An Investment Banking Senior Analyst with 8+ years of experience. Collaborated with and advised the C-suite and Investor Relations divisions of FTSE 100 and FTSE 250 clients worth up to £80bn in market cap. on topics such as competitor analysis and the equity markets. Served as a recruiter, and mentored over 10 new Analysts.
Overview
8
8
years of professional experience
Work History
Investment Banking Senior Analyst
Citicorp Services India Private Limited
Mumbai, Maharashtra
09.2017 - Current
Worked with the Indian Investment Banking team on a De-SPAC IPO
Developed pitchbooks, valuation models, benchmarking, peer comparables and precedent transactions analyses for investment banking teams globally for the purposes of pitching and execution
Advised the C-suite and Investor Relations divisions of FTSE 100 clients of the UK Corporate Broking team by preparing periodic financial analysis material on the client's industry and market:
Corporate Broking Pitches: Led the development of end-to-end pitchbooks (TTC analyses, Relative Valuation, Regressions, Operational Benchmarking, Valuation Benchmarking) for Citi Broking clients
Consolidated and restructured 40 financial analysis reports made by ten analysts - Reduced the time required to prepare reports by ~40%
Led teams of 2-3 analysts on diverse assignments that were presented to Senior Management of clients – this included benchmarking quarterly P&L items and researching industry trends such as dividend policies
Reduced consumption time by ~30%, halved the error rate and simplified the creation process for a quarterly Board of Director meeting report model for a public mining client
Analyst
Citicorp Services India Private Limited
Mumbai, Maharashtra
08.2013 - 09.2017
Led 30 analysts, and coordinated with Investment Banking teams globally to research inputs on M&A targets/capital issuances such as shareholding patterns, macro-economic data, preliminary industry screenings and league table rankings
Saved $50-100k in license fees by recommending to senior management to refrain from purchasing the license to a private company database
Mentored and trained 20 new recruits on database, client management and presentation skills
Executed an enterprise-level project to reduce costs of ~$250k/year by centralizing a globally accessible database within my department
Participated in the recruitment of new new analysts, both on-campus and off-campus, by moderating the Group Discussions, and leading personal interviews for fresh candidates
Education
Financial Analyst Certification Programme
Imarticus Learning Private Limited
Mumbai
Bachelor of Management Studies: Finance
University of Mumbai
Mumbai
Skills
Financial Markets
Financial Modeling
Bloomberg Terminal
MS Office Suite
Leadership
Public Speaking
Accomplishments
Professional Cricketer: 2006-2013, Invited for IPL selection trials for Rajasthan Royals
- Member of the Maharashtra (U-15) Cricket Team
- Captain (U.P.G. College): 2010-2013
- Captain (Cambridge High School): 2008-2010
- Member of Citi's Cricket Team
- Member of Gold-Medal winning Table Tennis Team (State-level: Maharashtra): 2009-10
Founding Member - Aahān (College Festival)
Winner: Debate –
- Cambridge High School – 2006-07, 2007-08
- Lokmat Times Inter-School Competition – 2007-08
L.N. Birla Inter-Institutional Debate (National Level): 2008-2010
- Winner: Mumbai Round
- Winner: West-Zone Round
- Runner-up: National Finals
Director – Club Activities (Rajhans Vidyalaya) for the Rotaract Club of Mumbai – 2008-09
Editor of Sugandh (School Magazine) – Rajhans Vidyalaya