Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Accomplishments
Languages
Timeline
Generic
SHANTANU JANA

SHANTANU JANA

Gurgaon

Summary

Analytical team player with 12+ years in finance, including 7+ years in investment banking and financial modelling. Guides clients on investment opportunities and quickly learns new programs

Overview

13
13
years of professional experience
1
1
Certification

Work History

Investment Banking Associate (Manager)

Genpact
06.2019 - Current
  • Team leader for the Energy & Power sector (Oil & Gas, LNG, Utilities), providing key support to one of the largest global financial advisory firms in the M&A space
  • Supported bankers on various live M&A transactions across E&P sector
  • Build financial models for Upstream companies along with the sensitivity analysis
  • Prepare industry research & marketing materials to win work and boost business presence in client markets
  • Daily deliverables include company profile, case studies, pitch book, information memorandum, trading and transaction comps, DCF and SOTP valuation
  • Prepare country-wise Debt profiles including commentary on country ratings, loans and bonds league tables, and sector-wise deal analysis
  • Hands-on experience using key databases such as Wood McKenzie (Oil and Gas), IHS, Inframation etc.
  • Worked at the client's site in the UK
  • Leading a team of 6 members

Investment Banking Analyst

SG Analytics Pvt. Ltd.
04.2017 - 05.2019
  • Worked extensively on Company profiles, Pitch books, Trading & Transaction comparable
  • Screen for potential targets and buyers for buy-side & sell-side pitches, create sector/industry reports, historical benchmarking, Confidential Information Memorandums, and Newsletters, etc.
  • Involved in company screening through the database to find buyers and potential targets

Financial Analyst (Financial modelling)

SG Analytics Pvt. Ltd.
08.2015 - 03.2017
  • Applying various valuation techniques e.g
  • Trading comparable, WACC, DCF, and MS-Excel-based advanced formulas to prepare free-flowing, accurate, and dynamic financial models
  • Performing financial modelling for public and private Companies
  • Analyzing historical financials to understand the company's operational and financial trends
  • Use of various databases such as Thomson Reuters, Bloomberg, FactSet, and NASDAQ while preparing the financial model
  • Work on different asset classes e.g
  • Equity, derivatives & fixed income

Assistant Manager

Prabhudas Lilladher Pvt. Ltd.
12.2013 - 07.2015
  • Portfolio Management Service
  • Analyzing financial information and different events relating to specific companies and other asset classes
  • Use of Greek options as an advanced derivative trading strategy

Junior Associate

Edelweiss Broking Ltd.
12.2012 - 11.2013
  • Preparation and update of research reports
  • Implementation of different derivative strategies across different asset classes
  • Managing ESOP client's portfolio

Derivative Analyst (Prop. desk)

East India Securities Ltd.
02.2012 - 11.2012
  • The role exposure to derivatives strategies namely Bull & Bear Spreads, Calendar Spreads, Butterfly Spreads, Straddle, Strangle, Box, Cal-Box, etc.
  • Formulating derivatives strategies, and arbitrage in currency for proprietary desk
  • Extensively uses of Greek options as trading strategy

Education

PGDM: International Finance -

AB Freeman School of Business, Tulane University
02.2012

PGPM: International Finance -

Globsyn Business School (AACSB-accredited)
02.2012

Bachelor of Science: Computer Science (Hons.) -

Calcutta University
04.2010

Skills

  • Corporate Finance
  • Investment Banking
  • Mergers and Acquisitions
  • Valuation
  • Pitch Book
  • Information Memorandum
  • Company Profile

Certification

  • Financial Modelling from IMS Pro School
  • Data Analytics: SAS from Orange Tree Global
  • NSE NCFM certification in Investment Analysis and Portfolio Management
  • NCFM certification in the Capital Market
  • NISM-Series-VII: Securities Operations and Risk Management Certification Examination

Additional Information

  • Wood Mackenzie
  • FactSet
  • Bloomberg
  • Capital IQ
  • Refinitiv Eikon
  • Mergermarket
  • IHS
  • Infralogic
  • Dealogic
  • Loan Connector
  • Factiva
  • M&A Monitor
  • Orbis

Accomplishments

  • Awarded multiple times as employee of the quarter in Genpact
  • Got GEM award in SG Analytics for the best performance and appreciation from clients
  • District winner in drawing competition

Languages

English
Advanced (C1)
Hindi
Advanced (C1)
Bengali
Bilingual or Proficient (C2)

Timeline

Investment Banking Associate (Manager)

Genpact
06.2019 - Current

Investment Banking Analyst

SG Analytics Pvt. Ltd.
04.2017 - 05.2019

Financial Analyst (Financial modelling)

SG Analytics Pvt. Ltd.
08.2015 - 03.2017

Assistant Manager

Prabhudas Lilladher Pvt. Ltd.
12.2013 - 07.2015

Junior Associate

Edelweiss Broking Ltd.
12.2012 - 11.2013

Derivative Analyst (Prop. desk)

East India Securities Ltd.
02.2012 - 11.2012

PGDM: International Finance -

AB Freeman School of Business, Tulane University

PGPM: International Finance -

Globsyn Business School (AACSB-accredited)

Bachelor of Science: Computer Science (Hons.) -

Calcutta University

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