Preksha Gulati

Investment Research & Advisory at RocSearch
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG

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Experience

    • United Kingdom
    • Business Consulting and Services
    • 100 - 200 Employee
    • Investment Research & Advisory
      • 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

    • United States
    • Technology, Information and Internet
    • 100 - 200 Employee
    • Client Success Analyst
      • 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

Education

  • NUS Business School
    Msc in Finance
  • Gargi College, University of Delhi
    Bachelor of Commerce - BCom (Hons)

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