Shekhar Kaushik
Delhi
Summary
Detail-oriented individual with knowledge of Project Management Processes. Strong finance and research professional focused in investment services including in depth research, stakeholder management and presentation skills, seeking employment opportunities with an organization of repute to pursue a highly rewarding career.
Overview
7
7
years of professional experience
Work History
Senior Deputy Manager
ICICI Bank
New Delhi
07.2023 - Current
- Responsible for obtaining completing and maintaining all Regulatory KYC documentation for all clients in accordance with the Bank’s guidelines and bank compliance.
- Providing high value business critical KYC Technical support to the bank Relationship Team.
- Liaison directly with client service managers to gather KYC information, maintaining a professional manner and delivering excellent client service while managing potentially sensitive client information.
- Responsible for maintaining a high standard of accurate, up to date client information during all Stages of the client management, in order to protect the Bank and our clients from financial crime.
- Use of strong problem solving and team working skills to resolve complex, High priority cases, while ensuring the Bank’s regulatory requirements are always met.
- Responsible for onboarding new clients, training newcomers in team.
Associate
Acuity Knowledge Partners
Gurgaon
03.2021 - 09.2021
- Supporting M&A deals across various geographies like the US, UK, and Europe region for different sectors including automobile, pharma, TMT, etc.
- Preparing company profiles/presentations ranging from strip profile to one pager to multiple pages that aggregate the research assessments and conclusions on M&A opportunities for Executive and Board-level review.
- Executing trading and precedent transaction analysis of companies for relative valuation through computation of EV/EBITDA and EV/Revenue multiples, financial and operational benchmarking, Valuation, and other client-specific analysis.
- Deep research using various resources like Google, company websites, databases to provide the best results and presentation.
- Collecting and consolidating company and industry data.
- Performing Financial Statements Analysis (Income Statement, Balance Sheet, Cash Flow analysis) from the company's annual and quarterly reports.
- Preparing and maintaining industry and company-specific newsletters on a weekly basis.
Senior Business Analyst
Green Infosoft Pvt Ltd
Noida
06.2017 - 09.2020
- Responsible for providing various financial and business research products to clients across the US, UK, and Europe region.
- Regular interaction with clients to ensure efficient process management and effective client support.
- Deep down research using various resources like google, company websites, databases to provide the best results and presentation.
- Performing Financial Statements Analysis (Cash Flow analysis, Balance Sheet, Income Statement) from company’s annual and quarterly reports.
- Preparing Company Profiles focusing on Business overview, Segmental Information, Key Financials, Management Bios, Product Overview, Share Price Chart, M&A Comp, Strategic Rationale and SWOT Analysis that aggregates the research, assessments, and conclusions on M&A opportunities for management review.
- Executing trading and precedent transaction analysis of companies for relative valuation through computation of EV/EBITDA and EV/Revenue multiples, financial and operational benchmarking, Valuation, and other client specific analysis.
- Maintaining and updating financial models.
- Collecting and consolidating company and industry data.
- Preparing and maintaining industry and company specific newsletters on weekly basis.
Education
Post Graduate Diploma in Project Management -
Fleming College
Ontario, Canada09-2022
MBA -
University School of Management Studies GGSIPU
New Delhi, India05-2017
Bachelor of Computer Applications -
Bharati Vidyapeeth Deemed University
New Delhi, India05-2013
Skills
- Financial Modeling
- Relative Valuation
- KPIs
- Business Development
- Report Writing
- Benchmarking
- Research
- Project Management
- Stakeholder Management
- Risk Management
- Presentation
- MS Office
- Agile
- Waterfall
- S&P Capital IQ
- Factset
- Mergermarket
- Bloomberg
PROJECT
ENACTUS KEY TO ME
The project was about creating the student career blogs for a learning platform Enactus. As a Project Manager, I was responsible for managing the whole project including planning, executing, monitoring,
controlling, closing the project. Key tasks involved were managing the stakeholders, identifying the risks, recording the events, and completion of the project successfully.
Timeline
Senior Deputy Manager
ICICI Bank
07.2023 - Current
Associate
Acuity Knowledge Partners
03.2021 - 09.2021
Senior Business Analyst
Green Infosoft Pvt Ltd
06.2017 - 09.2020
Post Graduate Diploma in Project Management -
Fleming College
MBA -
University School of Management Studies GGSIPU
Bachelor of Computer Applications -
Bharati Vidyapeeth Deemed University
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