Aditya Jadhav CFA

Investment Associate at Kubera Partners

Mumbai Area, India

Summary
Equity Valuation DCF Equity Research Derivatives Capital Markets Trading Equities Portfolio Management Start-up Consulting Analysis Strategic Financial Planning Investment Banking Valuation Mergers & Acquisitions Finance Corporate Finance Data Analysis Private Equity Mentoring Financial Analysis Investments Financial Modeling Venture Capital Strategy New Business Development Business Development Business Strategy Start-ups
I have been working in the Capital markets for more than 10 years with as diverse experience as working for startups, working for India's leading stock exchange, boutique investment bank, private equity fund, helping angel networks. As an Investment Analyst with expertise in valuation of companies, financial modeling, I help companies in formulating their business strategies, mentor start ups and in assisting them in their funding requirements. My area of focus within technology space is EdTech, FinTech and Real estate. Closely associated with CFA Society of India (IAIP) as Chair - Technology Committee.
Experience

Investment Associate at Kubera Partners

Aug 2014 - Present

• Responsible for screening new investment ideas and preparing info pack for Investment Committee • Responsible for monitoring the operational and financial performance of investee companies • Responsible for valuation of investee companies on a quarterly basis and reporting the same to Board of Directors and exchange • Preparing Investors’ presentation, quarterly newsletter etc. for KUBC shareholders (Listed on AIM) • Responsible for seamless exit from current investments either by way of IPO or through private investment • Involved in DRHP preparation, discussions with Investment bankers and other work to make sure the process runs smooth.

Consultant - Project Finance at Arthtech Consultants Pvt Ltd

Sep 2012 - Aug 2014

• I am responsible for assessment of Project finance, assessment of working capital requirement, preparation of Business Plans, Analysis of Financial statements etc. • I am also responsible for Business Development, developing relationships with various Banks, industry associations such as Chamber of Commerce • I am also responsible for developing relationship with various Industry associations such as Chamber of Commerce and sourcing new clients for funding • I am also responsible for sourcing MSME and start-up clients and help them in raising capital for business expansion

Assistant Manager - Research at National Stock Exchange of India

Sep 2010 - Aug 2012

Responsible for writing research papers, publications such as monthly NSE newsletter, yearly NSE Fact Book, yearly Indian Securities Market Review Responsible for arranging institutional research seminars and liaison with trading members, FIIs for their investments related queries Reporting data to various regulatory bodies such as SEBI, RBI, WFE, S&P on a monthly basis Responsible for interacting with b-schools as a prospective business partners & crystallizing tie-ups with them for various NSE courses Delivering lectures at various b-schools on various financial topics such as Capital markets, derivatives, equity valuation, strategic mergers & acquisitions etc.

Content Development Manager at Neev Knowledge Management Pvt Ltd

Oct 2009 - Sep 2010

Designing and developing a customized content for financial modeling, CFA coursework to be used to train the corporate clients & students of www.pristinecareers.com Conducting online classes of financial modeling module and delivering classroom lectures for CFA students

Equity Research Analyst at Millenium Capital LLP, Mumbai

Apr 2007 - Oct 2008

Writing research reports, pitch books covering Real estate & Hospitality sector companies. Detailed financial modeling and valuation of Real estate & hospitality sector companies, projects using DCF, SOTP, NOI, Residual Income method and NAV valuation method Wrote an Initiating Coverage Report (ICR) on kingdom Hotel Investment (KHI), which has a global portfolio of hotel Investments, planned hotel projects, strategy & competitive landscape, valuation of KHI using DCF & relative valuation Trained in-house management trainees for more than a year in financial modeling and research report writing

Education

CFA, Investment research at CFA Institute - United States

Dec 2008 - Dec 2011

MMS, Finance at SIES College of Mgmt Studies, Mumbai

Dec 2004 - Dec 2006

B.Tech, Textile Technology at VJTI, Mumbai

Dec 1999 - Dec 2003

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