Jitin Verma

• Translated business opportunities >$10M for EY in FY15
• Leading a pursuit providing industry as well as company opportunities, through a combination of CDD & FDD analysis
• Analyzing industry specific KPIs for the target company and benchmarking them against key competitors
• Performing Sell side/DAS (Divestiture Advisory Services) and buy side M&A (Mergers and Acquisition) diligence
• Working on thought leadership papers and current sector theme decks for tech sector for PR and marketing purposes
• Working on RFP’s from various potentials and responding within tight timelines
• Key accounts consulted include: Lexmark, NetApp, Sony, Samsung, Xerox, Secom, HP, Micorsoft, EMC, Cisco and IBM
• Theme paper on Internet of Things (IoT) which is instrumental in driving meetings with various clients across sectors and for end market players such as Samsung, LG, Sony, Qualcomm, and NTT (Japan)
• Designed training module for new hires in the organization on pursuit fundamentals and delivered training sessions

• Fund Manager for GRD Securities (India), Oak Capital Management (London), Epoch Capital Pte Ltd. (Australia), Trading funds for them in the world exchanges through black box strategies via algorithms and manual trades. Primary products involved in the strategies were, Gold, Silver, Platinum, Crude Oil, DAX, Eurostoxx, S&P mini, UST 10y, 5y, the Bund and the Bobl. I have also been responsible for managing trader groups for these firms for up to 5 traders and their respective PnL.

• Managed India team size of 20 FTE’s forming standard operating procedures (SOPs) for the Index production, development and maintenance groups and supervise publication of Index Guides
• Liaison with clients, Bloomberg and Reuters to check index tickers have been correctly uploaded and are periodically updated
• Responsible for processing Live Trader Commentary from across the globe, for all asset classes before the comments appear on the extranet website of the bank (autobahn)
• Successfully started new projects for US$ 1 million and setup a team of 20 people in Chile
• Training the team in Chile along with Business Development to provide support services in the field of corporate finance to Latin American companies’. Also formed 3 people team that prepared budget for Chile office for FY 2010
• Supporting the Equity Research team of a major Canadian bank in creating, forecasting and maintaining their DCF models for a set of 70 companies
• Maintain and develop a long term client relationship and managed a team for assisting a top tier US based Investment Bank in their Pitchbook process for end to end due diligence in M&A and LBO deals
• Identified potential targets and prepared Pitchbooks on them, along with all relevant backup
• Focused on sectors encompassing Natural Resources, Life Sciences, Industrials, Technology Media and Telecom, Consumer Food/Retail, FIG, Power and Energy
• The team was awarded the ‘Best Team’ in Investment Research in Evalueserve
• Awarded the ‘Demonstrated Leadership’ award in November 2007, and in EVS Chile in 2009, for best managing the team, showing best practices in management, in Evalueserve
• Worked for Nine weeks at Lazard, New York office, on three live deals. The objective was to learn the entire process from deal origination to execution

• Worked on live deals, performed Accretion Dilution analysis, done fairness opinion contents such as Net Asset value analysis, DCF analysis and LBO testing with sensitivity analysis
• Tracking sector news and all new mergers in the O&G and Real Estate and Gaming sectors in the US, prepared pitchbooks, M&A, Equity and Asset comparable sheets on them
• Prepared customized client presentations (Covering Stock Price history, Business Description, Historical and LTM Financial s, Strategic alliances & partners, Ownership summary, Portfolio Summary, Capital structure & Key Management etc.)
• Trained by Atkins Matchett & Toy (AMT) in financial modelling, valuation and analysis of financial statements
• Trained to use BBG (API + DL), FactSet, Capital IQ, SNL Interactive, Factiva, Thomson