Vivek Gulia

Vivek Gulia

Intern

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location of Vivek GuliaGurgaon, Haryana, India

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  • Timeline

  • About me

    Financial Services | Investment Banking | Corporate Finance | Financial Modeling

  • Education

    • IBS Ahmedabad

      2008 - 2010
      MBA Finance A

      Activities and Societies: House Vice-Captain, Cricket team, Badminton team MBA Finance

    • Kirori Mal College, Delhi University

      2006 - 2008
      MBA; B.SC Finance; Physical Science
    • Kirori Mal College

      2005 - 2008
      Bachelor of Science (BSc) B

      Activities and Societies: College Festival Organizer

  • Experience

    • Sanguine Management Services

      Feb 2009 - May 2009
      Intern

      Worked 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 2013
      Deputy Senior Associate

      Job 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 2022

      Managing 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 2022
      • Manager

        Jan 2015 - Dec 2019
      • Senior Business Analyst

        Jan 2013 - Dec 2014
    • Acuity Knowledge Partners

      Mar 2022 - now
      Delivery 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
    • Financial Modeling & Valuation Analyst

      Corporate Finance Institute® (CFI)
      Apr 2022
      View certificate certificate
    • Financial Planning and Analysis (FP&A)

      Corporate Finance Institute® (CFI)
      Apr 2022
      View certificate certificate
    • Advanced Excel Formulas & Functions

      Corporate Finance Institute® (CFI)
      Apr 2022
      View certificate certificate
    • Dashboards & Data Visualization

      Corporate Finance Institute® (CFI)
      Apr 2022
      View certificate certificate