Aviral Agarwal Email & Phone Number

Chicago, Illinois, United States

Rochester, New York Metropolitan Area

1) Responsible for managing 3 companies in the portfolio comprising of 15+ investments.2) Assessing progress of these companies, evaluating their financial performance, product roadmap and risk factors.3) Collaborating with peers and seniors to make presentations to the Board on future investment decisions.

Rochester, New York Metropolitan Area

1) Working as a team of 4 analysts to research 2 mid-cap healthcare companies and making investment recommendations.2) Prepared research notes on the companies based on several parameters like industry trends, risk factors and SWOT analysis.3) Prepared financial projections and used the DCF model to value the companies.

Mumbai, Maharashtra, India

1) Assisted senior equity research analyst at the firm to prepare research reports on upcoming IPOs in the Indian market to help make informed investment decisions2) Conducted extensive research by reviewing the preliminary prospectus and studying the business model, risk factors, audit reports and financial statements, and prepared financial projections of the company.

Mumbai, Maharashtra, India

1) Prepared valuation reports of 3 listed FMCG companies by using DCF models to derive the fair value of the stock.2) Attended analyst calls, reviewed news reports, and studied company’s annual reports to prepare draft research notes for the senior associate.

Mumbai, Maharashtra, India

1) Worked directly with the Head of Data Analytics Department and assisted him in the preparation of business reports for use by the client relationship team.2) Learned data harmonization techniques to combine various sources of stock price and performance data dating back 20 years.

Master Of Science - Ms, Finance

Bachelor'S In Financial Markets

H.R. College of Commerce and Economics