Venu Mohan Varanasi
Mumbai
Summary
Dedicated finance professional having a diverse experience of 2.5+ years working in Public & Private Equities while having a work ethic of continuous learning & improvement. Currently a CFA Level 2 candidate.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Private Equity Analyst
CapData
Mumbai
01.2023 - 01.2024
- Tracked, monitored and maintained lists of PE Targets, latest deals, precedent transactions and company news flows.
- Maintained and updated profiles of key investors being PEs, VCs, LPs, Family Offices, HNIs and related investors.
- Heavily involved in consolidating data from external providers (Orbis,Preqin, S&P CaplQ, Zephyr) and building an entity automated reconciliation system involving a set of rules powered by ML algorithms for the purpose of deduplication of entities in the database and testing it rigorously for enhancements and removal of bugs.
- Continuously involved in improvements/enhancements in the client-end product in collaboration with the development team.
- Leveraged in depth knowledge of sectors (TMT, Consumer) by allocating sectors and activity description of Target entities and tracking transactions between PE firms and PE Targets including the bidders, transaction parties, Advisors involved, deal & target financials/KPIs and valuation metrics like EV/EBITDA, Net Debt, Market Cap, Deal Value, Minority consideration,etc of a given deal.
Data Research Analyst
Morningstar India
Navi Mumbai
06.2021 - 01.2023
- Collected Business/Geographical Segment Information of listed companies with global coverage and having a main focus on US, UK, Canada & Singapore markets
- Performed regular & timely quality checks and ensured smooth delivery of data to clients on a timely basis with follow-up actions as well if any required
- Leveraged SQL and Excel skills by extracting data from the database using queries and performing rigorous quality checks and preparing comprehensive data quality reports and statistics.
Education
Bachelor's in Financial Markets -
K.P.B Hinduja College of Commerce
Mumbai06.2021
Skills
- Data Analysis
- Microsoft Excel
- Financial Statement Analysis
- SQL (Basic)
- Financial Modelling & Valuation
Certification
- CFA Level 1
- Financial Modelling & Valuation
- Microsoft Advanced Excel
Timeline
Private Equity Analyst
CapData
01.2023 - 01.2024
Data Research Analyst
Morningstar India
06.2021 - 01.2023
Bachelor's in Financial Markets -
K.P.B Hinduja College of Commerce
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