Yash Lalwani
Senior Analyst at TresVista- Claim this Profile
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Bio
Experience
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TresVista
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India
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Financial Services
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100 - 200 Employee
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Senior Analyst
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Jul 2022 - Dec 2022
Pune, Maharashtra, India - Provided training for various deliverable types in the Diversified Industrials sector to the new analysts - Assisting the UK team operating in the Tech & Services space with target listing, profiling, and M&A case studies
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Analyst
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Sep 2021 - Jun 2022
Pune, Maharashtra, India - Worked with various teams (The US and Germany) of a US-based publicly listed Investment Bank - Conducted extensive research for creating industry overview slides highlighting historical performance, current trends, and the future outlook of various industries in the Diversified Industrials Sector - Created potential target and buyers list to present M&A Landscapes, and engaged in creating strip and one- pager profiles for the list of potential targets and buyers shortlisted… Show more - Worked with various teams (The US and Germany) of a US-based publicly listed Investment Bank - Conducted extensive research for creating industry overview slides highlighting historical performance, current trends, and the future outlook of various industries in the Diversified Industrials Sector - Created potential target and buyers list to present M&A Landscapes, and engaged in creating strip and one- pager profiles for the list of potential targets and buyers shortlisted, varying from deal-to-deal - Assisted with Confidential Information Memorandum (CIM) slides and sections on an ad-hoc basis for various million-dollar sell-side deals - Performed various valuation exercises using Public Comparables and Transactions Comparable to present industry multiples and metrics to assist the client to analyze the current industry scenario - Prepared monthly newsletters for the FinTech sector covering major deals (Strategic and Financial M&A and Growth Equity) along with Public Comparables across 12 sub-sectors
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Equity Research Intern
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Jul 2020 - Aug 2020
Mumbai, Maharashtra, India • Prepared a research report on Healthcare sector with major focus on NH Hospital • Research conducted using top down approach • Valuation done using FCFF model with the aim of providing an investment thesis
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LeapUp Edutech
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India
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Education Administration Programs
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1 - 100 Employee
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Technical Analysis
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Jul 2019 - Aug 2019
Mumbai, Maharashtra, India Internship cum mentorship spread over 4 weeks involving tasks such as finding and plotting support, resistance, trend lines and channels using various price patterns and other indicators such as moving averages assigned by a highly experienced NCFM certified technical analyst
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Insight - NM College's Annual BFE Meet
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India
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Events Services
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Executive Committee Member
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Sep 2018 - Feb 2019
Mumbai Area, India Worked in the capacity of an Executive Member in the Logistics department while performing the following roles: -Negotiated with vendors and cracked deals for purchase of materials ranging from Printing and stationery to marketing materials such as banners and standees -Brought barter deals for the fest for above mentioned materials against marketing benefits to the vendor
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Marketing Intern
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Nov 2018 - Nov 2018
Durg, Chhattisgarh, India -Performed market analysis and research on competition - Assisted in marketing and advertising promotional activities (e.g. social media, direct mail and web) - Prepared promotional presentations
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Education
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Narsee Monjee College of Commerce and Economics
BFM (B.com in Financial Markets), Finance & Financial Markets -
Delhi Public School - India
High school, Commerce with Maths