KEYUR JOSHI, CFA

KEYUR JOSHI, CFA

Graduate Engineering Trainee

Followers of KEYUR JOSHI, CFA2000 followers
location of KEYUR JOSHI, CFAMumbai, Maharashtra, India

Connect with KEYUR JOSHI, CFA to Send Message

Connect

Connect with KEYUR JOSHI, CFA to Send Message

Connect
  • Timeline

  • About me

    Senior Manager | Acquisitions | CFA

  • Education

    • K J Somaiya Institute of Management

      2015 - 2017
      PGDM Finance and Financial Management Services
    • University of Mumbai

      2010 - 2014
      Bachelor of Engineering - BE Civil Engineering First Class
  • Experience

    • Mahindra Lifespace Developers Ltd.

      Mar 2015 - Jun 2015
      Graduate Engineering Trainee

      • Worked with the projects team in Project planning and Execution to plan and ensure that monthly revenue recognition targets were met• It was the first of its kind project where prefab construction was used for building G+1 structures and new and creative solutions were devised for other aspects like drainage and sewage treatment

    • Fintoo

      May 2016 - Jul 2016
      Internship
    • Arcesium

      Jun 2017 - Nov 2018
      Analyst

      • Worked on product vision to strengthen our product offering from a strategic standpoint considering factors like ROI,Existing products, R&D Budget and overall product Integration• Designed and automated change management processes to boost ROI and reduce FTE requirement by 15%.• Product team representative for on-boarding a multi-billion dollar hedge fund. Completed the project on schedule byproviding timely solutions to stakeholder queries around technology,pricing,breadth of asset classes and trade volumes. Show less

    • Duff & Phelps

      Feb 2019 - Sept 2020
      Restructuring, Distressed M&A

      Worked on pre-insolvency fund-raising, debt restructuring, distressed asset M&A, turnaround projects and participated in business development activities.Built bottom up financial models for transactions and debt restructuring. Created investment teasers, pitch books and participated in fund raising for assets in infrastructure space.Worked on turnaround and insolvency mandates to manage company cash flows and deliver actionable insights to various stakeholders including lenders and private equity funds. Show less

    • JPMorganChase

      May 2021 - Feb 2022
      Analyst
    • Suminter India Organics

      Mar 2022 - Sept 2022
      Senior Business Analyst
    • Confidential

      Sept 2022 - now
      Senior Manager
  • Licenses & Certifications

    • FRM level 1

      GARP FRM Program
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jul 2023
      View certificate certificate
    • Passed CFA level 3

      CFA Institute
      Jun 2016