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Kunal Sharma

Kunal Sharma

Followers of Kunal Sharma1000 followers
location of Kunal SharmaNew Delhi, Delhi, India

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  • Timeline

  • About me

    Private Equity | Investment Banking | M&A

  • Education

    • CFA Institute

      -
      CFA Charter Finance, General

      Passed CFA Level 3 - June 2018Passed CFA Level 2 - June 2017Passed CFA Level 1 - December 2016

    • CAIA Association

      -
      CAIA Charter Finance, General

      Passed CAIA Level 1 - September 2016

    • Guru Gobind Singh Indraprastha University

      2008 - 2012
      Bachelor of Technology (BTech) Electrical, Electronics and Communications Engineering Aggregate Percentage: 75 %

    • Trinity College Dublin

      2015 - 2016
      Master’s Degree Finance 71 %

      Major Subjects: Applied Investment & Trading, Alternative Investments, Wealth Management, Equity & Bond Strategies, Credit & Fixed Income, Corporate Finance, Financial Statement Analysis, Data Analysis, Investment Theory, Derivatives.Dissertation:Due to my predilection in emerging markets, I have completed a dissertation on the topic ‘Impact of Global Financial Crisis on Indian Stock Markets due to FII Capital Flows’, as part of my masters degree. In this dissertation, I analysed if… Show more Major Subjects: Applied Investment & Trading, Alternative Investments, Wealth Management, Equity & Bond Strategies, Credit & Fixed Income, Corporate Finance, Financial Statement Analysis, Data Analysis, Investment Theory, Derivatives.Dissertation:Due to my predilection in emerging markets, I have completed a dissertation on the topic ‘Impact of Global Financial Crisis on Indian Stock Markets due to FII Capital Flows’, as part of my masters degree. In this dissertation, I analysed if there were any statistically significant changes in the foreign institutional investment in the Indian stock markets during the financial crisis of 2008-09 by comparing the data with pre and post crisis period data using Kruskal-Wallis H-test and also studied the impact of these change on the volatility of stock market returns using GARCH(1,1) model and dummy variables. Show less

  • Experience

    • Accenture

      Jan 2013 - Sept 2015

      Industry: Capital Markets – Financial ServicesProject: Clearstream Banking – Deutshe Borse Group - Position Management Central Securities Depository

      • System Analyst

        Mar 2014 - Sept 2015

      • Associate System Analyst

        Jan 2013 - Mar 2014

    • BNY

      Jun 2017 - May 2018
      Analyst Analytics - Deal Modelling

      Project: Corporate Trust - Financial ServicesResponsibilities:• Modelling Structured Finance Deals (Mortgage Backed Securities & Asset Backed Securities) from scratch based on their Indenture.• Executing the models and verifying the periodic payments to the note holders.• Modeled both US and EMEA deal structures.

    • EPIC Investment Partners

      May 2018 - May 2022
      Senior Financial Analyst

      • Supporting the origination of investment opportunities, corporate finance and fund placement mandates• Assisting in the preparation of marketing materials• Analyzing markets and assessing selected sectors and companies• Building detailed financial models, incorporating operational and cash flow forecasts• Performing valuation analyses, including comparable transactions and publicly trading companies• Identifying potential investors and buyers

    • Novistra Capital

      Jun 2022 - now
      Senior Associate

      · Part of transaction execution team and responsible for executing the transactions end-to-end with the team· Prepare materials like information memorandum, financial models, teasers, competitive analysis and mapping, valuation models etc.· Participate and manage client calls and meetings· Assisting senior management in leading investor conversations· Relationship building with clients and relevant counterparts· Support business development including, research and industry analysis, economic, market, and regulatory analysis Show less

  • Licenses & Certifications

    • CFA Level 3

      CFA Institute

    • CFA Level 3

      CFA Institute
      Jun 2018

    • CFA Level 2

      CFA Institute
      Jun 2017

    • CAIA Level 1

      CAIA Association
      Sept 2016

    • CFA Level 1

      CFA Institute

  • Honors & Awards

    • Awarded to Kunal Sharma
      CAIA Scholarship Trinity College Dublin Mar 2016 I won the Student Scholarship at Trinity College Dublin for September 2016 CAIA Level 1 exam and cleared the exam.