Public Speaking, Reading History, Playing Basketball
Shubham Vidua
Vidisha
Summary
Experienced finance professional with 4.4+ years in the industry, proficient in Investment Banking, Equity Valuation & Research, Financial Modeling, Planning & Analysis, Forecasting. Demonstrated expertise in Investment Banking & Research.
Overview
4
4
years of professional experience
7
7
years of post-secondary education
5
5
Certifications
Work History
Assistant Vice President - Investment Banking
Sundar Management Services LLP.
12.2023 - Current
- Expanded client base through effective network utilization, securing funding via equity and debt transactions.
- Excelled in financial modeling and pitch deck preparation, ensuring impactful client presentations.
- Provided comprehensive advisory services, guiding companies through complex transactions with meticulous detail.
- Led and developed high-performing teams, fostering a collaborative environment to achieve business goals.
- Applied advanced analytical skills to formulate tailored investment strategies, driving business growth and enhancing client relationships.
Associate - Investment Banking
Incedo Inc
9 2021 - 11.2023
- Performing financial modeling, data analysis, and
valuation techniques. Expertise in performing in-depth company analysis using diverse valuation methodologies, including DCF, comps, and precedent transactions. - Crafting comprehensive research reports and Pitchbooks that
communicate complex financial insights
effectively. Exceptional written and verbal
communication skills, enabling clear presentation
of findings to both technical and non-technical
audiences. - Experienced in reconciling financial data from
multiple sources to ensure accuracy. Skilled in
utilizing industry-leading tools for data manipulation
and interpretation, contributing to robust and
insightful equity analysis. - Collaborated with portfolio managers to provide
actionable insights based on thorough equity
research. Conducted sector-specific analysis,
identified market trends, and contributed to the
formulation of investment strategies that aligned
with risk-return objectives. - Conducted precise Valuation of Portfolio
Investments to maintain accurate asset
assessment. Deliver punctual and accurate Fund
and Investor Reports in adherence to SLAs.
Financial Analyst
Webcraft IT
03.2020 - 09.2021
- Performed detailed financial analysis, including budgeting, forecasting, and financial modeling using different methods such as DCF, Three-Statement Model, M&A to provide accurate insights into financial performance and aid in decision-making processes.
- Developed complex financial models & forecasting tools to analyze revenue variance, business pipeline and industry trends. Generated reports to assess performance, evaluate investments, and plan budgets.
- Collected and evaluated financial data from various sources, such as financial statements, market trends, and economic indicators, to generate meaningful reports and recommendations for improving financial strategies and optimizing resource allocation.
- Identified trends, risks, and opportunities through data analysis, ensuring accurate and timely financial reporting to stakeholders.
- Identified potential risks and opportunities by analyzing market trends, industry benchmarks, and financial indicators. Developed strategies and recommendations to mitigate risks, enhance profitability, and support effective financial planning and risk management initiatives.
Education
Post Graduate Diploma in Management - Securities Markets
National Institute of Securities Markets
Mumbai 07.2018 - 05.2020
Master of Arts - English Literature
Sarvepalli Radhakrishnan University
Bhopal, India 04.2001 -
BBA - Business & Entrepreneurship
Footwear Design And Development Institute
Noida 08.2015 - 06.2018
12th -
Vatsalya Senior Secondary School
Vidisha 04.2014 - 04.2015
10th -
Trinity Convent Senior Secondary School
Vidisha 04.2012 - 03.2013
Skills
Planning and Coordination
MS Office
Teamwork
Verbal and written communication
Excel
Strong Analytical Skills
Strong Problem Solving
Interpersonal Skills
Strategic financial planning and analysis
Financial Modeling
Fundamental & Quantitative Analysis
Corporate Finance
Internships
- Campus Ambassador, IIT Kanpur
(Entrepreneurship Cell) - May 2016 - May 2017 - StockHolding Corporation of India Limited
(Custodial Services, Operations) - May-June 2019
Projects
Dissertation Project – “Role of Investment Bankers in Capital Markets”
- Conducted extensive research on the significant
role of investment bankers in capital markets,
exploring their influence on market liquidity, IPO
performance, and strategic financial
transactions. - Analyzed the intricate dynamics of investment
bankers in capital markets, investigating their
contribution to facilitating efficient capital
allocation, underwriting IPOs, and executing
complex financial transactions.
Internship Project Title – “Custodial Services, Operations”
- Assisted in optimizing custodial services
operations by implementing process
improvements and conducting analysis. - Supported the team in managing client
accounts, executing trades, and ensuring
compliance with regulatory requirements.
Certification
NISM Series VA – Mutual Fund Distributors
Interests
Timeline
Assistant Vice President - Investment Banking
Sundar Management Services LLP.
12.2023 - Current
Financial Analyst
Webcraft IT
03.2020 - 09.2021
NISM Series VIII – Equity Derivatives
10-2019
NISM Series XV – Research Analyst
09-2019
Bloomberg Market Concepts
06-2019
NISM Series VII – Securities Operations & Risk Management
11-2018
NISM Series VA – Mutual Fund Distributors
10-2018
Post Graduate Diploma in Management - Securities Markets
National Institute of Securities Markets
07.2018 - 05.2020
BBA - Business & Entrepreneurship
Footwear Design And Development Institute
08.2015 - 06.2018
12th -
Vatsalya Senior Secondary School
04.2014 - 04.2015
10th -
Trinity Convent Senior Secondary School
04.2012 - 03.2013
Master of Arts - English Literature
Sarvepalli Radhakrishnan University
04.2001 -
Associate - Investment Banking
Incedo Inc
9 2021 - 11.2023
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