Priya chellani, Investment Analyst

Priya chellani

Investment Analyst

KSK Capital

Location
United Arab Emirates - Dubai
Education
Bachelor's degree, Accounting and Finance
Experience
3 years, 2 Months

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Work Experience

Total years of experience :3 years, 2 Months

Investment Analyst at KSK Capital
  • United Arab Emirates - Dubai
  • June 2020 to January 2022

• Analyzed financial information relating to portfolio companies, e.g., company results, profit and loss, balance sheet and cash flow statements to determine how an organization is positioned to deliver for investors
• Performed valuation analyses using different valuation methodologies including discounted cash flow (DCF), comparable analysis and precedent transactions.
• Created investment proposals clearly highlighting investment merits, risks, and recommendations.
• Ensured timely preparation and consolidation of reports such as daily market monitoring reports, investment performance reports (weekly/ quarterly), cash management reports
• Participated in portfolio management strategy by providing data necessary for the decision-making process
• Prepared presentations for the board
• Worked closely with senior investment professionals to conduct due diligence, research, and analysis on potential investment opportunities across various asset classes
• Perform top-down and bottom-up analysis on public & private investment opportunities
• Collect market research and summarize analysts, research firms and investors’ views on different asset classes, geographies, and sectors
• Monitored the financial news using specialist media sources

Investment Analyst at Safa Capital
  • United Arab Emirates - Dubai
  • June 2019 to May 2020

Assisted with the preparation of presentations (i.e. pitches and other materials related to the transaction)
Developed, updated and maintained the Investment relation database.
Conducted due diligence on targeted acquisitions
Assisted in financial analysis and valuation models
Conducted comprehensive and in-depth company and industry research
Analyzed and summarized financial as well as operational information developed by third-parties about industry and company.

Finance intern at CT Consultancy
  • United Arab Emirates - Dubai
  • November 2018 to February 2019

Duties
• Operated computers programmed with accounting software to record, store, and analyze the financial information of Various SME'S. (Accounting software- Zoho and Xero)
• Checked figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
• Received, recorded, and bank cash, checks, and vouchers.
• Reconciled records of bank transactions.
• Matched order forms with invoices, and record the necessary information.
• Assisted in Compiling budget data and documents, based on estimated revenues and expenses and previous budgets. (Budget Forecasts)
• Finance administration.
• Supported vat filling procedures.

Finance intern at Intercontinental Trade DMCC
  • United Arab Emirates - Dubai
  • August 2018 to September 2018

Duties
• Finance administration
• Analyzed profit and loss. (ChemicalTrading)
• Invoicing support

Education

Bachelor's degree, Accounting and Finance
  • at Middlesex University Dubai
  • June 2019

• Subjects- Financial Data Analysis, Financial Accounting, Management Accounting, Economics, Securities and derivatives, Business Law, Audit, Tax, Accounting theory, Finance. • Marks- 3.95 GPA (Distinction in all subjects,2nd Year) • Scholarship Student • Sage certificate (Accounting Software) Projects • Cash Flow Analysis of Air Arabia- Analyzed cash flows of Air Arabia concluded with an investment decision. • Trend Analysis of the top 5 companies in the food industry. • Budget forecasts of 5 years on excel. • Ratio analysis of the given company and sensitivity analysis. EXTRACURRICULAR/VOLUNTEER EXPERIENCE • Student Mentor, Middlesex University Dubai[September 2017 – 2019) • Finalists for Fin-tech 2019. • Contributed towards the community by volunteering for beat diabetes walk 2017, helping hands, blood donation camp, and operation zone- beach clean-up. • Finalists for SP Jain Brain-Sim Competition 2015 and 2016 • Worked as an Entrepreneur in the Young Entrepreneurship Competition 2014 (YEC).

High school or equivalent, -
  • at Our own English high school
  • March 2016

Grade 12 (CBSE) • Subjects- English, Economics, Mathematics, Business Studies, and Accountancy. • Arabic Certificate KHDA Certified

Specialties & Skills

Bookkeeping
Client Relations
Financial Analysis
Finance
• Product Promotion, Team Leadership, Client Relation, Support Services, Event Coordination, Sales,
• Proficient with Microsoft Office for creation of spreadsheets, presentations and reports.
• Market Analysis, Finance Management, Budgeting, Management Accounting, Financial Analysis, Cash Fl
• Accounting Softwares- SAGE 50 (CERTIFIED,CIMA LEVEL 1), Zoho, Xero.

Languages

English
Expert
Hindi
Native Speaker
Arabic
Intermediate

Training and Certifications

ACCA (professional level, 9 papers passed) (Training)
Training Institute:
ACCA
Date Attended:
January 2019
CFA (Training)
Training Institute:
CFA institute
Date Attended:
May 2019

Hobbies

  • Photography