About Me
Investment Banker
- Extensive experience of XX years in thoroughly researching market conditions and developments; identifying new business opportunities; carrying out financial modeling, then developing and presenting appropriate financial solutions to clients; liaising with the chief executive and chief finance officers of large organizations
- Adept in managing and assisting in the preparation of financial models and business valuations; creating client marketing presentations; attending client meetings; conducting industry and company-specific due diligence related to transactions; drafting memoranda for sale assignments; assisting in the preparation of fairness opinions
- Adroit in creating marketing materials for our equity sales organization; assisting in the development and continued cultivation of client relationships; developing an understanding of the underlying trends that affect equity capital markets; understanding of the interests and investment criteria of a number of middle-market private equity firms
- Conceptually sound knowledge of concepts like Derivatives, Fixed Income Securities, Corporate Finance, etc. A strong work ethic, detail orientation and a passion for excellence; knowledge of general accounting and finance principles; ability to work in a fast-paced, team-based environment with minimal supervision
- Working knowledge of deal structuring and closing principals; strong communication and networking skills; impeccable research, quantitative and analytical skills, especially in explaining market events
Education
Master of Business Administration, management
ABC School
CBSE
noida, Uttar Pradesh
Completed, March 2001
Marks 70 %
Work Experience
February 2003 - April 2006
Investment Banking
abc pvt ltd
noida, Uttar Pradesh
Key Result Areas:
- Create detailed financial models for valuation; prepare marketing documents and materials
- Create marketing pitch materials and management presentations; prepare documentation for M&As and strategic alternatives; evaluate risk and return parameters for transactions
- Perform detailed financial quantitative analysis; pitch investing deals to potential clients
- Solicit potential investors; find and follow leads for qualified clients and investors
- Research industry, market, and other variables; support senior leadership as needed
- Manage client portfolios, evaluating profitability and conducting financial transactions.
- Attend meetings with clients and prepare presentations providing an overview of clients' investment portfolios.
- Analyze investment strategies, identify potential investments, and conduct risk assessments
- Responsible for the efficient, accurate, profitable and risk-free clearing and settlement of bank transactions for corporate and government clients
- Develop various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions; perform various valuation methods
- Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations.
- Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations and pitchbooks
- Develop relationships with new and existing clients in order to expand the business
- Perform due diligence, research, analysis, and documentation of live transactions; create presentations for client portfolios.
Key Highlights:
- Any existing systems/ processes streamlined???? Results obtained????
- Major assignments handled????
- Any unique initiative taken to improve customer satisfaction level???? Any major accounts/clients handled???
- Awards/appreciation letters received???? Other relevant achievements????
April 1970 - July 1973
Investment Banking
abc pvt ltd
soiu, Arunachal Pradesh
Key Result Areas:
- Conducted strategic research and due diligence investigations; issued debt and sell equity to raise capital
- Managed IPOs and private equity placements; discovered and closed potential investors
- Facilitated mergers and acquisitions; assisted with corporate restructuring
- Analyzed risk and offer financial advice; prepared reports, models and forecasts
- Liaised with different internal/external parties to provide a truly professional, independent analysis
- Developed and standardized the existing price verification processes and control framework
- Understood financial markets, followed-up market movements and understanding impact on the business
Key Highlights:
- Any existing systems/ processes streamlined???? Results obtained????
- Major assignments handled????
- Any unique initiative taken to improve customer satisfaction level???? Any major accounts/clients handled???
- Awards/appreciation letters received???? Other relevant achievements????
Training and Certifications
- Arvind Yadav/Project Management Professional, abc institute, 2005
Computer Proficiency
Operating Systems
- window
Software
- Todo.vu
Languages
- Hindi
- English
Personal Interests
Exhibiting a desire to experience new cultures and environments—especially if your role would involve working with foreign colleagues, partners or clients—can really help your resume shine.
Personal Details
- Father’s Name:Mr. Arvind Yadav
- Birthday:March 13, 1994
- Gender:Male
- Marital Status:Single
- Nationality:India
