
Vivek Gulia
Intern

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About me
Financial Services | Investment Banking | Corporate Finance | Financial Modeling
Education

IBS Ahmedabad
2008 - 2010MBA Finance AActivities and Societies: House Vice-Captain, Cricket team, Badminton team MBA Finance

Kirori Mal College, Delhi University
2006 - 2008MBA; B.SC Finance; Physical Science
Kirori Mal College
2005 - 2008Bachelor of Science (BSc) BActivities and Societies: College Festival Organizer
Experience

Sanguine Management Services
Feb 2009 - May 2009InternWorked upon full project cycle (Understanding the client requirements, questionnaire design, Initial surveys, Client interactions for additional inputs, Market study, Facts gathering, Target customer interactions, Analysis of the data, Report designing, Recommendations for client, Client presentations)

Copal Research India Pvt. Ltd
Mar 2010 - Jan 2013Deputy Senior AssociateJob Profile: Delivering the final projects to clientsFinal Quality Check of the projects Client communication for deciding the methodologies used in the projectsFinancial valuation of companies based on EV Multiples and comparable analysis.Working with different financial models in various industry sectors.Finding out the values of different companies using SOTP Valuation.Analyzing various merger and acquisition deals in various industries based on the deal multiples and premium/discount analysisHelping the team in creation of various pitch books and profiles.Conducting training programs for new joiners in the team Show less

Evalueserve
Jan 2013 - Mar 2022Managing 15 member team and responsible for team's project timely delivery, quality, appraisal etc. Handling client escalations and involved in MIS presentations. Helping automation platforms executions and client demos Provides investment banking support to a European bulge bracket investment bank in Industrial sector including Meta & Mining.Worked on detailed pitch book creation inclusive of industry research, target screening, profiling, trading comps, precedent transactions, models and benchmarking analysis.Manged 8 FTEs directly including deliveries, quality check and appraisals Working on different products of investment banking like Comparable analysis, benchmarking, pitch books, m&a. International exposure of 6 months in Evalueserve Chile office for training and setting up a team for IBD services. Parts of my responsibilities in Chile was knowledge transfer as well as supervising the local analysts and giving the right start to the team. Apart from technical aspects of the responsibilities, maintaing the cultural and social aspects was a challenge.
Group Manager
Jan 2020 - Mar 2022Manager
Jan 2015 - Dec 2019Senior Business Analyst
Jan 2013 - Dec 2014

Acuity Knowledge Partners
Mar 2022 - nowDelivery Manager
Licenses & Certifications

NCFM Capital Market
NCFM (NSE's Certification in Financial Markets)
NCFM Derivative Market
NCFM (NSE's Certification in Financial Markets)
Project Management
ICFAI Business School, Ahmedabad- View certificate
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Financial Modeling & Valuation Analyst
Corporate Finance Institute® (CFI)Apr 2022 - View certificate
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Financial Planning and Analysis (FP&A)
Corporate Finance Institute® (CFI)Apr 2022 - View certificate
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Advanced Excel Formulas & Functions
Corporate Finance Institute® (CFI)Apr 2022 - View certificate
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Dashboards & Data Visualization
Corporate Finance Institute® (CFI)Apr 2022
Languages
- spSpanish
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