CA Navneet Middha

Business Development Executive

Delhi, India8 yrs 2 mos experience

Most Likely To Switch

Key Highlights

Chartered Accountant with MBA from Xavier Institute.
Expert in financial analysis and strategic planning.
Hands-on experience with major financial databases.

Stackforce AI infers this person is a Financial Analyst with expertise in Investment Banking and Strategic Research.

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Skills

Core Skills

ResearchFinancial AnalysisStrategic Planning

Other Skills

AccountingBenchmarkingBenchmarking ReportsBusiness StrategyCompany ValuationCustomer ServiceFinancial Risk ManagementIndustry ResearchMarket ResearchMarketing MaterialsMerger & Acquisition ResearchMergers & AcquisitionsMicrosoft OfficePitch BooksPowerPoint

About

Navneet is currently working as an Investor Relations Manager at DMI Finance. He is a chartered accountant and also holds an MBA degree from Xavier Institute of Management, Bhubaneswar. Having hands-on experience on different databases like Thomson, Factiva, Mergermarket, Bloomberg etc. He is skilled in Microsoft Word, Management, Leadership, Microsoft Excel, and Strategic Planning.

Experience

8 yrs 2 mos

Total Experience

2 yrs

Average Tenure

3 yrs 2 mos

Current Experience

Dmi finance private limited

Investor Relations Manager

Mar 2023 – Present · 3 yrs 2 mos · Delhi, India

Wells fargo

Investment Banking Analyst

Aug 2021 – Mar 2023 · 1 yr 7 mos

Preparing in-depth industry profiles, newsletters and benchmarking reports
Undertaking industry research and Industry bench-marking, outlook & competitive view
Undertaking strategic company research [research on companies' projects in pipeline, market share, customers, debt ratings, news, public issues, ownership structure, active investors, share prices, ratios etc.]
Undertaking merger & acquisition research [research on M&A synergies, financials and multiples etc.]
Undertaking industry & market research [extracting information on key industry players, industry revenue and key financials, population, economic and demographic information etc.]

Industry ResearchBenchmarking ReportsStrategic Company ResearchMerger & Acquisition ResearchMarket ResearchResearch+1

Hsbc global banking and markets

Analyst

Apr 2019 – Aug 2021 · 2 yrs 4 mos · Bengaluru, Karnataka, India

Worked with the Strategic transactions group division of HSBC to produce pitch books and marketing materials
Closely aligned with UK Financial Institutions Group (FIG) team with extensive knowledge of European banking and asset management sectors
Role involved understanding of business models for companies and do deep dive into industry research, benchmarking and provide strategic advice to clients
Buy and sell side mergers & acquisitions focus on Banks, Asset management companies and Fintech companies
Preparation of strip profiles, one pagers and presentation materials for onshore bankers

Pitch BooksMarketing MaterialsIndustry ResearchBenchmarkingMergers & AcquisitionsFinancial Analysis+1