08/25/2026 updated
100 % available
Financial Analyst | Equity Research & Valuation Specialist
Mumbai, India
Worldwide
Bachelor's in Investment ManagementAbout me
Financial analyst with three years of experience in financial analysis, valuation, and equity research. Skilled at converting financial models and data into practical risk insights that support risk-aware decision-making and capital allocation.
Excel FormulasPresentations
Financial Modeling
Building financial models including revenue forecasts, cost structures, sensitivity and scenario analyses to support strategic planning and long-term financial decisions for corporate clients.
Equity Valuation
Conducting full-scale business and startup valuations using DCF and comparable company analysis, as well as quarterly relative valuations for investment funds across multiple portfolio companies.
Equity Research
Executing equity research coverage on listed companies, delivering actionable insights and valuation outputs to inform investment decisions.
Scenario Analysis
Applying scenario and sensitivity analyses to financial models to support risk-aware decision-making and capital allocation.
Historical Data Analysis
Analyzing historical financial data to identify trends and support investment and business decisions.
Power BI
Working knowledge of Power BI for data visualization and reporting purposes.
Confidential Information Memorandums (CIMs)
Developing and presenting CIMs and investor presentations integrating financial analysis, market insights, and peer benchmarking to support capital-raising efforts.
Loan Teasers & Financing Term Sheets
Analyzing financing term sheets and preparing loan teasers to support corporate clients in securing short-term financing on optimal terms.
AI Tools Proficiency
Proficiency in a wide range of AI tools including Concall, Julius, Gamma, Notebook LM, Alpha Sense, Alpha Vintage, Row, Shortcut AI, Stock Insights, ChatPDF, Copilot, Kavout, and Fn2.
M&A Financial Analysis
Conducting company profiling, financial research, comparative analyses, and building financial forecasts to support M&A decision-making.
Building financial models including revenue forecasts, cost structures, sensitivity and scenario analyses to support strategic planning and long-term financial decisions for corporate clients.
Equity Valuation
Conducting full-scale business and startup valuations using DCF and comparable company analysis, as well as quarterly relative valuations for investment funds across multiple portfolio companies.
Equity Research
Executing equity research coverage on listed companies, delivering actionable insights and valuation outputs to inform investment decisions.
Scenario Analysis
Applying scenario and sensitivity analyses to financial models to support risk-aware decision-making and capital allocation.
Historical Data Analysis
Analyzing historical financial data to identify trends and support investment and business decisions.
Power BI
Working knowledge of Power BI for data visualization and reporting purposes.
Confidential Information Memorandums (CIMs)
Developing and presenting CIMs and investor presentations integrating financial analysis, market insights, and peer benchmarking to support capital-raising efforts.
Loan Teasers & Financing Term Sheets
Analyzing financing term sheets and preparing loan teasers to support corporate clients in securing short-term financing on optimal terms.
AI Tools Proficiency
Proficiency in a wide range of AI tools including Concall, Julius, Gamma, Notebook LM, Alpha Sense, Alpha Vintage, Row, Shortcut AI, Stock Insights, ChatPDF, Copilot, Kavout, and Fn2.
M&A Financial Analysis
Conducting company profiling, financial research, comparative analyses, and building financial forecasts to support M&A decision-making.
Experience
Professional experience0 - 5 years
Freelancer since2026
Languages
EnglishBasic knowledgeHindiFluent
Project history
Conducted company profiling, financial research, and comparative analyses for potential acquisitions. Built financial forecasts and applied valuation techniques to support M&A decision-making.
Built financial models for corporate clients, led business and startup valuations using DCF and comparable company analysis, developed CIMs and investor presentations, executed equity research coverage, analyzed financing term sheets, conducted quarterly relative valuations for a USD 55 million fund, and analyzed 80+ spin-off companies globally.