Anand Ashok Ankam
Associate, Business Development Support
Mumbai
Summary
To succeed in an environment of growth, excellence and earn a job which provides me job satisfaction and self-development to achieve both personal as well as organization goals.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
3
3
years of post-secondary education
4
4
Languages
Work History
Associate, Business Development Support
TresVista Analytics LLP
Pune
01.2023 - Current
- CRM Management and Administration
- Updated and maintained deal information in DealCloud using data from teasers and CIMs received from various IBs and Buyside Brokers
- Managed meeting notes and interaction logs to ensure accurate deal tracking such as IB meeting notes and LP investor notes
- Created and updated company and contact profiles in different CRMs
- Executed bulk edits and uploads to optimize data management processes
- Prepare weekly, monthly and quarterly KPI reports for clients to track deal progress so clients can make a better decision
- Thoroughly review NDAs and execute on behalf of client and share it with IBs
- Provided business development and financial support to global investment banks and private equity firms
- Delivered excellent client service, fostering strong relationships, and driving future business opportunities
- Managed multiple client accounts, ensuring high-quality work, and timely project delivery
- Maintained control over project budgets and timelines to ensure team efficiency and on-time completion
- Create compelling pitch decks, investment presentations, and custom reports/dashboards tailored for senior management
- Generated targeted lists for clients on various industries that they are focusing on using SourceScrub, Grata and ZoomInfo and rank each company based on client’s requirement
- Expertise in handling various sectors in USA such as HVAC, Benefits Consulting, Commercial Cleaning, Dock & Door, Paving industries
- Researched and compiled business descriptions, M&A contacts, and other key details for potential targets
- Handled data room activity for one of the prime IB
- Check the document type and rename it accordingly such as if the document specific to Financials, Cash Flow or Legal document
- Based on client’s requirement redact the document to undisclosed the client’s confidential information
Sr. Analyst
TresVista Analytics LLP
07.2019 - 12.2022
- Conducting secondary research to find the information required by the clients
- Quality checking of projects before sending it to the clients
- Coordinating with across all the departments to provide quality data to clients
- Managing project deadlines and procedures
- Supervising team performance to ensure high quality and accuracy
- Prepare standard operating procedures internally for project execution and reporting for efficient utilization of resources
- Proficient in Excel, Word and PowerPoint
Research Assistant
TresVista Financial Services Ltd
12.2017 - 07.2019
- Worked on projects across all the sectors and provide relevant data as per client’s project scope through secondary research using paid databases such as OneSource, Hoovers, ZoomInfo, Data.com etc.
- Familiar with the Financial databases such as Pitchbook, FactSet, Owler, Crunchbase etc.
- Download financial statements from Sec.gov and Terminals such as CapIQ, Bloomberg
- Working experience in CRMs such as Dealcloud, Salesforce, Insightly and Dealwatch to add/create project details as given in Teaser and CIM and also create daily tasks, opportunities, contacts, company name and financial information
- Worked on Newsletters to find out latest and relevant news for the clients on weekly basis for IT and Real Estate sector, PE transaction through Thomson Eikon, PE Hub, PR Newswire and Business Wire
- Prepare different types of charts and graphs as per client’s requirement
- Worked on data mining, data cleaning and data validation
- Converting PDFs into Excel
- Worked on Company profiling, List Building and email validation projects
Associate Research
Datamatics Business Solutions Ltd
08.2013 - 12.2017
- Core experience in Building Customized Database (Company & Contacts complete details)
- Utilizing various search engines to research data about the given entities Capturing the researched information on Excel
- Worked on many projects where we built an extensive network of clients for North America, Europe, Caribbean, Asia Pacific countries and across the Globe
- Well acquainted with sites like Hoovers, Xing, Bloomberg, Jigsaw, Zoom Info, One Source, LinkedIn, Manta, Reuters, and etc
- Managing huge database using MS Excel (Pivot table, V-Look Up) etc
Education
Bachelor of Management Studies (BMS) - Finance
01.2010 - 01.2013
Skills
- Data analysis
- Skilled in DealCloud and Salesforce integration
- Expertise in Microsoft Excel
- Private equity and investment banking support
Disclaimer
I hereby declare that the information furnished above is true as of my best knowledge.
Personal Information
- Date of Birth: 12/22/92
- Gender: Male
- Nationality: Indian
- Marital Status: Single
Timeline
Associate, Business Development Support
TresVista Analytics LLP
01.2023 - Current
Sr. Analyst
TresVista Analytics LLP
07.2019 - 12.2022
Research Assistant
TresVista Financial Services Ltd
12.2017 - 07.2019
Associate Research
Datamatics Business Solutions Ltd
08.2013 - 12.2017
Bachelor of Management Studies (BMS) - Finance
01.2010 - 01.2013
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