Nikhil Bhatia CFA, Analyst

Nikhil Bhatia CFA

Analyst

Kroll

Lieu
Inde - Mumbai
Éducation
Baccalauréat, Finance
Expérience
3 years, 11 Mois

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Expériences professionnelles

Total des années d'expérience :3 years, 11 Mois

Analyst à Kroll
  • Inde - Mumbai
  • Je travaille ici depuis juillet 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 à WNS
  • Inde - Gurgaon
  • octobre 2021 à juillet 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 à Kpmg
  • Inde - Mumbai
  • janvier 2020 à mars 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.

Éducation

Baccalauréat, Finance
  • à Christ University
  • mai 2019

Specialties & Skills

Microsoft PowerPoint
Microsoft Excel
Investment Banking
Equity Valuation
Financial Modeling

Formation et Diplômes

Chartered Financial Analyst (Certificat)
Date de la formation:
October 2023