
Utkarsh Srivastava
Finance trainee

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Skills
Financial modelingEquity valuationFinancial analysisFinancial accountingEquity researchMicrosoft excelPowerpointThomson reuters eikonMarket researchPortfolio managementCompetitive analysisInventory controlStock market analysisSensitivity analysisBloomberg terminalThomsononeAbout me
A PGPM in Finance, working as Research Associate for a sell side client at Evalueserve Gurgaon.
Education

ICFAI Bangalore
2013 - 2015PGPM Finance and Financial Management ServicesActivities and Societies: Manthan'13, Tarkash'14, Manthan'14 Participated in Manthan 2013 in Finance domain and won 2nd prize.Conceptualized and organized Management Fest of Tarkash'14 and Manthan'14

PESIT, Bangalore
2010 - 2013Bachelor of Business Management FiananceActivities and Societies: Vistas 2010- Management Fest

ONDIC, Kanpur
2008 - 2010Intermediate CommerceActivities and Societies: House Captain Passed with honors in PUC with distinction in 3 subjects Computer, Business Organization and Mathematics and Elementary statistics

Saint Thomas Inter college
2002 - 200810 ScienceActivities and Societies: Cricket Team
Experience

SG Enterprise, Kanpur
Dec 2010 - Dec 2010Finance traineeAnalyzing financial health through Ratio Analysis

S.G Enterprises
Dec 2011 - Dec 2011Finance TraineeStudied the credibility of company to obtain additional loans based on the FMCG line of the products.

Edusys Pvt. Ltd.
Dec 2012 - Feb 2013Summer Intern- Estimating the inventory requirement in advance and placing order by following buffer in the inventory.- Regular follow up for maintaining the buffer inventory.- Coordinating with faculties across globe for shipping the materials.

Impressive 9
Feb 2014 - May 2014Management TraineeThe internship broadly involved:- Understanding and Evaluating Market Share of the company vis-à-vis to it's competitor and to identify areas and means of performance improvement. - Making proposition for the company to penetrate the market based on the Bench marking factors like Pricing, Product range, After sales service and etc.- Break-even analysis- Evaluating Contribution Margin Analysis.- Conducted Sensitivity Analysis for the company to understand the change in profit margin due to Variation of Exchange rates. Show less

CRISIL Global Research & Risk Solutions
Jul 2015 - Jun 2017Research AnalystWorked with a buy side Equity research analyst covering US Automobile sectorBuilt financial models and updated the models of all covered companies with capital transactions, acquisitions and quarterly earning releaseAnalyzing US GAAP and IFRS reported data and making accounting adjustments to provide normalized data in order to make the analysis more efficient and robust

Evalueserve
Jul 2017 - Jan 2020Sell side Equity Research AnalystAssisted sell side Lead analyst in company initiation which entailed model building as well as drafting Initiation Coverage Report (ICR)Developed/Maintained equity models incorporating DCF and relative valuation to compute target prices which helped in suggesting recommendations for companies under coverage Sell side Equity Research Associate
Senior Research Associate
Jan 2019 - Jan 2020Research Associate
Jul 2017 - Jan 2019

EY
Jan 2020 - nowPart of Strategy and Transactions (SaT) team and working on Transactions and Corporate Finance (TCF) engagements focused on Valuation and financial diligence of business plansProvides comprehensive business enterprise value, debt, equity & intangible asset valuation for pre-deal analysis and financial due diligence for clientsValuation analysis for ASC 350 - Goodwill Impairment testing, ASC 805 - Purchase Price Allocation (PPA) for financial reporting and tax reporting purposesEvaluates private company values using different valuation techniques DCF, Comparable companies and Transaction multiple approach and uses Option Pricing model (OPM) to allocate values to different class of shares Show less
Associate Manager
Jan 2022 - nowAssistant Manager
Jan 2020 - Jan 2022
Licenses & Certifications
- View certificate

Conscious Business: Building Empowered Relationships
UdemyApr 2020 - View certificate

Conflict Management with Emotional Intelligence
UdemyApr 2020 - View certificate

Form Your Virtual Team & Lead Your Virtual Team
UdemyApr 2020 - View certificate

EY Wealth & asset management - Asset management - Bronze
EYMay 2020 - View certificate

Better Business Writing Skills
UdemyApr 2020
Honors & Awards
- Awarded to Utkarsh SrivastavaParticipated in National Level College Fest at Christ University Bangalore Christ University Nov 2013
- Awarded to Utkarsh SrivastavaAwarded 2nd Prize in Finance domain ICFAI Aug 2013 Won 2nd Prize in "Manthan" college fest conducted by ICFAI Bangalore.
Languages
- enEnglish
- hiHindi
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