Ashish Gupta
** ******* ******, *******, ** ***10 . 240-***-**** .
**********@*****.***
. Analytical problem solver with a strong quantitative aptitude and ability
to quickly grasp complex concepts.
. Proven ability to assume multiple projects concurrently with strong
detail, problem solving and follow-through.
. Disciplined with a strong character and work ethic developed from an
undergraduate degree at a liberal arts university.
. Energetic and personable with innate relationship-building qualities,
communication and writing skills.
Education
University of Richmond
Richmond, VA
BSBA, Economics Major/Finance Concentration - May 2004
CFA Institute
Charlottesville, VA
Passed all three levels of the CFA Program
Professional Experience
Aleutian Capital Group
New York, NY
Senior Financial Analyst (Oct. 2006 - Dec. 2009)
. Synthesized offering memorandums from middle-market investment banks on
sell-side engagements across a broad range of industry sectors into a
one page summary report.
. Led deal sourcing efforts on sell-side engagements represented by
investment banks, including Amtech Corporation which was acquired by
the firm's private equity client Blackford Capital.
. Maintained financial models in MS Excel for publicly traded companies,
utilized valuation multiples to value middle-market businesses, and
researched potential acquisition targets for the firm's buy-side client
base.
. Analyzed middle market firms' business models, management team,
industry positioning, scalability, profitability, valuation criteria,
and client base for potential buyouts.
. Created and delivered presentations to senior management summarizing
financial results, investment rationale, and proprietary capabilities
of potential acquisition targets.
Jasper Capital New York,
NY
Proprietary Equity Trader (Nov. 2005 - Aug. 2006)
. Conducted trades in large-cap equities within the energy sector and
recorded daily profit and loss to determine how movements in the S&P
500/Dow Jones influenced the direction of trading for the day.
. Performed fundamental and technical analysis on large-cap oil stocks
such as Chevron, Exxon, and Conoco Phillips to determine how price
fluctuations of crude oil affected their intrinsic value.
L-3 Communications GSI
Falls Church, VA
Financial Analyst (Jan. 2005 - Sep. 2005)
. Analyzed and reconciliated account balances within the TRICARE
management activity contract and showed results in Excel on a monthly
basis.
. Processed requisitions using TRICARE's requisition tracking system and
assisted in the obligation/de-obligation of government contracts.
London Stock Exchange
London, UK
Summer Internship - Finance Systems (May 2001 - July 2001)
. Analyzed and formatted financial spreadsheets in MS Excel by creating
complex macros within Visual Basic to delete any redundant or
unnecessary information.
. Prepared the final version of user acceptance test scripts, which
contains detailed information for the connection of the Exchange's
accounting/finance database system to the software provider Accenture.