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Ankit Gupta Cfa

Cfa Charterholder And Mba (Finance) From Sibm, Pune With Around 7 Years Of Experience In Transaction Advisory, Equity Research And Financial Modeling
  • Gurgaon, Haryana, India
Profile Snapshot
Ankit is based out of Gurgaon & has studied Finance, MBA-Master of Business Administration from Year 2007-2009 in SIBM-Symbiosis Institute of Business Management, Symbiosis International University.
Ankit Gupta Cfa is Skilled in Aptitude
My Story
- Over six years of transaction advisory and investment research experience; currently working with EY
- CFA charter holder; MBA (Finance) from Symbiosis Institute of Business Management (SIBM), Pune
- Expertise - investment research, transaction advisory, financial modelling & valuations, strategy papers, mergers and acquisitions, report writing
- Sector proficiency – Utilities (power and gas), Alternative/renewable energy, Equipment manufacturers and Construction & Engineering
Professional Path
Associate Manager
Full Time Jan-2015 To present (10 years 7 months)
Responsibilities
  • - Working as a consultant in the Operational Transaction Services (OTS) division of the Transaction Advisory Services (TAS) department for the US region
    - Transaction advisory: Currently working on a USD5bn tax-free spin-off engagement for a global automation company; Responsibilities include developing divestment strategies, operational work plans, and current and future operating models among other deliverables
    - Transaction analysis: Prepared outside-in, inside-out and other divestment / integration analysis and considerations for multiple transactions including analysis of potential synergies, integration challenges and risk-based operational and financial aspects
    - Strategy papers: Worked on a variety of strategy papers and other business development products including opportunity assessment and POV analysis across sectors
    - Team handling: Co-managing the US OTS practice including account planning, resource allocation, project management and operational excellence
Assistant Manager
HSBC
Full Time Nov-2010 To Jan-2015 (4 years 2 months)
Responsibilities
  • - Worked as a sell-side equity analyst covering the Asia Pacific power, gas distribution and alternative energy sectors
    - Financial Modelling: Extensive experience of building financial and valuation models for projects and companies in China, Hong Kong, Malaysia, Korea and India
    - Transaction advisory: Have advised clients on five IPO transactions with a combined market cap of over USD50bn in the Asia-Pacific power and alternative energy sectors
    - Mergers and acquisitions: Worked on modelling of several mergers, acquisitions, spin-offs and divestitures assignments for the companies under coverage
    - Report writing: Co-authored more than 150 company and sector reports for distribution to institutional clients
    - Team handling: Managed the Asian loop of the utilities team as Assistant Manager since Mar 2012
    - Overseas exposure: Spent four months in HSBC Hong Kong office meeting companies and clients in Aug 2011, Mar 2012, Mar 2013 and Mar 2014
Achievements
  • Awarded special recognition award for the year 2011 and team of the quarter award in Q1 2011, Q2 2012 and Q1 2013
Business Analyst
Full Time Mar-2010 To Nov-2010 (8 months)
Responsibilities
  • - Worked on an end-to-end equity research project for one of the biggest Indian brokerage houses
    - Created and maintained detailed financial models and authored Initiation reports and result notes for construction & engineering and retail sector companies in India
    - Maintained complete ownership of the stock coverage including model building, valuation, report writing, stock recommendation and results coverage
Achievements
  • Awarded the best employee award within six months of joining the company
Qualifications
Master of Business Administration, Finance
Symbiosis Institute of Business ManagementSymbiosis International University
2007-2009 | Score 75%
MBA (Finance) from Symbiosis Institute of Business Management (SIBM), Pune scoring a CGPA of 3.0 out of 4.0, among top 5% in a batch of 200 students (2007-09)
Bachelor of Engineering or Technology
Sastra UniversitySastra University
2003-2007 | Score 90%
B. Tech specialising in Electronics & Instrumentation engineering from SASTRA University, Tamil Nadu scoring a CGPA of 9.7 out of 10, securing 3rd rank in the university (2003-2007)
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