Vijay Puri

· Working on deep dive company profiles, pitch books, M&A case studies, company & transaction screenings, and company benchmarking

· Preparing detailed industry overview covering market trends, drivers and futuristic growth opportunities

· Working on trading comparable, and precedent transaction analysis, management biographies, and annotated share price chart

· Working on various Ad-hoc requests requiring deep secondary research

· Training juniors on above deliverables and performing quality checks

· Preparing daily allocation, queue and efficiency stats

· Supporting Manager/ Senior Manager in managing and delivering projects

· Use AI Generative tools including ChatGPT and other internal tools to be more efficient and

effective at work

· Hands-on experience of working on databases such as Capital IQ (Aftermarket Research and Capiq Pro, Pitchbook, Mergermarket, Technavio, Frost & Sullivan, Euromonitor, Alpha Sense and Factiva)

· Received a Performance award in H2 2020, H2 2022 and H1 2023 for valuable contribution to the project

Received multiple You Make a Difference badges for working on multiple projects and adapting quickly to work scenarios and emphasizing on quality

· Extending consultancy support in Industry Research, performing secondary research and benchmarking exercises

· Work types include creating earnings summaries, company & strip profiles, financial analysis and benchmarking (operational and financial), capitalization table, credit ratings summary & analysis and trading comparable

· Conducting ratio analysis and calculating valuation multiples to analyze the performance of a company with-in industry

· Companies screening and precedent transaction screening using Factset and Capital IQ

· Scoping project, allocating work and interacting constantly with client via both emails and phone

· Hands-on experience of working on databases such as Factset, Capital IQ, Pitchbook, Thomson Eikon and Mergermarket

· Handling projects that involves creating detailed company profiles and newsletters to help clients in their decision making, business planning and client targeting exercises

· Conducting financial and operational benchmarking exercises and creating annotated stock charts, preparing management/executive profiles

· Working on comparable company and precedent transaction analysis

· Filtering of relevant news related to mergers & acquisitions, management, material company announcements from web search and databases

· Tracking consensus estimates over time for specific companies, consolidating broker views/estimates, preparing manual consensus

· Scoping project, allocating work and interacting constantly with client via both emails and phone

· Databases Used: Capital IQ, Factset, Merger Market, Factiva, Privco and others

· Extending consultancy support in creating company profiles, strip profiles and industry slides

· Conducting financial and operational benchmarking to analyze the performance of a company

· Creating annotated stock charts, TRS & through the cycle charts, preparing management/executive profiles

· Conducting ratio analysis and calculating valuation multiples

· Training, managing and conducting quality checks of new joiner's working in the team

· Communicating with the internal teams across multiple geographies

· Databases Used: ThomsonOne, Capital IQ, Factiva, One Source and others

· Projects include preparing company profiles, operational benchmarking exercise, preparing stock annotation chart and other ad hoc research activities

· Updating weekly and monthly news letter

· Interacting with clients/consultants on a regular basis to scope out research requests, discuss timelines, seeking clarifications, update on progress, share deliverable, seek feedback

· Working on adhoc research based projects as per client requirements

Working on different databases such as Capital IQ, Thomson, One Source and Reuters