Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Vishal Yadav

Vishal Yadav

New Delhi

Summary

Experienced Senior Analyst with 2+ years in Investment Banking, skilled in comprehensive research including comparable company analysis, benchmarking, and company profiling. Pursuing CFA to enhance impact in finance sector opportunities.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior Analyst - Investment Banking

Evalueserve
Gurgaon
01.2024 - Current
  • Performed comparable company analysis, operational and financial benchmarking and ad hoc research for the Healthcare sector
  • Developed customized output/templates to meet specific client requirements
  • Executed ad-hoc client requests for a US-based investment bank
  • Spearheaded profiling training for the 5+ incoming analysts as part of their training program and performed quality checks on client deliverables

Business Analyst - Investment Banking

Evalueserve
Gurgaon
08.2021 - 12.2023
  • Evaluated share price performance and industry/peer valuation multiples to offer valuable financial perspectives
  • Updated pitchbook slides, capitalization tables, financial summaries and debt information to support business presentations
  • Created company profiles and strip profiles for both private and public companies Utilized databases like FactSet, Capital IQ, Thomson One, and Factiva for data-driven research and company benchmarking for target company and its peers
  • Efficiently oversaw the allocation queue, streamlining client requests by evaluating effort requirements and effectively conveying deadlines to the banker

Deputy Manager - Business Banking

ICICI Bank
Delhi
04.2019 - 08.2020
  • Management of Trade & High Value SME customers for their Business Banking requirements
  • Complete life cycle management of the customer
  • Facilitate customer trade transaction and ensure straight through processing
  • Catering to customer limits requirement of pre-shipment and post shipment finance
  • UP- Sell of treasury solution such as Forwards & Options to trade customer
  • Monitoring and reduce compliance pending of bill of entry and export bills

Education

CFA Level I -

CFA Institute
01.2021

MBA (Marketing & International Business) -

GGS Indraprastha University, Delhi
01.2019

B.Sc. (Computer Science) -

Shivaji College (DU)
Delhi, DL
01.2016

Skills

  • Powerpoint
  • Excel
  • Company valuation
  • Financial statement analysis
  • DCF
  • Financial Modelling
  • Python (Pandas, NumPy & Matplot)

Certification

  • Learned Financial Modeling from The Wall Street School in July 2021
  • Completed a MOOC on Programming for everybody (Python) in Feb 2018

Timeline

Senior Analyst - Investment Banking

Evalueserve
01.2024 - Current

Business Analyst - Investment Banking

Evalueserve
08.2021 - 12.2023

Deputy Manager - Business Banking

ICICI Bank
04.2019 - 08.2020

CFA Level I -

CFA Institute

MBA (Marketing & International Business) -

GGS Indraprastha University, Delhi

B.Sc. (Computer Science) -

Shivaji College (DU)

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Vishal Yadav