Yash Jain

• Drove execution of live transactions by managing deal timelines, aligning deliverables across internal and external teams, and ensuring on-time closure of all key workstreams.
• Produced investor-ready presentations that translated complex financial and operational data into compelling narratives, highlighting historical performance, growth drivers, and upside potential.
• Led deep-dive due diligence on potential investments - covering financial, operational, and market assessments, to uncover risks, validate assumptions, and identify value-creation levers.
• Built robust financial models for live mandates, including DCF valuations, trading comparables, and integrated three-statement models, directly supporting negotiation and pricing strategies.
• Authored comprehensive investment memorandums and delivered them to prospective investors, effectively securing interest and advancing transaction discussions.
• Engineered a workforce attrition analytics framework by processing more than 50K trainee records, pinpointing high-impact churn drivers and generating actionable retention strategies for clients.

- Researched macroeconomic, industry and company-specific data using Bloomberg and S&P Capital IQ.

- Learned to conduct comprehensive financial analysis of potential investment opportunities, including due diligence on 5 target companies

- Utilized financial spread templates to gauge historical performance and health of potential target companies

- Utilized tools such as Excel and financial software to streamline data management processes

- Learned to build LBO models through study; hands-on experience including building and discussing small-scale models with supervisor.

- Developed 3 small scale LBO models with 5 year exit strategies, improving return by 5%, using existing company parameters.

- Initiated direct communication with CEO of overseas target company, advancing relationships and facilitating transparent discussions.

- Mapped over 50 plants and factories to illustrate transportation and shipping routes.

- Collaborated on meetings with existing portfolio companies ensuring timely communication and ongoing support for business growth.

- Employed Python libraries, including NumPy and Pandas, to effectively manage and analyze extensive databases sourced from partners and customers.

- Utilized Python programming for rigorous back-testing of historical market options, with a specific emphasis on evaluating Greeks.

- Applied advanced Excel techniques, such as pivot tables, macros, filters, and VBAs, to perform daily data analysis, ensuring accuracy and extracting actionable insights.

- Developed and tested custom trading algorithms based on meticulous back testing, calculating essential trading metrics, including share ratio, Calmar, ROI, and Cost of trading.

- Engineered algorithms designed to reduce yearly draw-down in intraday trading to under 2%, elevate the success rate to 75%, and project an annual ROI of 58%.

- Ensured data integrity by cleaning up program-generated data and presenting results through dynamic charts and figures, demonstrating the efficiency and accuracy of the algorithm.

- Implemented data scrubbing and backup procedures using the Pandas library, preserving data integrity throughout extraction, manipulation, and processing phases.