Nikhil Bhatia CFA, Analyst

Nikhil Bhatia CFA

Analyst

Kroll

Location
India - Mumbai
Education
Bachelor's degree, Finance
Experience
3 years, 10 Months

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Work Experience

Total years of experience :3 years, 10 Months

Analyst at Kroll
  • India - Mumbai
  • My current job since July 2022

1) Performed business valuation and financial modelling for financial reporting, regulatory compliance and strategic decision-making purposes by primarily using the income and market approach.
2) Valuation of early-stage companies, mature companies, intangibles, tangible assets and debt instruments across various industries and geographies.
3) Performed valuation of complex financial instruments using an option pricing model, monte-carlo simulation and probability-weighted method.
4) Performed portfolio valuation for VC/PE companies for financial reporting and fund-raising purposes per IPEV guidelines by primarily using the market calibra&on method, probability weighted method and analysing various opera&onal and financial milestones.
5) Reported and presented in-depth industry and market analysis which included written reports.
6) End-to-end client management, prepared proposals, presenta&ons and marketing material communicated to current and
prospec&ve clients.
7) Sell-side advisor (estimated deal value USD ~600 Mn) for the sale of a thermal power plant. Prepared an in-depth investment teaser, and investor memorandum and valued the subject company using income and market approach.
8) Valued a listed Indian conglomerate using SOTP and income approach for corporate guarantee valuation.

Senior Associate at WNS
  • India - Gurgaon
  • October 2021 to July 2022

1) Worked with one of the top investment bank by providing IB and M&A research for the metals and mining sector.
2) Prepared presentations and updated various financial models by analysing company documents, fillings, and press releases to
calculate important financial metrics and industry value.on analysis.
3) Involved in the preparation of IMs, teasers, comprehensive company profiles, pitch decks, price market overviews, capital
structure analysis, and financial models.
4) Tracked all the news, events and macroeconomic events of the companies involved in the metals and mining sector.

Analyst at Kpmg
  • India - Mumbai
  • January 2020 to March 2021

1) Prepared complex Transfer Pricing reports, industry overview reports and filed form 3CEBs.
2) Prepared complex submissions and company rebuttals for the Assessing Officer and Transfer Pricing Officer.
3) Prepared a repository dashboard listing precedent for Transfer Pricing cases.
4) Prepared an in-depth presentation on the impact of COVID-19 on IT companies for KPMG partners and clients.

Education

Bachelor's degree, Finance
  • at Christ University
  • May 2019

Specialties & Skills

Microsoft PowerPoint
Microsoft Excel
Investment Banking
Equity Valuation
Financial Modeling

Training and Certifications

Chartered Financial Analyst (Certificate)
Date Attended:
October 2023