Sumeet Jain
Delhi
Summary
Motivated professional demonstrating strengths in diverse research methodologies and financial analysis. Adapts to changing demands through effective problem-solving and teamwork. Committed to bringing a proactive approach to support strategic business objectives.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Associate
Acuity Analytics
10.2021 - Current
- Conducted comprehensive company and industry research to uncover key trends, growth opportunities, and competitive dynamics influencing global markets.
- Researched ER reports, broker notes, credit ratings, PIBs, and M&A company updates.
- Translated client objectives into clear deliverables with prioritised requirements and constraints.
- Assisted clients in IT, BPO, telecom, consumer, pharma, and infrastructure sectors by delivering tailored solutions to meet specific needs.
- Utilised diverse research sources including company reports, industry publications, regulatory filings.
- Database knowledge: Capital IQ, Refinitiv, Factset, Merger Market, Factiva, etc. Collaborated with cross-functional team to deliver high-quality research projects within stringent timelines.
- Took full responsibility for maintaining quality standards within tight deadlines.
- Reviewed work of junior associates, identified knowledge gaps, corrected mistakes, and implemented recommendations to enhance overall performance and knowledge retention.
Financial Analyst
Xoriant Solutions Pvt. Ltd.
08.2019 - 10.2021
- Collected and managed reference data through secondary research using various resources including open databases, Bloomberg, Reuters, SEC filings, and corporate sites.
- Captured and tracked corporate actions including mergers and acquisitions, stock splits, spin-offs, and liquidations from stock exchanges and annual reports.
- Collecting various identifiers of security identification schemes (CUSIP, SEDOL etc.), industry classification schemes NACE, SIC, NAICS etc.), legal attributes, legal form, geographical attributes, country of risk and country of reporting currency etc.
- Mapped security and issuer hierarchy, updating information from approved sources such as stock exchanges and regulatory authorities.
- Understanding & working knowledge of various countries Financial Regulatory bodies such as SEC Filing (US), Companies house (UK),Handle Register (DE), etc.
Equity Advisor
ICICI Securities Limited
09.2018 - 04.2019
- Financial statement analysis and find investment opportunities using valuation techniques such as relative valuation, DCF and sum of parts method.
- Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.
- Create sound investment solutions, developing high levels of market growth, and facilitating effective financial management strategies to increase portfolio value.
- Equity research using ratio analysis. Future projections of the stocks based on past trends and key revenue drivers to make investment decisions.
Education
MBA - Finance
Guru Gobind Singh Indraprastha University
Delhi01-2019
B.com - Accounting
Manav Rachna International University
Faridabad01-2016
Skills
- Financial analysis
- Market, Company and Industry research
- Soft Skills: Relationship-Building, Problem Solving,Team-work, Flexibility,Time Management,
Client Communication
- Tools: S&P Capital IQ, Factiva, Refinitiv and MergerMarket
- Soft Skills: Relationship-Building, Problem Solving, Team-work, Flexibility, Time Management, Client Communication
Languages
English
Advanced
C1
Hindi
Advanced
C1
Certification
Investment Banking Program, The Wall Street School
Custom
linkedin.com/in/sumeet-jain-42232bbb/
Timeline
Senior Associate
Acuity Analytics
10.2021 - Current
Financial Analyst
Xoriant Solutions Pvt. Ltd.
08.2019 - 10.2021
Equity Advisor
ICICI Securities Limited
09.2018 - 04.2019
MBA - Finance
Guru Gobind Singh Indraprastha University
B.com - Accounting
Manav Rachna International University