Shashank Dholakia

Experience

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  Insurance & Tax Consultancy Services

  Mar 2016 - Aug 2016

  Junior Actuarial Analyst

  •Conducting gratuity and leave encashment valuations for corporates.•Advising clients on maintaining sufficient reserves for employee’s benefit schemes•Assisting Head Actuary in preparing valuation reports

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  Infina Insurance Broking Pvt Ltd

  Aug 2016 - Mar 2018

  Assistant Underwriter

  •Manage insurance portfolio of corporates•First point of contact between the Clients and the Insurance Company.•Preparing a detailed report on all the Insurance policies currently active with client and doing gap analysis.•Conducting Risk Inspection and Valuation to prepare strategies which can minimize the losses at the time of unfortunate events.•Negotiating premium on behalf of corporates with the Insurance Companies•Assisting High Net-worth Individuals with investment options in Insurance Show less

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  Valorem Advisors

  Apr 2019 - Aug 2019

  Investor Relations - Intern

  •Performed financial valuations, utilising discounted cash flow and multiple based analysis of client companies.•Performed a range of analyses including industrial analysis, competitive analysis, and comparative valuation; conducted periodic meetings with investors to address any of their relevant questions or concerns.•Assembled and produced business valuation reports containing general economic conditions, industry assessment, financial and valuation analysis of clients assigned.•Built financial model from scratch and updated existing models by collecting financial data through databases such as Bloomberg, Thomson Reuters Eikon, and Capitaline.•Created professional pitchbooks, teasers, investor presentations, valuation reports, and other marketing materials to spread awareness about the client.•Maintained and updated the relevant database of trading multiples, consensus estimates, stock price performance, etc, and handled other ad hoc research projects.•Organized successful Analyst Meets for 3 of our existing clients to generate investor's interest. Show less

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  Dolat Capital

  Nov 2019 - Jan 2020

  Equity Research Trainee

  •Constructed annual and quarterly financial models and used DCF valuations, market multiple analyses to determine the appropriate share price.•Performed deep, bottom-up fundamental analysis on over 10 stocks in disparate industries.•Researched industry trends and analyzed company financial statements in order to make well-informed recommendations to clients.•Drafted company research reports, earnings notes, and industry pieces for covered companies.•Utilized financial data platforms to research and build valuation models (Bloomberg and Capital IQ) Show less

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  Steer Advisors

  Feb 2020 - Dec 2020

  Investment Banking Analyst

  •Advised clients on fundraising by means of Venture Capital and Private Equity particularly in industries such as Electric Vehicles, Packaging, Waste Management, and others.•Involved in all aspects of a transaction process, from drafting the initial pitchbook to the development of marketing collaterals like financial models, information memorandum, and other presentations for interaction with investors.•Assisted company management in preparing investor presentation materials, financial models, and performed due diligence for a $12Mn private equity placement in the waste management sector.•Prepared pitch and valuation materials for a $50Mn private equity placement in one of the leading last-mile e-mobility company.•Conducted in-depth industry research and analyzed competitive market dynamics and trends for new business and product development activities. Show less

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  Bank of America

  Jan 2021 - Mar 2022

  Global Finance Sustainable Group Analyst

  - Evaluated project financing proposals in the ESG sector (renewable energy) to advise clients on reducing carbon emissions and raising funds through debt- As part of the transaction team, prepared deal collaterals (screening memo, financial model, credit appraisal memo, tear sheets) to analyze the projects and make investment decisions- Handled C&I solar portfolio of $160Mn and prepared periodic funding memos to ensure smooth tranche payments- Carried out in-depth research at the sector level, performed necessary analysis, and identified market trends to support the transaction team during negotiation processes Show less

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  Everstone Group

  Apr 2022 - Feb 2024

  Investment Professional