Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Personal Information
Extracurricular Activities
Projects
Training
Timeline
Generic

Subham Bothra

Mumbai

Summary

Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth. [Job Title] successful at evaluating and distilling complex financial data. Excels at cultivating and maintaining strong client relationships. Stays current on developments across multiple industries to best serve clients with fresh, accurate and relevant information and mitigate potential impacts.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Investment Banking Analyst

Jean Martin
Mumbai
08.2023 - Current
  • Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions.
  • Created detailed technical reports highlighting findings to diverse stakeholders.
  • Prepared detailed pitchbooks, presentations and marketing materials for potential clients.
  • Analyzed company performance metrics including cash flow, earnings growth, operating margins and debt levels.

Prepared a detailed economic, industry and company analysis report for three Indian companies in NBFC sector

SBI Capital Markets Ltd.
04.2022 - 06.2021

Education

Class XII -

Mother's Public School
01.2016

Class X -

Ruchika High School
01.2014

PGDM - BKFS -

T A Pai Management Institute

B. Com (honors) -

Symbiosis Institute of Arts and Commerce

Skills

  • Microsoft Excel
  • Due Diligence
  • Financial Modeling
  • Securities Valuation
  • Statement Review
  • Chart and Graph Preparation
  • Word Processing
  • Economic Trends
  • Data Interpretation
  • Mergers and Acquisitions

Certification

Level 1 CFA certified, 2019, CFA Institute, USA

Accomplishments

  • 2nd Runners-up in CESIM ELITE INDIA 2022 case-based competition among top 12 teams across the country
  • 1st Runners-up in Bloomberg Intra-college Olympiad, 2022 based on company valuation among top 17 teams at TAPMI
  • Awarded with Gold Medal in Accountancy and Business Studies in 12th standard, 2016, for scoring the highest marks

Personal Information

  • Age: 24 Years
  • Gender: Male

Extracurricular Activities

Volunteered for Nirmalya Trust (NGO) to set up stalls and manage products made my differently abled people Won the best team and best product award in Toxin Free Lifestyle (TFL) among 80 teams Participated in Poornam Eco Vision (NGO) to spread awareness about importance of waste segregation in schools all around Pune Represented my school team in sports like cricket and basketball and was a part of college basketball team Certified Disk Juggler (DJ) with sharp and deep understanding of electronic music industry

Projects

Portfolio Creation, 03/2022, Created a portfolio of five stocks using different statistical metrics and analyzed how returns of a portfolio can vary in different scenarios and how to adjust for the same by active investment (flexi-cap adjustment)

Training

BSE Training - Portfolio Management and Technical Analysis, 07/2022

Timeline

Investment Banking Analyst

Jean Martin
08.2023 - Current

Prepared a detailed economic, industry and company analysis report for three Indian companies in NBFC sector

SBI Capital Markets Ltd.
04.2022 - 06.2021

Class XII -

Mother's Public School

Class X -

Ruchika High School

PGDM - BKFS -

T A Pai Management Institute

B. Com (honors) -

Symbiosis Institute of Arts and Commerce
Subham Bothra