Ketan Panchal, Senior Analyst - Investment Banking

Ketan Panchal

Senior Analyst - Investment Banking

JMI.AI

Location
India - Dombivli
Education
Bachelor's degree, CFA (Passed Level III)
Experience
4 years, 6 Months

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Work Experience

Total years of experience :4 years, 6 Months

Senior Analyst - Investment Banking at JMI.AI
  • India
  • My current job since April 2022

1. Created and maintained precise and accurate financial models, LBO models, charts and reports, specially on the US-based FinTech companies
2. Prepared comprehensive investor presentations and pitchdecks for various companies under several projects
3. Conducting valuations using the Discounted Cash Flow (DCF) and Relative value methods
4. Supported on several Equity raise and M&A transactions for the client
5. Researched macroeconomic, industry and company-specific data to inform investment decisions

Equity Research Analyst at Analah Capital
  • India - Mumbai
  • October 2021 to March 2022

1. Analysis of unlisted companies and preparing research reports thereon
2. Identification and evaluation of prospective strategic investment opportunities
and liasing with investors
3. Raised over $5 Million equity through deals with two multi-billion dollar Indian
unicorns
4. Conducted due diligence on potential investments

Deputy Manager - Treasury at Tata Motors Finance Limited
  • India - Mumbai
  • November 2019 to September 2021

1. Supported issuance of listed bonds of over INR 50 Billion and SGX listed bonds
valuing $1 Billion
2. Completed Securitization transactions (Pass-Through Certificate and Direct
Assignment) of over INR 25 Billion
3. Actively analyzing and monitoring the liquidity position of the Company
4. Interacting with Bankers, Mutual Funds, Stock Exchanges, and Institutional investors

Education

Bachelor's degree, CFA (Passed Level III)
  • at CFA Institute
  • August 2023

Passed CFA Level III (Aug 2023)

Bachelor's degree, Business Law
  • at Institute of Company Secretaries of India
  • June 2017

A member of the Institute of Company Secretaries of India

Bachelor's degree, Accounting
  • at University Of Mumbai
  • April 2017

Specialties & Skills

Leadership
Data Analysis
Firm Valuation
Financial Modeling
Presentation Skills
DISCOUNTED CASH FLOW
INVESTMENT DECISIONS
PRESENTATIONS
SECURITIZATION
RESEARCH REPORTS
FINANCIAL MODELING

Languages

Hindi
Expert
English
Expert
Marathi
Expert

Memberships

Institute of Company Secretaries of India
  • Associate Member
  • May 2019