Neelraj Jadeja

Adventity Global Services C-2 Wagle Industrial Estate, Thane (West) 400604 EXPERIENCE Experience of 15 months in equity research and investment banking Exposure includes tracking the retail, travel & tourism industry in GCC countries, company profiling across sectors, comparable company valuations for global investment banks for M&A activity, pitch book preparation and consulting assignments Adventity Global Services (June ’07 till date) Analyst, Investment Banking • • •
Mumbai, India

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Current Project – Handling a five member team for client projects, ensuring adherence to agreed quality levels and timelines. Sectors covered are Retail, Telecom, Travel & Tourism in the GCC region Financial Valuation –Valuation assignments based on client requirements. Arriving at valuations based on Comparable Companies analysis, Precedent Transaction analysis and Discounted Cash Flow analysis Pitch Books – Analyzing industry trends, macro economic indicators, company’s business model and financial analysis. Generating ideas on the banking side, analyzing and suggesting feasible strategies for mergers and acquisitions / divestitures, conducting merger consequence analysis Newsletters – Regularly created quarterly newsletter for one of the big four client for the Aerospace & Defense Industry Industry White Paper – Prepared a detailed report on the emergence and evolution of Knowledge Process Outsourcing (KPO) in India featuring the drivers, challenges, competitive landscape and outlook for the sector New Clients – Undertaking pilot projects for potential clients, developing clear understanding on client expectations, handling execution and project delivery maintaining expected quality levels and timelines. Achieved client conversion rate of 70% Training – Training new analysts’ batches. Identifying training needs, ensuring timely feedback and training to all the team members

PT Education (March ’04 - May ’05) Baroda, India Faculty, Quantitative Analysis • Faculty – Involved in pedagogy for 500+ students in areas of Quantitative Analysis, Data Interpretation and Data Sufficiency • Group Discussions and Personal interviews • Preparation of content material SUMMER INTERNSHIP Development Credit Bank (DCB) Summer Trainee (May - June 2006) Portfolio Services •

Mumbai, India

Assisted senior manager in comprehensively analyzing mutual funds portfolio of clients and recommend the buy-sell strategy based on the future market outlook Competitor Analysis • • Assessed various services offered by competitor banks including portfolio tracker and specific equity / mutual funds reports to their respective clients Provided suggestions for improving services to HNIs, based on the study done to identify the strengths of the other major banks in the wealth management industry

EDUCATION Narsee Monjee Institute of Management Studies - Masters of Business Administration (May 2007) Major: Finance Level II CFA candidate for June 2009 exam by CFA Institute, USA SVIT –Gujarat University - Bachelors of Technology (March 2004) Electronics and Telecommunication Engineer DATABASES • Alacra, Bloomberg, Datastream, Zawya, Hoovers, Onesource, Reuters and Thomson
Baroda, India Mumbai, India