Mehul Makwana

Mehul makwana

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location of Mehul MakwanaMumbai, Maharashtra, India
Phone number of Mehul Makwana+91 xxxx xxxxx
Followers of Mehul Makwana3000 followers
  • Timeline

    Aug 2019 - Oct 2019

    Assistant Research Trader

    Arcadia Group Ltd
    Current Company
    Nov 2021 - now

    Senior Analyst

    Kroll
    Mumbai, Maharashtra, India
  • About me

    Senior Analyst at Kroll

  • Education

    • University of mumbai

      2020 - 2022
      Masters in banking and finance finance 10 cgpa agg
    • K p b hinduja college of commerce 315 new charni road mumbai 400 004

      2017 - 2021
      Bachelor's degree finance, general 9.44
  • Experience

    • Arcadia group ltd

      Aug 2019 - Oct 2019
      Assistant research trader

      -Managed to grapple and execute trades at the bolt -Research about stocks portfolios regarding the choice of stocks to be bought andsold

    • Kroll

      Nov 2021 - now

      -Supporting stakeholders in calculating and generating NAV Results for more than 200 funds on an M-O-M basis which are critical deadline projects.-Working on crucial financial information and agreement terms for investments made by our clients, among the world's leading asset management companies, BDCs, hedge funds, and private equity firms. -Communicating quarterly valuations of portfolio companies to customers based on various valuation approaches such as DCF, Multiples Approach, Black Scholes Model, and Liquidation Value. Show less - Conducting primary and secondary research on deals between clients and portfolio firms, primarilyusing S&P Capital IQ.- Gathering important financial metrics and key agreement terms pertaining to investmentsmade by our clients, who are among the top Asset Management Companies, BDCs, HedgeFunds, Private Equity firms across the globe.- Built high-impact & robust dashboards using Power BI for executive leadership to increase efficiencypromote a data-driven culture & provide a real-time view into relevant KPIs and identify companytrends for ~10 projects.- Actively with 20+ clients from different Business units, to understand their business and process needs,driving results internally as well as externally.Conducting in-depth research to answer analysts' queries before awaiting client responses.- Advanced to Quality Check Analyst within 8 months (one of the quickest transitions from production analyst to QC analyst in this department). Show less

      • Senior Analyst

        Feb 2025 - now
      • Analyst II

        Feb 2024 - Mar 2025
      • Research Analyst

        Nov 2021 - Mar 2024
  • Licenses & Certifications

    • Power bi

      Linkedin
      May 2022
    • Cfa investment foundation

      Cfa institute
      Mar 2021
    • Jp morgan investment banking

      Forage
      Aug 2021
    • Financial markets

      Yale university
      Apr 2021
    • Bcg strategy consulting

      Forage
      Jan 2023
    • Company valuation and financial modelling

      Udemy
      Jul 2024