Rohan Desai, CFA

Experience

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  Applied Environmental Research Foundation

  Apr 2017 - May 2017

  Research Intern

  Having a financial orientation, visited more than 25+ remote villages on the Western coast of India and carried out a research project to understand the financial dependency of village locals on the forests for their livelihood. While on the job carried out tasks and demonstrations to create awareness on the sustainable use of forest cover and deliver tools for the same.

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  ValueNotes

  Apr 2018 - Jun 2018

  Finance and Marketting Intern

  Worked in the financial aggregation segment tailored for Indian listed public companies.Role involved: -->Going through ticker pages to highlight discrepancies in the financials data reporting -->Generating and converting leads for the technical calls sections for equity and commodity recommendations

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  TresVista

  Aug 2019 - Jun 2021

  Financial Analyst - Asset Management

  Position involves:-->Preparing three statement fully functional projection models for clients. Also involved in building merger models for private company M&A deals.-->Building financial analysis and valuation spreadsheets for potential investments by clients.-->Updating financials models and revising the financial estimates based on industry and management guidance-->Building and maintaining earning snapshots/ tear-sheet's/ one-pagers and templates for private and public companies-->Creating equity verticals for comparable companies and screening potential companies for investment-->Public Comps - Issue's List (Due Diligence) - Investor Memos-->Attending earning call conferences and preparing call summaries on key commentaries for private and public companies Show less

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  Star Equipments and Consultancy

  Jun 2021 - now

  General Manager Finance