Monik Shah
Investment Associate at British International Investment- Claim this Profile
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English Native or bilingual proficiency
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Hindi -
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Marathi -
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Gujarati -
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French -
Topline Score
Bio
Credentials
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NSE Certified Market Professional - Level 2
National Stock Exchange of India LimitedSep, 2013- Nov, 2024 -
CFA Level 1
CFA InstituteJun, 2013- Nov, 2024 -
Mutual Funds (Advance) Module (NCFM)
National Stock Exchange of India LimitedSep, 2013- Nov, 2024 -
Wealth Management Module (NCFM)
National Stock Exchange of India LimitedSep, 2013- Nov, 2024 -
Banking Sector Module (NCFM)
National Stock Exchange of India LimitedNov, 2012- Nov, 2024 -
Financal Markets (Advanced) Module (NCFM)
National Stock Exchange of India LimitedNov, 2012- Nov, 2024 -
Investment Analysis and Portfolio Management Module (NCFM)
National Stock Exchange of India LimitedNov, 2012- Nov, 2024 -
Equity Derivatives (Beginner's) Module (NCFM)
National Stock Exchange of India LimitedSep, 2012- Nov, 2024
Experience
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British International Investment
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United Kingdom
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Financial Services
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300 - 400 Employee
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Investment Associate
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May 2022 - Present
Part of the team that oversees debt financing for infrastructure projects across South and South-east Asia Part of the team that oversees debt financing for infrastructure projects across South and South-east Asia
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Virescent Infrastructure
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India
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Renewable Energy Semiconductor Manufacturing
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1 - 100 Employee
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General Manager - Corporate & Project Finance
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Dec 2020 - May 2022
- Virescent Infrastructure is the renewable energy platform of Kohlberg Kravis Roberts & Co. Inc (KKR) in India. - Executed four M&A transactions aggregating USD 220m involving 11 solar PV power plants and 1 solar thermal power plant having installed capacity of 282 MWp - Actively involved in setting up of the trust, VRET, including raising equity capital of USD 58m through a varied group of institutional investors (including a Canadian asset manager) - Virescent Infrastructure is the renewable energy platform of Kohlberg Kravis Roberts & Co. Inc (KKR) in India. - Executed four M&A transactions aggregating USD 220m involving 11 solar PV power plants and 1 solar thermal power plant having installed capacity of 282 MWp - Actively involved in setting up of the trust, VRET, including raising equity capital of USD 58m through a varied group of institutional investors (including a Canadian asset manager)
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Edelweiss Financial Services Limited
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India
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Financial Services
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700 & Above Employee
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Senior Manager - Investment Banking
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Sep 2017 - Dec 2020
- Worked across the entire lifecycle of M&A deals (buy-side and sell-side), through preparation of deal collaterals, negotiating with the counter-party, drafting transaction documents - Worked on various capital market transactions, both fresh and follow-on issues, involving preparation of financial models, key marketing documents, and drafting of regulatory filings Key Transactions: - Buy-side M&A advisory to a Canadian asset manager for acquiring road assets aggregating in India - Advising a Canadian asset manager for setting up and raising funds for their InvIT - Sell-side M&A advisory to two global conglomerates for their renewable energy assets - Sell-side M&A advisory to an infrastructure developer for sale of its toll road assets - Raised USD 120m for two Indian EPC companies through QIP
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SBI Capital Markets
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India
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Investment Banking
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700 & Above Employee
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Deputy Manager - Project Advisory and Structured Finance
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Oct 2014 - Sep 2017
• Providing Financial Advisory to large and medium sized corporates • Worked in diverse sectors such as Steel, Shipbuilding, Sugar, Defence, Pharmaceuticals, amongst others. • Key deliverables included Debt Syndication, Project Appraisal, Financial Modelling, Risk analysis, Deal Structuring, Term Sheet Formulation, preparation of Information Memorandum, assisting Legal Counsel in drafting Legal Documents, drafting of Bid Documents, preparation of Investment Teasers, approaching & screening of investors, amongst others. • Key responsibilities also include understanding implications of guidelines issued by various statutory / regulatory bodies such as RBI, SEBI, MCA, amongst others.
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ICICI Bank
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India
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Banking
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700 & Above Employee
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Assistant Manager
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Jun 2014 - Oct 2014
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Reliance Capital | Reliance Group
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India
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Financial Services
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700 & Above Employee
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Summer Intern - Credit Infrastructure
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Apr 2013 - Jun 2013
Summer Intern in Infrastructure Finance for Solar Power Projects at Reliance Capital (Commercial Finance) Summer Intern in Infrastructure Finance for Solar Power Projects at Reliance Capital (Commercial Finance)
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Education
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CFA Institue
Cleared Level 1 in 2013 -
K. J. Somaiya Institute of Management Studies and Research
PGDM, Finance -
D. J. Sanghvi College of Engineering
Bachelor of Engineering (B.E.), Computer Engineering