SAMRUDDHI SHEKATKAR
Financial Analyst
Pune
Summary
Ambitious MBA candidate specializing in Finance and Business Analytics at MIT World Peace University, Pune, with a solid foundation in commerce and a strong interest in equity research, valuation analysis, and M&A transactions. Currently pursuing CFA Level 1 and holding NISM Series XV (Research Analyst) certification, reflecting a commitment to professional growth. Proficient in financial modeling, DCF analysis, and comparable company analysis, supported by hands-on experience in investment banking workflows through independent projects and simulations with J.P. Morgan and Citi. Detail-oriented and self-directed, driven by a genuine passion for public markets and transaction advisory.
Hardworking Student offering part-time work experience and extensive knowledge of core subject matter. Meticulous and detail-oriented with excellent observational, organizational and communication skills.
Resourceful team player with experience with common software applications and social media platforms. Well-versed in business organization and strategies for successfully modernizing workplaces. Skilled at project support with proven history of solutions-oriented problem-solving.
Overview
12
12
Certifications
1
1
Language
Work History
Investment Banking Virtual Intern
J.P. Morgan Chase
01.2025 - 01.2025
- Analyzed Worldwide Brewing Co. on M&A target selection in Asia; evaluated 3+ acquisition candidates across strategic fit, financial health, and synergy potential through structured due diligence.
- Conducted fundamental analysis on shortlisted targets, including revenue trend assessment, margin profiling, and deal attractiveness scoring to support go/no-go recommendation.
- Benchmarked target financials against sector peers using 4+ valuation multiples, including precedent transactions; structured findings into a senior-level investment recommendation memo.
- Delivered structured M&A advisory output covering target rationale, financial analysis, and investment recommendation across 3 simulation tasks.
- Forage Simulation
- Remote
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
Investment Banking Virtual Intern
Citi
01.2025 - 01.2025
- Conducted M&A target company analysis and developed a structured company profile for acquisition evaluation.
- Built a five-year income statement forecast model in Excel covering revenue projections and expense assumptions.
- Developed a Trading Comparable Companies (Comps) model benchmarking the target against peers using key valuation multiples.
- Prepared a pitchbook-style investment thesis summary, incorporating market trends, valuation analysis, and regulatory considerations.
Equity Research Report
HCL Technologies
01.2025 - 01.2025
- Produced a full 9-section sell-side style equity research report covering investment summary, business overview, fundamental analysis, peer benchmarking, valuation, and risk assessment.
- Built a DCF-based financial model using FY26E EPS of ₹67.92 and a target P/E of 24x (5-year historical average); performed sensitivity analysis on key assumptions, arriving at a BUY recommendation with a 12-month target price of ₹1,630.
- Benchmarked HCL Technologies against 4 sector peers across revenue growth, EBITDA margins, and return ratios using Screener.in data; developed investment thesis supporting BUY recommendation.
- Identified and flagged 3+ valuation assumption risks, including management guidance reliability and AI services revenue visibility during model construction.
- Independent Project
- Remote
- Excellent communication skills, both verbal and written.
PM -Nykaa–Kay Beauty Collaboration
Nykaa
01.2025 - 01.2025
- Applied 5 PM frameworks (WBS, Stakeholder Matrix, Risk Register, Life Cycle Analysis, Cost Structure Mapping) to a real-world FMCG brand collaboration.
- Assessed scalability and margin sustainability across 6 risk dimensions, including celebrity dependency, market saturation, and portfolio concentration.
- Identified that the top 10 beauty brands account for ~55–60% of category revenues with price dispersion limited to ±15–20%, establishing the competitive pressure baseline for execution risk.
- Synthesized secondary data from 6+ industry sources (Nykaa Annual Reports, McKinsey, Bain, Deloitte) into a structured advisory-style project report.
- Academic Mini Project, MIT-WPU
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
Education
MBA - Finance & Business Analytics
MIT World Peace University
Pune05-2026
Bachelor of Commerce - Accounting And Finance
Savitribai Phule Pune University (SPPU)
Pune, India01-2024
High School Diploma -
MSBSHSE
Pune, India 04.2001 -
No Degree -
CBSE
Pune, India 04.2001 -
Skills
- Domain: Equity Research & Investment Analysis, Financial Modeling & Valuation Analysis, Comparable Company Analysis, Fundamental Analysis, Buy-Side & Sell-Side Research, Investment Thesis Development, Sector Research, Sensitivity Analysis, Financial Statement Analysis, Market Trends & Economic Indicators
- Professional: Research Report Writing, Structured Problem-Solving, Analytical Thinking, Presentation Skills
Teamwork and collaboration
Positive attitude
Computer skills
- Professional: Research Report Writing, Structured Problem-Solving, Analytical Thinking, Presentation Skills
Time management
Leadership qualities
Problem-solving
Certification
Finance & Research
Interests
Kathak Cooking
Timeline
Investment Banking Virtual Intern
J.P. Morgan Chase
01.2025 - 01.2025
Investment Banking Virtual Intern
Citi
01.2025 - 01.2025
Equity Research Report
HCL Technologies
01.2025 - 01.2025
PM -Nykaa–Kay Beauty Collaboration
Nykaa
01.2025 - 01.2025
High School Diploma -
MSBSHSE
04.2001 -
No Degree -
CBSE
04.2001 -
MBA - Finance & Business Analytics
MIT World Peace University
Bachelor of Commerce - Accounting And Finance
Savitribai Phule Pune University (SPPU)