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ATS Score: 96
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Rohit Agarwal

Senior Financial Analyst

rohit.agarwal@finance.com📞 +91 99887 76655📍 Mumbai, Maharashtra🔗 linkedin.com/in/rohitagarwalcfa

Professional Summary

CFA-certified Senior Financial Analyst with 7+ years of experience in investment banking, equity research, and risk management.

Core Competencies & Technical Skills

Financial Analysis: DCF Valuation, LBO Modeling, Merger Analysis, Equity Research, Credit Analysis
Risk Management: VaR, Basel III/IV, Stress Testing, Market Risk, Liquidity Risk
Tools & Software: Bloomberg Terminal, Excel (Advanced), Python (Pandas), Tableau, SQL
Regulatory: RBI Guidelines, SEBI Regulations, IFRS, Ind AS, AML/KYC

Professional Experience

Senior Financial AnalystHDFC Bank Limited
Apr 2021 – Present | Mumbai, MH
  • Managed equity portfolio of ₹500Cr+ achieving 18.3% annualized returns vs 14.7% Nifty 50 benchmark.
  • Developed proprietary financial models for 25+ companies across BFSI and infrastructure sectors.
Financial AnalystKotak Mahindra Bank
Aug 2018 – Mar 2021 | Mumbai, MH
  • Conducted due diligence for 8 M&A transactions totaling ₹1,200Cr in deal value.
  • Built automated reporting dashboards reducing monthly close from 5 days to 1 day.

Education

MBA in FinanceIndian Institute of Management, Calcutta | GPA: 8.4 / 10
2016 – 2018
B.Com (Honours)Shri Ram College of Commerce, Delhi University | GPA: 8.9 / 10
2013 – 2016

Certifications & Licenses

  • CFA Charter Holder – CFA Institute
  • Financial Risk Manager (FRM) – GARP
  • NISM Series VIII – Equity Derivatives