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Akshay Aggarwal

Akshay Aggarwal

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location of Akshay AggarwalDelhi, India

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  • Timeline

  • About me

    Investment Banking Analyst, Cleared CFA (USA)

  • Education

    • Institute of Management Technology

      2014 - 2016
      PGDM Finance

      PGDM, Finance

    • CFA Institute

      2014 - 2015
      Finance, General

      Cleared CFA Level 1 Exam [Secured highest band in 6/10 Subjects]

    • NSE NCFM

      2014 - 2015
      Finance

      NSE’s Certification in financial Markets : Financial Markets

    • Green fields school

      1997 - 2011
      12th All India Senior School Certificate Examination (AISSCE) CBSE, Commerce, 94%

      I am a pass out of Green fields school , one of the premiere schools of India with an excellent track record which includes both academic and extra curricular achievements:Securing 2st position in Class XII

    • Shaheed Bhagat Singh College

      2011 - 2014
      Bachelor’s Degree B Com (Honours)

  • Experience

    • Finaholics- Finance forum of IMT Nagpur

      Jun 2014 - Jun 2015
      Member

      The responsibility includes making financial games, conducting guest lecture, events for the students of IMT-Nagpur. The forum hones each individual member to excel by providing them a platform of becoming complete managers by exposure to different elements of a manager's life.

    • SBI Life Insurance Co. Ltd.

      Apr 2015 - Jun 2015
      Intern

      A project on Market Research to understand the behaviour, need, aspiration and expectation of online life insurance customers and also did Cost benefits analysis of online selling v/s offline selling of Life Insurance customers.The Responsibility including designing the questionnaire and conducted primary survey of 200 customers and analysed data to recommend new segments within the identified customers.

    • Verity Knowledge Solutions Pvt. Ltd.

      Mar 2016 - Apr 2019
      Associate Investment Banker ( UBS Investment Bank)

      Currently working as an Associate within the Global Industrial Group spanning coverage across US, EMEA & APAC regions, serving our client with M&A, Capital raising mandates & related pitching material:Responsibilities include:✔ Preparation of buy-side and sell-side pitching material including extensive industry analysis, detailed company profiles, market overview, market commentary, execution considerations, preliminary buyer / targets identification and screening and comparable/intrinsic valuation✔ Valuation using Company Comparables, Precedent Transactions and DCF✔ Development and working on financial models and spreadsheet models including Merger model, WACC, DCF etc✔ Analysis of company financial performance using trading comps, relative valuation over time, historical indexed charts, share price performance, study of peers, benchmarking, etc✔ Worked on data digging and analysis projects and adhoc research projects✔ Skilled in use of databases like FactSet, ThompsonOne, Bloomberg and Eikon Show less

    • Evalueserve

      Apr 2019 - now

      • Research Lead

        Jan 2022 - now

      • Senior Business Analyst

        Apr 2019 - Jan 2022

  • Licenses & Certifications

    • CFA Institute - 2016 Research Challenge - Local Participant

      CFA Institute
      View certificate certificate