Achievement-driven professional with experience of over 7 years of handling buy/sell side, private equity/venture capitalists, and financial institutional clients across the US, Europe, and Middle East region A dynamic professional with experience in Equity Capital Market Transactions, Private Equity, Project Finance, Capital Requirements, Debt Restructuring and Building Business Verticals .
SKILLS
Financial Modelling and Valuation, Preparing deal marketing materials such as CIMs, pitchbooks, teasers, etc., M&A
Project Finance, Fundamental Analysis, Corporate Finance, Portfolio Management, Fixed income securities, Derivatives, Financial Management
PE/VC/Hedge Funds/Real Estate Funds Equity & Fixed Income Research Buy & Sell side Transaction Advisory Strategic Business Consulting Pitchbook/Information Memorandum International Business Development
Investment Banking Corporate Finance Financial & Business Analysis Financial Modelling (DCF, Relative Multiple)
Core Competancy : C Fund Raising & Debt Syndicaon • Capital Markets Issuances- Debt & Equity • Bank & Credit Rang Agency relationships • Private Equity/Merger & Acquisi�on Financial Planning & Analysis • Finance Controller & Audit Supervision • Liquidity & Capital Management • Financial Risk Management • Investor Relations • Process Automation & Integration
Role 1 : Vice President Investment Banking
- Actively involved in drafting of an appropriate positioning story of the company for the international investors – Conducted a detailed valuation analysis which was presented to the syndicate and the management
- Work closely with investment/product teams to understand strategy, process and data, and ensure everything is accurately reflected in well designed and presented marketing collateral Coordinate with the firm’s legal and compliance teams to get necessary sign- offs/approvals on client-related documents
- Ideation, evaluation, marketing and monitoring of investments across asset classes (MFs, PMS, AIFs, Private Markets)
- Planning and budgeting on five year, annual and quarterly basis; Board / investor relations management ▪ Hunting for M&As and investments to bring complimentary capabilities ▪ Exploring new South East Asian markets for market entry; Met C level executives of top
- Conducted deep due diligence on ~50+ companies, leading to initial investments in 20+ start-ups worldwide, and 20+ follow-on rounds. Since then, 6+ companies have gained unicorn status
- Consulting projects for portfolio companies on company strategy,M&A,acqui- hiring, international expansion, product roadmap, pricing strategy, procurement, business planning etc.
- Addressing investor queries regarding performance of the Fund and its portfolio companies. Catering to retail HNI and FPI investors
- Fundamental analysis: Industry and competitive landscape analysis, business model study, identifying key revenue and cost drivers, earnings quality and management analysis. – Interact with company management and sell side analysts to gather information, insights and views for a holistic analysis of securities.
- Preparing investment materials for potential investments that include financial analysis, market research, due diligence findings and returns analysis
- Involved in structuring and negotiating private equity and Mergers & Acquisition transactions Involved in financial consultancy for restructuring and business expansion (advisory)
Role 2 Investment Analyst Family House
- Analyze and rate companies based on their performance on E, S and G parameters, engage with management to drive ESG policies and benchmarking companies relative to peers.
- Initiate coverage, track current holdings and recommend new investment opportunities to generate alpha – Fundamental research and analysis, financial modelling and projections, ESG analysis and benchmarking.
- Onboard new funds and playing an active role in promoting funds Develop, generate, and maintain periodic research reports/monthly strategy reports/marketing pitch reports Working with the Investment Advisory team to generate fund focus lists based on quantitative and qualitative analysis
- Advising the leading data center company on potential fund raising by strategic player / Private Equity
- Conducting due diligence and data analysis, fund research and selection, developing recommendations, and supporting overall portfolio management and research activities
- Part of the investment team evaluating a potential funding opportunity in a mid-cap Indian IT company located in Hyderabad – Validated growth assumptions built in the financial model through an assessment of macro business trends of target industry
- Worked on building over 30 financial models including merger, DCF, LBO, and detailed operating financial models
- Conceptualized methodology to address key company risks and potential mitigation strategies
Buy Side Analyst Investment Firm
- Currently handle over 6 private equity clients. Have also worked with over 5 investment banking/advisory clients as an Associate Responsible for on the job training and development of analysts and associates Contribute towards the recruitment and training of new hires
- Deal Sourcing, collateral preparation, management roadshows, negotiations, valuation, assistance in DD and definitive agreements
- Strategic advisory to a leading dialysis service provider in India – Advised a leading dialysis chain operator on a potential cross-border acquisition by a US strategic player
- Restructuring of a Structured Debt of INR~225 Cr. without downgrading the asset under revised DP
- Assisting in maintaining, rebalancing, and reporting performance attributes, quantification of risk exposures, and supporting investment decisions across investment portfolios
- Preparing and maintaining financial models to monitor new investment deals along with existing portfolios and investments
- Have built over 35 pitchbooks and CIMs on healthcare related deals Worked on over 20 deals in the consumer products and discretionary sector
