Summary
Work History
Education
Skills
Internship Training
Disclaimer
Accomplishments
Timeline
Generic

Saurabh Naithani

Bangalore

Summary

11+ years of experience across various financial services, including company research, industry research, valuation etc. Effective leader motivates the employees to performance excellence and managing the diverse team members to accomplish business goals. I am seeking an exciting leadership role where I can effectively utilize my knowledge and mentoring skills.

Work History

Manager

Wells Fargo
  • Currently managing 2 Investment Banking teams with ~12 FTE’s including consultant and senior consultant to support onshore team on various IB related projects, includes Company presentation, Pitchbook, M&A, Research, Valuation etc
  • Primarily performed the role of a Transition Manager for Information Research services and Presentation Design Services
  • Recurring connects with India and US senior management/stakes holders on upcoming transitions and BAU
  • Working closely with Vendors and receive Knowledge Transition for future In-house support readiness
  • Frequent interaction with Client to gather Feedback and plan improvement strategies
  • Facilitate the interaction between Business and leads to ensure effective resolution/completion of ongoing issues and user provisioning requests by my team within defined SLA’s
  • Proficient in ensuring maintenance of proper records as per the audit requirements & documentation of all high-risk areas and identifying the improvement areas
  • Identifying incremental scope of work and set up the roadmap and development plans for the team members to optimize their learning and identify up skilling needs of the team and facilitate necessary trainings
  • Connect with the TA partners for briefing the job description and interview/hiring the candidates at associate and manager positions
  • Recurring weekly, biweekly and monthly connects with India and US Leads to review/discuss the areas of growth & opportunity
  • Conducting frequent surprise quality audits to ensure diligence.

Senior Associate 2

PwC Kolkata
  • Support onshore team on various financing related projects, includes financial planning, Budgeting, three statement analysis
  • Taking client briefs, deciding the projects deadlines in consultation with clients & accordingly delegating the work to the team Working closely with clients on the diversified projects including, financial forecasting, Industrial Research, Company Valuation including comparable company analysis, DCF valuation, LBO valuation, Ratios analysis, Risk analysis, sensitivity analysis, Liquidity Analysis etc
  • Peer company screening to calculate BETA and WACC Preparation of Presentations, company profiles, teasers, financials, Revenue and cost drivers and other relevant information and benchmarking slides to fulfill the client requirements
  • Accountable of timely delivery of projects with quality output and reviewing team output on daily basis Conducting Quality checks of the work done by juniors Mentoring and training of team members including Analyst, Associates, and senior Associates

Delivery Lead

Acuity Knowledge Partners (Moody’s, Bangalore)
  • Managed a team of ~6 analysts to support onshore investment banking team on various sell-side and buy-side M&A, Debt and equity financing transaction related projects
  • Taking client briefs, deciding the projects deadlines in consultation with clients & accordingly delegating the work to the team Working closely with clients on the diversified projects including, Merger & Acquisition (M&A), Industrial Research, Company Valuation including comparable company analysis, DCF valuation, LBO valuation, Ratios analysis, Risk analysis, sensitivity analysis, Liquidity Analysis, financial forecasting etc
  • Preparation of Industry pitch deck, company profiles, teasers, financials, company drivers and other relevant information and benchmarking slides to fulfill the client requirements
  • Worked on the various request involving target, buyer, company, and transaction screening with the help of available databases Accountable of timely delivery of projects with quality output and reviewing team output on daily basis

Senior Business Analyst

Evalueserve, Gurgaon
  • Assist the onshore client in the U.S
  • Region on the research and analytical projects
  • Communicate with client on the different projects and structure project execution and delivery
  • Comparable company valuations, mergers & acquisitions transaction analysis, M&A case study and financial benchmarking Preparation of company profiles including various brands, segments, products, business description, financials and other relevant information and benchmarking slides to fulfill the client requirements
  • Conducting ad-hoc research to support client’s global consulting operations in financial service industry
  • Proficiency in various databases including Thomson One, Capital IQ, FactSet, Factiva, PitchBook, Merger Market and Bloomberg Conducting Quality checks of the work done by analyst and ensures timely delivery of the project
  • Mentoring and training of team members including Analyst, and senior Analyst

Business Analyst

Genpact, Gurgaon
  • Assist client in the US, UK, Australia, and APAC on multiple projects
  • Updating DCF model, and calculating WACC, Beta and the Intrinsic value of the Company Preparation of multipage profiles including various brands, segments, products, business description, financials, and other relevant information
  • Preparation of financial models, company screening, M&A screening and estimate summary.

Moody’s Analytics & Knowledge Services
  • Assist client in the APAC region on multiple projects
  • Research and analytical projects for leading investment banks
  • Projects include comparable company valuations, mergers & acquisitions transaction analysis, credit analysis and financial and operational benchmarking
  • Conducting ad-hoc research to support client’s global consulting operations in financial service industry
  • Compiling various product packs for the client including Market updates, Capital market perceptions and Ad hoc requests and update models for earnings and events.

Education

CFA (Charted Financial Analyst) Charter Program & MFA (Master in Financial Analysis) Degree -

ICFAI University, Tripura

Bachelor in Business Administration (B.B.A) -

I.T.S Institute affiliated to C.C.S University, Meerut

Skills

  • Company research
  • Industry research
  • Valuation
  • Leadership
  • Mentoring
  • Investment Banking
  • Presentation
  • Vendor management
  • Strategies planning
  • Team development and Up-skilling
  • Financial Planning
  • Budgeting
  • Three Statement Analysis
  • Financial Forecasting
  • Screening
  • Teasers
  • Benchmarking
  • Merger & Acquisition
  • Databases Proficiency

Internship Training

  • Certificate in Financial Research, Copal Institute, 07/12, 09/12
  • Financial Modelling & Company Valuation, Investment Banking Institute, 09/11, 01/12

Disclaimer

I consider myself familiar with Business Administration Aspects. I am also confident of my ability to work in a team. I hereby declare that the information furnished above is true to the best of my knowledge.

Accomplishments

  • One of my notable accomplishments includes successfully managing the transition process for Information Research services and Presentation Design Services at Wells Fargo.
  • Played a pivotal role in overseeing the GDA transition from its inception to its seamless integration into daily operations.

Timeline

Manager

Wells Fargo

Senior Associate 2

PwC Kolkata

Delivery Lead

Acuity Knowledge Partners (Moody’s, Bangalore)

Senior Business Analyst

Evalueserve, Gurgaon

Business Analyst

Genpact, Gurgaon

Moody’s Analytics & Knowledge Services

CFA (Charted Financial Analyst) Charter Program & MFA (Master in Financial Analysis) Degree -

ICFAI University, Tripura

Bachelor in Business Administration (B.B.A) -

I.T.S Institute affiliated to C.C.S University, Meerut

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