ANJUMAN GUPTA
****-* ********* **., *******-Salem, NC 27106 Cell: 336-***-**** *******.*****@***.***.***
EDUCATION
BABCOCK GRADUATE SCHOOL OF MANAGEMENT, WAKE FOREST UNIVERSITY WINSTON-SALEM, NC
Masters of Business Administration, Finance and Accounting May 2009
Appeared for Certified Financial Analyst (CFA) Level II Candidate, June 2009
U. P. TECHNICAL UNIVERSITY LUCKNOW, INDIA
Bachelor of Technology, Computer Science July 2004
PROFESSIONAL FINANCE QUALIFICATIONS
Corporate Finance Performed Capital structure, Capital budgeting, Acquisitions and restructuring, by analyzing cost of capital,
valuation of business entities, raising capital, understanding economic and business factors, and evaluating
uncertainty surrounding financial decisions on various companies in different in dustries.
Financial Statement Analysis Analyzed Amazon Inc, Duke Energy, Drexel Heritage, Wal-mart, Family Dollar through ratio analysis,
assessing the impact of management decisions on a firm’s quality of earnings, dividend policies, analysis of
historical and future cash flows, liquidity analysis, and growth rate analysis.
International Financial Analyzed forwards, futures, and option contracts on bonds, commodities, equities, and foreign exchange, to
Management and Derivatives design speculative and hedging strategies. Gained extensive knowledge on the accounting adjustments for
multinational corporations.
Security Analysis Analyzed industry trends, competitive dynamics and performed financial analysis using various models like
DCF, DDM, Public Comparables and Residual Income model on J. Crew and Adobe, Inc to provide
buy/hold/sell recommendation for Wake Forest University’s portfolio. The stocks were presented to the
board and Adobe, Inc got full allocation for the portfolio.
PROFESSIONAL EXPERIENCE
Associate AGILIS EQUITY PARTNERS, Winston-Salem, North Carolina June 2009 - Current
Market Research Engaged in top-down analysis on industries to identify pool of potential companies to perform due diligence,
valuation of the acquisition candidates and negotiations.
Summer Associate DEUTSCHE BANK (ECM, Corporate Finance), Mumbai, India 2008
Financial Market Analysis Analyzed market and industry trends, competitive dynamics, valuation metrics, and prepared pitch books
for advising clients for open offers and delisting options
Regulatory Compliance Performed financial analysis and due diligence, participated in drafting sessions, and prepared pitch books
needed in marketing of $ 1.2bn Rights Issue
Financial Analysis Performed financial analysis including comparable companies analysis and discounted cash flows for a buy
side M&A transaction
Sr. Consultant HCL TECHNOLOGIES LTD, Noida, India 2004 – 2007
New Business Development Drafted business proposals including staffing, projecting revenues and expenses for various clients.
Resulted in new projects for the company
Project Management Oversaw team progress and communication to internal senior management on project status that resulted
in delivery of projects on-time, on budget increasing satisfaction and efficiency
Report Development and Compiled and synthesized information from the client and reported it to project manager to develop critical
Analysis design document, the blueprint for the step-by-step execution of project and future goals for projects in
process
Budget Development Collaborated with client to identify areas of concern and discuss future strategies. Allocated resources to
various projects and developed internal budget based on the billable hours and function points
FINANCIAL DATABASE / SOFTWARE PROFICIENCY
Certified Java Programmer Capital IQ FactSet
Thomson ONE Banker Bloomberg BSE/NSE India
AWARDS AND RECOGNITIONS
Service Award for outstanding client service from BTFG (BT Financial Group) 2006
Member of Finance Club (Member Lunch & Learn Committee) & Strategy & Consulting Club 2007 – 2008
Recipient: Merit based scholarship, GMAT: 660 (Quantitative Aptitude: 96%) 2007 – 2009
Research Assistant: Prof. Charu Raheja, Assistant Professor of Finance 2008
Captain of the College Cricket Team 2002 – 2004
Spearheaded the Training and Placement Office (included strategy and company presentations) 2003 – 2004