Shikhar Gupta, CFA

Shikhar Gupta, CFA

Assistant Manager - Finance & Accounts

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location of Shikhar Gupta, CFABengaluru, Karnataka, India

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  • Timeline

  • About me

    EMD Portfolio Construction & Trading at Goldman Sachs Asset Management | MDI Gurgaon

  • Education

    • Maharaja Agarsain Public School

      -
      CBSE Commerce 96%

      • School Rank 1 in class XII board exams with 96% aggregate best 4 in Commerce stream• Received certificate of Merit from CBSE for being among top 0.1% of all candidates in Business Studies

    • Management Development Institute

      2016 - 2018
      Master of Business Administration - MBA Finance
    • Sri Venkateswara College

      2012 - 2015
      B.A. Hons Economics
  • Experience

    • Channelplay Limited

      Jun 2015 - Jun 2016
      Assistant Manager - Finance & Accounts

      • Handled Accounts Receivable and took ownership of booking revenue, analyzing profitability for all the projects and reconciling all customer ledgers• Booking vendor costs and processing payment against vendor invoices as a part of the P2P Process• Implemented changes in internally developed ERP System (1Office) and streamlined the process of book keeping and reports presentation• Coordinated with the projects teams to settle the advance balances of company vendor accounts

    • PharmEasy

      Apr 2017 - May 2017
      Summer Intern
    • Max Ventures & Industries Limited

      Sept 2017 - Nov 2017
      Live Project - Investment Vertical

      Identified investment opportunities in Big Data Analytics space across different industries by analyzing existing deals & their structure, the valuations, prevailing Business Models & key success parameters

    • IFCI LIMITED

      Sept 2017 - Nov 2017
      Live Project - Project Finance

      • Understood various operational models for road infrastructure projects including BOT, BOOT, Hybrid Annuity• Prepared a comprehensive financial model using sensitivity analysis to assess the viability of a highway expansion project

    • Goldman Sachs

      May 2018 - now
      • Vice President

        Jan 2023 - now
      • Associate

        Jan 2021 - Jan 2023
      • Analyst

        May 2018 - Dec 2020
  • Licenses & Certifications

    • 'Introduction to Finance' by Prof. Gautam Kaul

      Coursera
      Aug 2014
    • Amazon Trained Ecommerce Specialist

      Amazon
      Apr 2016
    • Bloomberg Market Concepts

      Bloomberg LP
    • CFA Charterholder

      CFA Institute
      May 2024
  • Honors & Awards

    • Awarded to Shikhar Gupta, CFA
      Awarded cash scholarship from CBSE under CSSS-2012 for academic excellence in XII board exams CBSE May 2012
    • Awarded to Shikhar Gupta, CFA
      Certificate of Merit from CBSE in Business Studies for being amon 0.1% of all candidates in class XII boards CBSE May 2012
  • Volunteer Experience

    • Core Member

      Issued by Jan Manthan Adhikar on Mar 2017
      Jan Manthan AdhikarAssociated with Shikhar Gupta, CFA