Pawan Gupta
London,UK
Summary
Detail-oriented professional with expertise in Microsoft Office, Capital IQ, and Bloomberg Terminal. Strong analytical skills complemented by a deep understanding of equity valuation techniques and capital markets. Successfully completed projects including valuation of an iron and steel company, development of a mergers and acquisition model, and creation of an IPO market presentation.
Overview
5
5
years of professional experience
1
1
Certification
Work history
Equity research analyst
Singhania & Co.
London, U.K
2024.10 - 2025.12
- Facilitated client engagement by presenting research insights to guide informed investment choices.
- Collaborated with senior analysts in crafting comprehensive reports for impactful client presentations.
- Developed sophisticated financial models to optimise the valuation process for equity investments.
Financial Planning Internship
Saltus Partners LLP
Whiteley, England
2024.06 - 2024.06
- Assisted in compiling succinct reports that summarised financial analysis and investment strategies.
- Supported the examination of market trends to collect insights on active and passive investment methods, including ESG investing.
- Collaborated with colleagues to develop presentations on investment strategy and financial planning.
Operation Analyst
NatWest Group
, India
2022.05 - 2022.11
- Assisted in drafting customer service policies and procedures that standardised operations and improved customer experience by 3%.
- Supported initiatives aimed at enhancing customer service processes and procedures.
- Collaborated with operational centres to provide support, resulting in a 10% increase in efficiency and knowledge.
- Maintained accurate records of daily operations, logging incidents and identifying trends.
Equity Research Assistant
Sandeep Kumar and Associates
, India
2021.03 - 2022.04
- Developed comprehensive financial models to aid in valuation of equity investments.
- Prepared detailed reports on individual companies, offering clear investment recommendations.
- Presented research findings to clients, helping them make informed investment decisions.
Education
MSc - Banking and Finance
Queen Mary, University of London
London 01/2023 - 04/2024
Company Secretary- Final Level - Corporate and Commercial Law
Institute of Company Secretary of India
India 06/2020 - 01/2023
Bachelor in Commerce - Accounting and Finance
Arni University
India 08/2016 - 09/2019
Skills
- IT: Microsoft Office, Capital IQ and Bloomberg terminal usage
- Soft Skills: Comparable Analysis, Absolute Valuation, Trading, Strong Interpersonal Skills, Attention to details, and Analytical Skills, Equity valuation techniques and Capital markets understanding
- Projects and Dissertation: Valuation of Iron and Steel Company, Mergers & Acquisition Model, and IPO Market Presentation
Certification
- J.P Morgan Investment Banking
- Bloomberg ESG and Market Certificate
- Finance Trading Program
- Strategy Consultancy(BCG)
Timeline
Equity research analyst
Singhania & Co.
2024.10 - 2025.12
Financial Planning Internship
Saltus Partners LLP
2024.06 - 2024.06
Operation Analyst
NatWest Group
2022.05 - 2022.11
Equity Research Assistant
Sandeep Kumar and Associates
2021.03 - 2022.04
MSc - Banking and Finance
Queen Mary, University of London
01/2023 - 04/2024
Company Secretary- Final Level - Corporate and Commercial Law
Institute of Company Secretary of India
06/2020 - 01/2023
Bachelor in Commerce - Accounting and Finance
Arni University
08/2016 - 09/2019