Aditi Bhatia

Consultant / Senior Consultant / Asst. Manager – Research &

Analysis

adzfce@r.postjobfree.com

LinkedIn Profile

CORE COMPETENCIES

Secondary Market/Strategic Research

Private Equity/ M&A/Broker Research

Portfolio Monitoring & Company Support

Market Sizing

Database Creation

Company /Target Screening &

Benchmarking

Competitive Landscape Analysis

ACADEMIC DETAILS

MSc, Applied & Financial Economics,

University of Nottingham, Nottingham

United Kingdom, Dec 2015

BA (Hons.) Business Economics,

University of Delhi, New Delhi, India, May

2014

TECHNICAL SKILLS

Capital IQ

MergerMarket

Preqin

PERSONAL DETAILS

Ongoing PR application with a CRS of

473, awaiting to receive an ITA

Profile Summary

Technically sound professional, reflecting leadership qualifications of over 6 years in Private Equity, Consulting, and Venture Capital markets across infrastructure and consumer industries with proficiency in financial & operational benchmarking. Connect with research and benchmarking users to understand project objectives, scope, and deliverables, across multiple sectors. Conduct comparative performance of companies on financial and operational KPIs, relative strengths and weaknesses, etc. Articulate findings through visually appealing/appropriate frameworks and in clear, concise, and grammatically correct business English (both written and verbal). Ensure effective presentation of client deliverables – prepare client-ready presentations that are well structured, logical, and clear to understand. An effective communicator with exceptional relationship management skills with the ability to relate to people at any level of business and management Area of Expertise

• Private Equity & Consulting: Prepare and present monthly market reports on client’s infrastructure investments

• Research & Analysis: Focus on ad-hoc requests, target screening, industry mapping, financial analysis, and macroeconomic research

• Stakeholder Engagement: Coordinate internal resources (including stakeholders) and vendors for the flawless execution of projects

• Investment Banking: Prepare detailed industry and company analysis as well as brief and detailed company profiles based on clients' needs

• Team Leadership: Assess team performance and render productivity enhancement feedback. Organize training sessions for the team members based on the identified training needs

Notable Career Accomplishments

• Initiated Portfolio Monitoring deck for Infrastructure investments across NA/EU top firms.

• Mentored teams, used Preqin, and guided financial analysis with Capital IQ.

• Created Telecom Public Company tracker with 15 profiles and quarterly updates for US clients.

• Designed an M&A tracker for non-strategic infrastructure investments in Italy, praised for it.

• Handled requests from Sweden, US, UK using MergerMarket.

• Managed UAE client, crafted VC Fund Pitch Decks, strategy docs, and due diligence material.

• Developed profiles and decks for Venture Studio's portfolio companies.

• Drafted regulatory business plans for 3 upcoming portfolio launches. Work Experience

Dec 2019 – Present: ACUITY KNOWLEDGE PARTNERS, Gurugram, India Senior Associate, Private Equity & Consulting

Key Result Areas:

• Lead 3-member team monitoring Infrastructure investments at a US PE firm.

• Establish/update quarterly PE reports analyzing top NA/EU investments.

• Collaborate with stakeholders for customized solutions, boosting client satisfaction.

• Drive project implementation, research design, quality checks, and mentoring. Apr 2019 – Dec 2019: AURUM EQUITY PARTNERS, Gurugram, India Investment Banking Professional

Key Result Areas:

• Prepared and presented the buy-side and sell-side pitch decks for clients across a range of industries

• Performed financial analysis - operational & financial benchmarking, ratio analysis, etc. for upcoming ed-tech companies in India

• Sourced and consolidated information from different sources such as SEC filings, press releases, broker reports, etc

Key Result Areas:

Apr 2016 – Dec 2017: CREST CAPITAL ADVISORS, New Delhi, India Valuation Analyst

• Performed financial analysis of a range of small to mid-sized firms through operational benchmarking. Managed the creation and development of proposals, presentations and publications

• Focused on fixed asset valuation such as Discounted Cash Flows (DCF) and Net Asset Value

(NAV), based on the relevancy and the demand of the project

Contact this candidate