Vaishali Jain
Delhi
Summary
Experienced Lead Analyst with a strong background in financial analysis and modeling. Skilled in client interaction and managing expectations. Demonstrates initiative, self-leadership, and consistently striving for process improvement and efficiency enhancements
Overview
10
10
years of professional experience
1
1
Certification
Work History
Lead Analyst
Evalueserve
09.2021 - Current
- Promoted to Lead Analyst since Jan 2024
- Handling the "Leveraged Finance" team for a Canada-based commercial bank
- Co-ordinate closely with bankers to provide transaction support; draft tearsheet entailing historical financials, capital structure, and debt holder analysis
- Collate daily bond and loan issuances in high-yield and investment-grade markets in United States using LCD, CreditSights, Loan Connector
- Create / draft covenant analysis for high-yield bonds and credit facilities
- Create / update credit financial models quarterly
- Perform historical financial analysis of companies from various industries & review their performance every quarter
- Databases: CapIQ, Mergermarket, Bloomberg, LCD (Pitchbook), CreditSights, Loan Connector, CreditFlow
- Awards: "You Make A Difference" award for excellent performance (2 times).
Business Analyst
Genpact
08.2018 - 09.2021
- Part of Energy & Power team supporting an investment bank
- Prepared one to multi pager company profiles of both public and private companies
- Created and updated trading and transaction comparable spread
- Financial and operating benchmarking
- Worked on Pitch books and conducted analysis & performed quality check
- Industry research slides including industry overview, trends, key players, outlook
- Worked on scenario analysis and case study analysis including M&A and IPO case study
- Databases: Factset, Mergermarket, Wood Mackenzie, Inframation, Factiva, IHS Connect
- Awards: Silver Award (2 times), Star of the Year Award
Financial Analyst
Swami IT Services Pvt. Ltd
08.2016 - 04.2018
- Preparation of charts and graphs, formula building, company screening using database
- Analysis of financial statements including Income Statement, Balance Sheet and Cash Flow Statement of all real estate portfolio
- Calculating Net Worth, Cash Flows, IRR, NPV, Annual Debt Service & custom ratios
- Doing detailed quality checks for all financial statements prepared and presented to the management.
Assistant Payroll Associate
PeopleStrong HR Services Pvt. Ltd.
07.2014 - 05.2015
- Employment included a training period of 4 months
- Maintained payroll information by collecting, calculating and entering data
- Updated payroll records by entering changes in exemptions, insurance coverage, savings deductions and job title and department/division transfers
- Prepared reports by compiling summaries of earnings, taxes, deductions, leave, disability and non taxable wages
- Appraised for being a "Quick Learner" and "Handling Clients Well".
Education
CFA Level 2 Cleared -
CFA Institute
01-2020
B.Com (Hons) -
Kirorimal College, Delhi University
01-2014
Senior Seconday -
RPVV, Delhi
01-2011
High School -
SKV, Delhi
01-2009
Skills
- Financial Modelling
- Advanced Excel
- Time Management
- Attention to Detail
- Financial Analysis
- Research
- Communications
- Basic SQL & Python
- Tableau
Certification
- Financial Modelling
- Microsoft PowerBI
Timeline
Lead Analyst
Evalueserve
09.2021 - Current
Business Analyst
Genpact
08.2018 - 09.2021
Financial Analyst
Swami IT Services Pvt. Ltd
08.2016 - 04.2018
Assistant Payroll Associate
PeopleStrong HR Services Pvt. Ltd.
07.2014 - 05.2015
CFA Level 2 Cleared -
CFA Institute
B.Com (Hons) -
Kirorimal College, Delhi University
Senior Seconday -
RPVV, Delhi
High School -
SKV, Delhi