Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Vikalp Kumar

Delhi

Summary

Detail-oriented finance professional with 2 years of hands-on experience in financial modeling, equity research, and investment analysis. Proficient in evaluating financial statements, building valuation models, and generating investment theses. Passed CFA Level 1 and currently pursuing Level 2. Adept at synthesizing macroeconomic trends and sector-level insights into actionable investment recommendations. Committed to delivering data-driven, high-quality analysis to support portfolio managers and institutional investment teams.

Overview

3
3
years of professional experience

Work History

Junior Research Associate

S&P Global
11.2022 - Current
  • Collaborate with multidisciplinary teams to enhance and maintain financial models, forecasts, and budgets for publicly listed companies.
  • Conduct trend analysis by reviewing historical financial reports to support accurate forecasting.
  • Ensure timely client support by assisting in the filing of financial reports within six hours.
  • Standardize financial statements after thorough examination of business models submitted by investment banks.
  • Present financial reports, variance analyses, and key performance indicators (KPIs) to management, aiding in strategic decision-making.
  • Perform detailed financial modelling and analysis, focusing on balance sheets, cash flows, income statements, revenue drivers, and operational metrics to identify improvement opportunities for the multiple Team. Mentor and train new team members to integrate them into processes while ensuring their performance aligns with team standards.
  • Undertake specialized projects involving Discounted Cash Flow (DCF) and relative valuation for key sectors and organizations.
  • Support clients in real-time updates by providing customized reports on significant financial events. Monitor and analyze earnings calls and management commentary to extract actionable insights for stakeholders.
  • Lead initiatives to improve data accuracy, streamline financial modelling processes, and enhance team productivity through automation and optimization tools.
  • Built and maintained comprehensive financial models covering income statements, balance sheets, and cash flow projections.
  • Identified and addressed discrepancies in financial data while ensuring compliance with industry standards. Conducted peer comparisons, ratio analysis, and benchmarking to provide insights for investment decisions.

Education

CFA Level 1 (Passed) -

07/2022
07-2022

B.A. (Hons) - Economics

01/2020
07-2020

Skills

  • Financial analysis and modelling
  • Ratio analysis
  • Relative valuations
  • Equity research
  • Discounted cash flow (DCF)
  • Advanced Excel skills
  • Team collaboration
  • Microsoft PowerPoint
  • Presentation development
  • Capital IQ proficiency
  • Bloomberg basics
  • Analytical thinking
  • Time management
  • Effective communication
  • Multitasking skills
  • Attention to detail

Accomplishments

  • Conducted a complete investment thesis on RBA(Burger king), including industry analysis, financial modelling, and strategic insights.
  • LDTI and IFRS Compliance Led the financial hierarchy overhaul for an insurance company, ensuring full compliance with LDTI and IFRS 17 standards.
  • Project Renaissance Conducted a comprehensive analysis of financial statements, ensuring data accuracy and alignment through meticulous data clean-up.
  • Engaged in CSR activities by mentoring children and fostering teamwork through model-building exercises.

Timeline

Junior Research Associate

S&P Global
11.2022 - Current

CFA Level 1 (Passed) -

07/2022

B.A. (Hons) - Economics

01/2020

Similar Profiles

CREATE PROFILE
Vikalp Kumar