Shubhi Sethi
Gurgaon
Summary
Dynamic financial analyst with over 7 years of expertise in M&A activity analysis and team leadership. and team leadership. Excels in project tracking and delivering high-quality client presentations. Recognized for enhancing research accuracy, to drive strategic recommendations that support investment decisions.
Overview
8
8
years of professional experience
Work History
Assistant Manager
Genpact
Gurgaon
06.2022 - Current
- Conducted secondary research to create comprehensive company profiles, including business model, market positioning etc.
- Analyzed financial performance of companies leveraging their regulatory filings, earnings calls, broker research reports and financial databases
- Performed ad-hoc investment research tasks such as peer benchmarking and company screening for client
- Synthesized qualitative and quantitative data into actionable insights for pitchbooks and strategic advisory deliverables
- Prepared production trackers to monitor project progress and timelines
- Evaluated client feedback to identify areas for improvement in services provided
- Managed M&A activity analysis to support deal evaluation processes.
- Utilized financial databases to enhance research accuracy and depth
Research Associate
Acuity Knowledge Partners
Gurgaon
12.2021 - 06.2022
- Company profiling for internal & client presentations
- Company valuations using trading comps & precedent transactions; delivered actionable insights through valuation analysis
- Created newsletters, pitchbooks, and information memorandums tailored for client distribution.
- Other tasks incl. ESG research, analyzing share price performance, company screening, industry analysis, etc. to support investment theses and strategic recommendations
- Monitored and managed project timelines to ensure timely delivery of client deliverables while maintaining high-quality standards
Quality Analyst Head (Team Lead)
Evelyn Learning System
Delhi
05.2020 - 07.2021
- Managed a team of 10-15 Quality Analysts in Financial Research domain
- Prepared SOPs and quality parameters to educate the team on project compliance and key deliverables
- Undertook daily work allocation and pipeline creation tasks, performed resource utilization analysis to evaluate team performance
- Client communication on regular intervals to understand better project requirements & feedback
Research Associate|Associate Team Lead
Great Champ Technologies
Jaipur
08.2017 - 10.2019
- Engaged in financial and non-financial research and analysis, valuation,
financial performance reporting and projections - Promoted as ATL and entrusted with team management responsibilities
Education
CS-Professional -
ICSI
08-2017
B.COM -
MDS University
01-2013
Some College (No Degree) - CA-Intermediate
ICAI
Skills
- Financial analysis
- Company valuation
- M&A activity analysis
- Project tracking
- Industry research
- Team leadership
- Team Handling
Database Knowledge
- FactSet
- Cap IQ
- Factiva
- Pitchbook
- MergerMarket
- Crunchbase
- Bloomberg
Timeline
Assistant Manager
Genpact
06.2022 - Current
Research Associate
Acuity Knowledge Partners
12.2021 - 06.2022
Quality Analyst Head (Team Lead)
Evelyn Learning System
05.2020 - 07.2021
Research Associate|Associate Team Lead
Great Champ Technologies
08.2017 - 10.2019
CS-Professional -
ICSI
B.COM -
MDS University
Some College (No Degree) - CA-Intermediate
ICAI
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