Vrishali Tripathi
Investment Banking Senior Associate
Gurugram
Summary
Experienced Senior Associate at Acuity Knowledge Partners with 5 years of expertise. Specialized in industry overviews, pitch decks, competitive benchmarking, and target screening. Consistently delivers high-quality work. Seeking new opportunities to contribute to the success of a dynamic organization.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
2
2
Languages
Work History
Senior Associate
Acuity Knowledge Partners
Gurugram
12.2022 - Current
- Executing multiple high-caliber projects with expedited timelines across diverse sectors for investment banking clientele
- Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines
- Successfully managed multiple high-priority tasks simultaneously while maintaining strict deadlines ensuring optimal resource allocation
- Refining qualitative deliverables such as industry overview reports, value catalyst analyses, information memorandums, case studies, deal synopses, and company profiles
- Finalizing quantitative outputs including company trading comps, competitive landscape assessments, M&A transaction simulations, identification of potential acquisition targets, utilizing comprehensive databases
- Mentored and trained lower-level personnel
Associate
Cians Analytics
04.2022 - 11.2022
- Delivering multiple high-quality, quick turnaround projects across various sectors
- Preparing and finalizing qualitative projects including, industry overview reports, value drivers, information memorandums, case studies, deal summaries, and company profiles, among others
- Preparing and finalizing quantitative projects such as company trading comparable, competitive landscape & benchmarking, M&A deal runs, identifying potential buyers/targets through databases
- Regularly overseeing projects, providing training, mentoring, and guidance to junior resources
Senior Analyst
Cians Analytics
12.2020 - 03.2022
- Creating industry overview reports, information memorandums, case studies, deal summaries, company profiles, among others
- Creating company trading comparable, competitive landscape & benchmarking, M&A deal runs, identifying potential buyers/targets, through databases
- Actively being part of converting IB & PE pilot projects into clients
Investment Banking Associate
Nangia Andersen LLP
05.2019 - 12.2020
- Performing company valuation
- Preparing pitch books, information memorandum teasers
- Preparing outputs based on financial research and financial statement analysis
Intern
FA Fin Advisors Consulting Private Ltd
08.2018 - 09.2018
- Doing valuation of companies
- Conducted extensive research for startup company projects
- Prepared project feasibility reports and presentations to assist senior staff
Associate Manager
MASCOT Electromech Pvt. Ltd.
03.2016 - 06.2017
- Engaged in performing statutory financial compliances
- Maintaining books of accounts, preparing financial statements
- Doing bank liaising and credit monitoring by adhering to bank protocols and credit monitoring frameworks
Education
PGDM - Finance & Marketing
Doon Business School
Dehradun, India 07.2017 - 06.2019
PGDM - Accounting
Indira Gandhi National Open University
01.2014 - 12.2016
Skills
Communication
Microsoft PowerPoint
Microsoft Excel
Decision-Making
Critical Thinking
Analytical Thinking
Market Dynamics
Research abilities
Leadership
Team Management
Communication
Problem-solving abilities
S&P Capital IQ
Pitchbook
Certification
NISM V-A Mutual Fund, 2018
Timeline
Senior Associate
Acuity Knowledge Partners
12.2022 - Current
Associate
Cians Analytics
04.2022 - 11.2022
Senior Analyst
Cians Analytics
12.2020 - 03.2022
Investment Banking Associate
Nangia Andersen LLP
05.2019 - 12.2020
Intern
FA Fin Advisors Consulting Private Ltd
08.2018 - 09.2018
PGDM - Finance & Marketing
Doon Business School
07.2017 - 06.2019
Associate Manager
MASCOT Electromech Pvt. Ltd.
03.2016 - 06.2017
PGDM - Accounting
Indira Gandhi National Open University
01.2014 - 12.2016