Preksha Gulati
Investment Research & Advisory at RocSearch- Claim this Profile
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Bio
Experience
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RocSearch
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United Kingdom
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Business Consulting and Services
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100 - 200 Employee
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Investment Research & Advisory
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Aug 2021 - Mar 2023
-Worked on buy-side/sell-side mandates, performed company and industry research using third-party databases; assisted clients in buyer/target identification; prepared company profiles and pitch decks, conducted benchmarking analysis on various financial and operational parameters; computed valuation using trading and transaction comps -Worked on multiple equity research and business valuation projects, including ICRs, quarterly reviews, flash reports, sector updates, valuation models… Show more -Worked on buy-side/sell-side mandates, performed company and industry research using third-party databases; assisted clients in buyer/target identification; prepared company profiles and pitch decks, conducted benchmarking analysis on various financial and operational parameters; computed valuation using trading and transaction comps -Worked on multiple equity research and business valuation projects, including ICRs, quarterly reviews, flash reports, sector updates, valuation models (DCF, LBO, SOTP, Comparable) and financial statement analysis Show less
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VMock
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United States
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Technology, Information and Internet
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100 - 200 Employee
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Client Success Analyst
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Jul 2020 - Aug 2021
-Managed post-sales account management and communication for 14+ B2B clients, developed strategies to increase product adoption and utilization, forecasted and tracked key account metrics on a monthly/quarterly basis -Liaised with 7 different product teams and business disciplines to customize offerings as per client requirements and provide the core team with the presentations and data reports addressing product issues/concerns to maintain and strengthen trust and relationships with… Show more -Managed post-sales account management and communication for 14+ B2B clients, developed strategies to increase product adoption and utilization, forecasted and tracked key account metrics on a monthly/quarterly basis -Liaised with 7 different product teams and business disciplines to customize offerings as per client requirements and provide the core team with the presentations and data reports addressing product issues/concerns to maintain and strengthen trust and relationships with users -Headed customer support, resolved 100+ queries/issues/request across 250+ Universities in USA, UK, Asia and Australia. Conducted root cause analysis on issues and feedback, suggested improvements to increase engagement and satisfaction; streamlined and automated customer support process with the introduction of chatbot with improved user interface Show less
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Education
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NUS Business School
Msc in Finance -
Gargi College, University of Delhi
Bachelor of Commerce - BCom (Hons)