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Krishika Jain, CFA

Product Manager

Mumbai, Maharashtra, India3 yrs 2 mos experience

Key Highlights

  • CFA Charterholder with strong finance expertise.
  • Extensive experience in investment banking and private equity.
  • Proficient in financial analysis and market research.
Stackforce AI infers this person is a Finance Professional with expertise in Investment Banking and Financial Analysis.

Contact

Skills

Core Skills

Financial AnalysisMarket ResearchProject ManagementFinancial Modeling

Other Skills

Analytical SkillsAttention to DetailBankingBusiness ValuationCommunicationCritical ThinkingData AnalysisDue DiligenceFinanceFinancial DataFinancial PlanningIncome TaxInvestment BankingLeadershipMicrosoft Excel

About

Krishika is a dedicated finance professional and CFA Charterholder with a strong foundation in corporate and investment banking, backed by a B.Com degree from HR College. Over the past three years, she has gained extensive experience as a Research Analyst & CIB Analyst, honing her skills in financial analysis, SME loans financing and market research. Her passion lies in investment banking and private equity, where she thrive on evaluating investment opportunities and driving value creation. Beyond her professional pursuits, she is an avid dancer and content creator, constantly seeking creative outlets. Passionate about continuous learning and professional development, she is eager to connect with like-minded professionals and explore opportunities that align with her expertise and passion for finance. She thrive on challenges and is committed to making a positive impact in the field of finance.

Experience

Hem securities ltd.

Investment Banking Associate

Jan 2026Present · 2 mos · Mumbai, Maharashtra, India · On-site

Saar securities (india) pvt ltd

Research Analyst

Jun 2023Jun 2025 · 2 yrs · Mumbai, Maharashtra, India · Hybrid

  • As a Research Analyst, I was responsible for conducting comprehensive research, performing detailed data analysis, and preparing analytical reports to support strategic decision-making and organizational growth. My role involved collecting, organizing, and interpreting data from diverse primary and secondary sources to deliver actionable insights that informed management decisions and client strategies.
  • Alongside this, I was actively involved in options trading for some period , where I analysed market trends, assessed volatility and risk, and applied analytical models to support informed trading decisions.
Market ResearchData AnalysisFinancial AnalysisCommunication

Pankaj k jain & associates

Corporate & Investment Banking Analyst

May 2022May 2023 · 1 yr · India · Hybrid

  • Managed CRE and other financing projects from data collection to loan disbursement and client coordination.
  • Prepared detailed financial reports and analyses, liaising with valuers, legal advocates, and credit rating agencies.
  • Built strong relationships with clients, banks, and agencies through effective communication and project management.
Financial AnalysisProject ManagementCommunication

Hem securities ltd.

Equity Capital Market Analyst

Jan 2022Mar 2022 · 2 mos · Mumbai, Maharashtra, India · On-site

  • Oversaw all aspects of IPO Underwriting, due diligence market research and economic analysis.
  • Developed Excel cash flow projections and NPV valuation models based on in depth market research.
Market ResearchFinancial ModelingDue Diligence

Education

CFA INSTITUTE

CFA INSTITUTE

Aug 2025Present

CFA INSTITUTE

May 2024Present

CFA INSTITUTE

Feb 2023Present

H.R. College Of Commerce & Economics

Bachelor of Commerce - BCom

May 2020Mar 2023

Narsee Monjee College of Commerce and Economics

May 2018Feb 2020

Gokuldham High School

Mar 2018Present

The Institute of Chartered Accountants of India

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