K

Kanishk Rohilla

Associate Consultant

Gurgaon, Haryana, India6 yrs 1 mo experience

Key Highlights

  • Experienced in investment banking and financial analysis.
  • Proven track record in managing client portfolios.
  • Strong leadership skills with team management experience.
Stackforce AI infers this person is a Finance professional with expertise in Investment Banking and Financial Management.

Contact

Skills

Core Skills

Investment BankingFinancial Planning And Analysis (fp&a)Investor RelationsFinancial AnalysisBank ReconciliationWealth ManagementFinancial Modeling

Other Skills

BankingBloombergCapital StructureCommunicationCorporate ActionsCost BasisCost Basis ReportingDCF ValuationDebt FundingDerivativesEquity ResearchFinanceFinancial AccountingFund AccountingFundraising

About

I am a finance enthusiast working as an Investment Banking Senior Associate at Incedo Inc. I have completed my MBA in Finance from ICFAI Business School. I am a keen learner, self-motivated, and good at management. I am also a good team player, committed to my work, and a person who respects deadlines. I am Seeking a challenging position in a reputable finance organization to expand and utilize the learning, skills, and knowledge I gained during my Working experience and MBA. Technical Skills: SQL Thomson One Envision PA Pitchbook reporting Financial modeling R-Programming MS Advance Excel Salesforce-JR-P SPSS MS Office Competencies: Corporate finance Financial modeling preparation and analysis. Discounted cash flow modeling Investment and portfolio management Financial management Accounting. Strategic management Leadership and management If you have any vacancy relevant to my field of expertise, please connect with me through the mail. kanishkrohilla92@gmail.com

Experience

Sn capital management (official page)

Head Consultant

Feb 2025Jun 2025 · 4 mos · Noida, Uttar Pradesh, India · On-site

  • Pre-IPO & Unlisted Shares: Facilitates buying and selling of shares in companies like Apollo Green Energy, Zappfresh, and NeRL before they list publicly.​
  • Zero Brokerage: Transparent pricing with no hidden charges.​
  • Fast Execution: Shares are delivered to your demat account within 24 hours of transaction confirmation.​
  • Secure Transactions: All dealings are conducted via encrypted bank transfers—no cash involved.
Equity ResearchProject FinanceFinancial Planning and Analysis (FP&A)Investment BankingInvestor Relations

Three box solution

Business Consulting

Jun 2024Feb 2025 · 8 mos · India · Hybrid

  • Lead and build a high-performing sales team focused on international business development.
  • Oversee digital marketing campaigns to enhance brand visibility and lead generation.
  • Identify new business opportunities and partnerships within the KPO/BPO space.
  • Gather and analyses business information to procure leads and expand the client base.
  • Develop and maintain a comprehensive database of potential clients, including hospitals, providers, and clinics.
  • Prepare and write proposals, including RFIs and RFPs, and ensure timely submissions.
  • Monitor deadlines and track the status of proposals post-submission.
  • Conduct post-proposal debriefing sessions to evaluate processes and address issues.
  • Collaborate with the Operations team to cross-sell services and increase revenue from existing accounts.
  • Technical Skills:
  • Strong knowledge of private equity and investment banking deal flow processes.
  • In-depth understanding of the KPO/BPO business and the provider value chain.
  • Familiarity with industry conferences and networking events.
  • Experience in maintaining CRM systems for tracking sales activities.

Recur club

Senior Investor Relations

Apr 2023Apr 2024 · 1 yr · Gurugram, Haryana, India · Hybrid

  • Design and produce pitchbooks, presentations, and reports that provide insights on prospective deals and market positioning.
  • Managed daily bank reconciliations and monitored settlement variances ensuring compliance with SLA and audit standards.
  • Select individual stocks for inclusion in the portfolio. This may involve analyzing financial statements, valuation metrics (P/E ratios, EV/EBITDA), earnings growth, and other company-specific factors.
  • Work with investment teams, senior management, and clients to craft compelling presentations.
  • Worked on client payment processing, monitoring receivables and managing fund transfers as part of operational support.
Pitch BooksFinancial AnalysisInvestor RelationsDebt FundingVenture CapitalCapital Structure+1

Incedo inc.

2 roles

Senior Associate- Investment Banking

Dec 2019Jan 2023 · 3 yrs 1 mo · On-site

  • Reconciliation of Wealth allocation for MF, Equity, Govt Bond, Municipal
  • bonds for HNWI (High Net Worth Individuals) as well.
  • Reconciliation and Audit for Fixed Income Bonds/UITs, Equities and other
  • securities.
  • Handling portfolio of our clients for going forward trade settlement and
  • corrections.
  • Performing corrections for Mutual Fund trade rejects.
Bank ReconciliationInvestment BankingFund AccountingCost BasisCorporate Actions

Senior Associate

Dec 2019Jan 2023 · 3 yrs 1 mo · On-site

  • Working for Client Assetmark Trust which is an Integrated Custodian, also
  • has other partner custodian like Fidelity.
  • Managing and supervising the team of 10 Associates (2 associates for
  • reconciliation process & team of 8 associates for Cost basis process) to
  • ensure the timely completion of assigned tasks.
  • Handling portfolio of our clients for going forward trade settlement and
  • corrections.
  • Account reconciliation of client portfolio for custodian change and
  • security allocation.
  • Reconciliation and Audit for Fixed Income Bonds/UITs, Equities and other
  • securities
  • Performing corrections for Mutual Fund trade rejects
  • Research on Cost Basis for taxable securities and update the cost basis
  • after coordination with onshore team
  • Reconciliation of Wealth allocation for MF, Equity, Govt Bond, Municipal
  • bonds for HNWI (High Net Worth Individuals) as well.
  • Developed and presented detailed analysis of investment
  • performance, portfolio attributes and benchmark composition to
  • evaluate investment strategies.
  • Cultivated client relationships through high levels of direct
  • communication to maintain customer loyalty.
  • Tracked prices, interests and other trends to correctly interpret impacts
  • on investment programs.
  • Developed spreadsheet models for diverse projects and analysis.
  • Improved emergency resolution processes to save time.
  • Helped clients make optimal decisions on amounts and timing of
  • capitalization.
Wealth ManagementPrivate EquityInvestor RelationsDCF ValuationFinancial ModelingDerivatives+4

Intellistocks

2 roles

Research Associate

Nov 2017Apr 2018 · 5 mos

  • Equity Research

Business Development Manager

Apr 2017Nov 2017 · 7 mos

Education

The ICFAI University, Gurgaon

Master of Business Administration - MBA — Finance and Financial Management Services

Mar 2015Apr 2017

Dr. A.P.J. Abdul Kalam Technical University

Bachelor of Technology - BTech — Computer Software Engineering

Mar 2010Apr 2014

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