I have 5+ years of experience in company and industry analysis based on secondary research. I have also worked with an Investment Banking boutique firm specializing in fund raising and M&A where I have been involved in preparing pitch books and investor presentations for fund raising deals.
I am an MBA in Finance/ marketing (Dual Specialization) and have passed CFA ? Level 3 exam.
I am proficient in the use of research tools such as Factiva, Onesource, Lexis Nexis and Bloomberg.
Company analysis: Research on individual companies be it competitive intelligence, customer profiles or vendor research. Extensive research on the company?s strategies, the financial performance and the challenges and issues regarding the industry environment of the company. It also includes analyzing the current prospects and forecasting the future potential for the company.
Industry analysis: Detailed insights into new sectors, covering details such as market size, growth prospects, competition, business opportunities, regulations etc. Also including research on the industry?s past trends and the current prospects. It also includes the forecasting the future prospects based on an extensive analysis on the industry and the sector.
Other ad hoc customized reports as required, financial modelling and analysis.
Passed 3 Levels of CFA in 1st attempt
2009 - 2011