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Anupama S.

@AnupamaShukla

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Financial Research Analyst

$4 USD / Hour

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India (10:02 AM)

Joined on February 5, 2009

$4 USD / Hour

CAREER OBJECTIVE Seeking a position as Financial Analyst where proven data analysis, financial analysis, project management and research skills will add value to the organization. PROFESSIONAL QUALIFICATIONS Chartered Financial Analyst (CFA) Level II Candidate Jun 2012 Chartered Financial Analyst (CFA) Level 1 Passed Jun 2010 Management of Business Finance (MBF) 2004 - 2006 Indian Institute of Finance, New Delhi, India Majors: Corporate Finance, Project Management, Capital Markets Investment and Portfolio Management, Quantitative Techniques Bachelor of Commerce 2000 - 2003 Ravi Shankar Shukla University, Raipur, India Majors: Accounting, Auditing, Statistics, Economics PROFESSIONAL EXPERIENCE Analyst Adventity Global Services Pvt. Ltd Thane,Mumbai, India Sep 2006- Mar 2008 Ø Part of investment banking research team working on sell side of business Ø Conducted and executed financial analysis of companies to assist investment bankers in identifying various business opportunities like mergers & acquisition related advisory Ø Reviewed, analysed, conducted and communicated financial and business data focussing on the key financial parameters, business activities, management profile and investment highlights Ø Performed comparable company/peer group analysis of companies showing relative valuation of companies in a particular sector along with the preparation of company profiles Ø Performed capital structure analysis involving study of debt structure and recalculation of net debt according to project specifications to compliment the financial analysis of companies Ø Conducted and summarized research reports through secondary research and various databases including Lexis-Nexis and Factiva Ø Credit analysis, credit appraisal and assessment of companies focussing on the debt multiples and covenant analysis which involves understanding of various covenants on borrowing capacity, liens, merger, consolidation and net worth of company (borrower) Ø Prepare financial reports on forecasting, budgeting, trending and performance of individual projects Business Analyst [login to view URL] Pvt. Ltd. Gurgaon, India Mar 2006 – Aug 2006 Ø Involved in the preparation of initiating coverage report (ICR) to analyse a company's historical financial data, debt structure, maturity schedule, line of operations, efficiency, SWOT analysis, cash flows and future earning potential Ø Collected historical financials under defined line items like leases (operating and capital), purchase Obligations, debt (long term and short term) and pension liabilities and analysed data of the information found under above mentioned line items Ø Prepared and selected a list of companies in the domain of insurance technology provider in North America based on factors including revenue, services offered, profits, client base, contractual liabilities, profitability and revenue growth, innovation introduced by the company, extra-ordinary growth, growth drivers and future prospects and others Ø Worked on various business research projects as a Management Trainee Summer Intern ChinaTrust Commercial Bank, New Delhi, India Apr 2005 - Jun 2005 Ø Assisted the staff in credit department in data collection and analysis to determine the credit worthiness of companies Ø Submitted project on “Financial analysis of selected public and private sector banks”. RELEVANT SKILLS Quantitative skills: Data modeling and assimilations from different sources and databases and their analysis Communication skills: Written a number of research reports and company profiles Reporting tool : MS Word, MS Excel , MS One note, MS Power point, SPSS, VBA Databases used: Bloomberg, Factiva, Hoovers, Thomson Financial, Reuters, Alacra MARRIAGE, RELOCATION TO UK & JAPAN, MATERNITY BREAK APR 2008- APR 2011 LANGUAGES English (Fluent) Hindi (Native) REFERENCE Available on request

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