Madhur Bhagat

Experience

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  Nirmal and Arpit

  Aug 2015 - Aug 2018

  Articled Assistant

  Audit & Assurance:•Conducted statutory audits, tax audits, and internal audits for clients across various industries, ensuring compliance with Indian GAAP and regulatory standards.•Reviewed financial statements, vouching, ledger scrutiny, and assisted in the preparation of audit reports.•Performed risk assessments and evaluated internal controls to ensure efficient financial operations and compliance with policies.Taxation:•Prepared and filed income tax returns for individuals, partnerships, and companies, ensuring accurate reporting and compliance with tax laws.•Managed GST compliance, including return filing, reconciliation, and audits for multiple clients.•Assisted in tax planning and advisory services, helping clients optimize their tax liabilities and handle assessments with tax authorities.Financial Reporting:•Involved in the preparation and finalization of financial statements in accordance with Indian GAAP.•Conducted variance analysis, reviewed general ledgers, and ensured adherence to accounting principles.Internal Audits:•Participated in the internal audits of processes and controls, recommending improvements to enhance operational efficiency and compliance.•Prepared MIS reports and audit findings for client management, offering insights into areas for improvement.Corporate Compliance:•Assisted in the filing of ROC forms and ensuring compliance with the Companies Act.•Provided support in handling client queries related to corporate governance and statutory compliance. Show less

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  CRISIL Global Research & Risk Solutions

  Dec 2018 - Jul 2024

  •Led "Business Services" coverage across the Americas, EMEA, and APAC regions, identifying investment opportunities for a global Asset Management client with an AUM exceeding EUR 9bn.•Directed all aspects of client Key Responsibility Areas (KRAs), including crafting financial models, conducting analysis, preparing reports, delivering presentations, and supporting various thematic and value-based investment strategies.•Spearheaded the Environmental, Social, and Governance (ESG) initiatives for the sector, focusing on incorporating ESG considerations into valuation metrics and aiding the client's net-zero portfolio strategy.•Additional responsibilities handled included tracking news, events & transactions across sectors on a daily basis and preparing reports.As a senior associate , I assumed broader organizational roles, such as:•Leading cross-disciplinary Learning & Development (L&D) programs covering sector-specific topics, investment methodologies, and advanced valuation techniques.•Guiding junior colleagues and team members across sectors as part of a comprehensive talent development program.I have been nominated and won several awards during my tenure in Crisil Limited. Show less •Evaluated new investment opportunities, taking full ownership of financial model creation, report preparation, and initiating research coverage for clients.•Designed, maintained, and updated company financial models, producing analysis summaries in line with proprietary client methodologies.•Authored and delivered independent research reports, including earnings reviews, event updates, flash notes, and provided responses to ad hoc client inquiries.•Led reviews of client model assumptions, ensuring alignment with evolving economic conditions and trends.•Performed ESG analysis, seamlessly integrating the results into company research in accordance with client and industry guidelines.•Conducted training sessions for new hires, ensuring a strong understanding of client-specific investment methodologies and procedures.•Mentored junior colleagues, fostering their growth and accelerating their contribution to the team’s success.•Carried out in-depth company analyses to aid in making informed investment decisions.•Built and maintained databases to support market and sector analysis, enabling more strategic insights.•Contributed innovative research ideas for thematic publications, focusing on macroeconomic trends. Show less •Supported a leading global investment fund with Assets Under Management (AUM) exceeding EUR 9bn.•Covered around 100 companies across the globe under "Business Services" sector which included about 15 subsectors.•Handled additional responsibilities, including tracking news, events, and transactions across the sector daily and preparing reports for internal use.•Experienced in fundamental Financial Modelling, Valuation, Macro-research and Analytical projects •Awarded 'Clap' award for exhibiting steep learning curve. Show less

  • Senior Research Analyst

    Apr 2022 - Jul 2024

  • Equity Research Analyst

    Dec 2019 - Mar 2022

  • Management Trainee-Equity research

    Dec 2018 - Nov 2019
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  JMI AI

  Jul 2024 - now

  Investment Banking Associate