Bharat Goyal Email & Phone Number

Gurugram, Hr, In

Openreach Fibre Network Delivery

CGM Finance Control

OA External Reporting

Gurgaon, India

PE Investment Portfolio Management

--Team Handling--• Supervised and developed a team of 6 research analysts• Collaborated with senior management to define plans and targets for the team and preparing Execution Plans to meet Management deadlines.• Prepared MIS reports in MS Excel for team-hours availability and provided daily, weekly and monthly status of the projects• Handled work-related queries from team members and conducted training session on research methodologies and work processes--Business Research--• Maintained a database of approx 2000 public-listed and private companies in BFSI sector which are part of Firstrain database• Conducted secondary research on companies, industries, business situations and themes as per research needs of Portfolio managers using Firstrain Platform, Lexis Nexis, Thomson One, Hemscott, Google Finance, Yahoo Finance, Google News and web search.• Analyzed different industry themes, value chain, market segments, market shares, market drivers, market trends, and products and services• Analyzed Reuters profiles and SEC filings for public-listed companies to identify and maintain a database of lines of business of the companies• Ensured news coverage for tickers in key capital market indices viz Russell 1K, Russell 2K, FTSE 100 etc--Technical Aspects--• Proposed the System Enhancement needs based on their nature, requirement and benefits and preparing User Requirement Sheet• Reported technical issues encountered by the team to Technology team for resolution and system improvement• Conducted periodic review of reports for testing presentation logics and analyzing content on parameters of Precision and Recall• Enhanced content coverage related to BFSI and Technology and Telecom industry using automatic tagging and extraction from online sources using intelligent XML search queries• Conducted User Assessment Test for FirstRain User-Interface before release to the clients

• Conducted valuations of companies listed in world exchanges of NYSE, NASDAQ, London Stock Exchange, and Taiwan Stock exchange in Technology industry using financial models on MS Excel• Analysis of financial statements for calculation of financial metrics of Revenue, Net profit, P/E, EBIT, EBITDA, Cash flows, Capital expenditure, Relative Valuation ratios SEC Filings (10-K, 10-Q etc) for investment bank pitch-books.• Benchmarked companies on various financial and operating parameters to understand industry growth and profitability• Conducted quality check on reports and deliverables• Analyzed SEC Filings (10-K, 10-Q etc) to extract financials for investment bank pitch-books to populate financial models of valuation in MS Excel• Normalized earnings of the company by adjusting industry-specific and company-specific exceptional and non-recurring events• Conducting adhoc research as per needs of the investment bankers• Monitored company actions (Bloomberg CACS and LSE RNS updates) impacting share prices viz stock-splits, bonus/rights offerings, debt-offerings etc.• Sourced financial information from financial databases viz. Bloomberg, Thomson One Banker, Reuters, and Factset and ensure our estimates lie in similar ball park.• Sourced the company financials from sources viz. 10K Wizard, stock exchange and company websites• Worked on multiple projects, performed daily management tasks of work allocation, following-up and ensuring timely completion of work• Preparing MIS reports on man-hours availability, project status and project-resource utilization• Mentored new members of the team on process requirements and quality aspects.

Project Title: Equity Research in IT, Aviation & Pharmaceuticals Sectors of Indian Economy.I studied Fundamental Analysis method of Corporate Valuation to calculate intrinsic value of the shares of 5 companies. The intrinsic value so calculated was compared with the market price to give an advice on trading in the share market.

Mba, Finance, International Business

Activities and Societies: WTO Meet, INBUSH, Sangathan

B.Com, Accounts, English, Statistics, Business Management, Economics

Activities and Societies: College Cricket Team Recieved Merit Award for academics in Statistics

10+2, Commerce

Education record