Pulkit Gupta, CFA

Pulkit Gupta, CFA

Risk Analyst

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location of Pulkit Gupta, CFADelhi, India

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  • Timeline

  • About me

    Master in Finance Graduate | Specialising in Corporate Finance, Financial Modelling, Derivatives & Risk Management

  • Education

    • CFA Institute

      2015 -
      Passed Level III of the CFA Program Finance
    • Delhi College of Arts & Commerce

      2012 - 2015
      Bachelor of Commerce (B.Com.) Business/Commerce, General 77%

      Achieved All India Rank (AIR): 536, Commerce Talent Search Examination,• Vice President & Treasurer, Commerce Dept.⎯ Managed funds, sponsorship relations and budgeting for the Annual College Festival⎯ Co-ordinated day-to-day activities of the entire department

    • Delhi Public School, Yamunanagar

      2010 - 2012
      Commerce
    • IE Business School

      2015 - 2016
      Masters in Finance Finance GPA 3.76

      Activities and Societies: IE Yoga Club, IE Entrepreneurship Club, IE Finance Club Valuation, Advanced Financial Modelling, Advanced Corporate Finance, Financial Math Programming, Derivatives & Risk Management, Equity Capital Markets, Quantitative Finance, Strategic Macro Economics for Investors, Investment in Renewables.Final Thesis: “Risk Behavior & Drivers of Return: A comparative study of S&P 500 before and after the financial crisis.”

  • Experience

    • BHARAT RASAYAN LIMITED

      Apr 2015 - Aug 2015
      Risk Analyst

      - Analysed the foreign exchange risk and commodity risk exposures undertaken by the company in its foreign trade transactions and recommended relevant risk management instruments to the Financial Management Board- Prepared financial models based on provided information to map out the efficacy of the ongoing risk management measures during the current period and advised on their use and the quantum required going forward to the Financial Management Board

    • SIGNUIN.COM

      Oct 2015 - May 2016
      Lead Programmer & Financial Analyst

      Education based startup aimed at helping students find the right uni.• Responsible for developing and presenting business plans to angel investors.• Programmed the backend for the website and the data storage system• Designed algorithms for matching student profiles with the college requirements• Developed code for computing normal distribution in PHP language for implementation of website algorithms

    • BHARAT RASAYAN LIMITE

      Jul 2016 - Jan 2017
      Financial Risk Manager

      - Formed a part of the Financial Management Board of the Company- Conducted reviews of current or emerging high risk activities, particularly in overseas territories. This includes providing risk advice on a range of foreign trade deals- Performed a comparative analysis of suppliers across the globe based upon the foreign exchange risks, economic stability, supplier’s fundamentals and other risks associated with dealing with them and presenting the appropriate risk management options to the Financial Management Board- Coordinated with other specialist external advisors on the control environment and tracking the implementation of recommendations- Performed Ad hoc risk advisory work as required from time to time Show less

    • Silverdale Services (India) Pvt. Ltd.

      Jan 2017 - May 2017
      Research Analyst

      - Developed recommendations for product offerings, private equity deals, mergers and acquisitions for the clients- Developed financial models to value debt and equity for mergers, acquisitions, and capital raising transactions- Analysed the risk exposures in the respective corporate finance deals undertaken by clients and recommended relevant risk management instruments- Performed due diligence, research, analysis to formulate appropriate strategies for these transactions to be executed smoothly and reported them to the top management of the clients Show less

    • MD Enterprises

      May 2017 - Oct 2018
      Head Of Risk Management

      - Supervising a small team of risk advisors, analysts and interns in the Risk Management Group of the company- Proactively providing risk management advice and best practices across the group, proactively identifying emerging risks and advising the Board of Directors on appropriate risk management options- Reporting on these key risks, efficacy of ongoing risk management measures to the top management- Embedding risk management at an operational level within the organisation and helping managers at all levels across the organisation ensure that staff at all levels are aware of and manage risk as a core part of their responsibilities- Advising or training staff at all levels on core and on-going risk management issues (e.g. the identification of ‘red flags’, the importance of customer / supplier due diligence and expansion into new markets). Show less

    • TECHNOPLAST PACKAGING PRIVATE LIMITED (MD Group)

      Oct 2018 - now
      Director
  • Licenses & Certifications

    • BESS: BLOOMBERG ESSENTIALS ONLINE TRAINING PROGRAM

      Bloomberg LP
      Nov 2015