  • Conducted in-depth qualitative and quantitative research using Bloomberg, Factset, Capital IQ, and Dealogic, providing actionable insights for market trends, customer strategies, and industry benchmarks
  • Performed detailed financial statement analysis, valuation, benchmarking, ownership analysis, and trading comparable analysis to support data-driven decision-making
  • Collaborated closely with clients to enhance existing templates, streamline processes, and improve Turnaround Time (TAT) while maintaining the highest standards of quality and accuracy

Reconciliation Analyst

Empaxis Data Management India Private Limited
04.2021 - 08.2021
  • To ensure Portfolio Accounting and Administration using accounting software
  • Trade, Cash, and Stock position Reconciliation of Client accounts vs Custodians
  • Corporate Action booking across asset classes, Price and Reference data Update, New account/portfolio setup, and new security setup

Financial Analyst

Xoriant Solutions Pvt. Ltd.
07.2019 - 03.2021
  • Industry and Company level research using secondary databases, ratio analysis, lender wise and facility wise debt profile analysis
  • Prepared PowerPoint pitch decks for Clients from various industries
  • Assisted in quality checks of Client deliverables which included PowerPoint decks, documents, Excel reports etc
  • Assisted in preparing financial models and debt repayment schedules in Excel based on proposals from Clients and Partners

Education

Master of Business Administration - Finance, Marketing

LM Thapar School of Management
01.2017 - 01.2019

Bachelor of Engineering - Electronics & Communication Engineering

Punjab Technical University
01.2011 - 01.2015

Skills

Bloomberg Terminal

  • Capital IQ

  • MS Word

  • Microsoft PowerPoint

  • Microsoft Excel

  • SQL

  • Dealogic

  • Morningstar Direct

  • Factset

Certification

Certified Six Sigma Green Belt from KPMG.

Timeline

Financial Analyst

Alphasense
09.2024 - Current

Senior Associate

Acuity Knowledge Partners
09.2021 - 08.2024

Reconciliation Analyst

Empaxis Data Management India Private Limited
04.2021 - 08.2021

Financial Analyst

Xoriant Solutions Pvt. Ltd.
07.2019 - 03.2021

Master of Business Administration - Finance, Marketing

LM Thapar School of Management
01.2017 - 01.2019

Bachelor of Engineering - Electronics & Communication Engineering

Punjab Technical University
01.2011 - 01.2015

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Sachin SagarFinancial Analyst