Yashasvi Budhraja
Sydney,NSW
Summary
I am a former research associate at Moody's, with a background in Economics & Finance, having about 4 years of work experience in financial analysis, equity research, and business consulting, where alongside I also cleared CFA Level-1.
Completed Master of Banking & Finance at Macquarie University, Australia, in July 2023, achieving a GPA of 3.3/4. Proficient in R Code for regression analysis, technical indicators, and charting.
Extensive experience during the studies with FactSet for financial modelling, equity valuation, and financial forecasting projects.
I plan to progress my career in transactions consulting and advisory and assist clients across different scales, and also complete my CFA charter.
Overview
8
8
years of professional experience
1
1
Certification
Work History
SALES CONSULTANT
ACCOR PLUS
01.2023 - 03.2023
- Responsible for contacting Accor hotel guests and inviting them to the exclusive Accor Plus membership
- Spoke to 100+ customers everyday as to explain them the membership, its benefits, creating a personalized need as per the customer, and resolving their concerns
- Maintain customer relationships with existing members and ensure that they are provided with accurate information about their membership benefits.
RESEARCH ASSOCIATE
MOODY’S INDIA
04.2016 - 08.2019
- Collaborated with 2 of the top-3 management consulting firms for financial research and analysis projects.
- Communicated and maintained quality relationships with mid to senior level stakeholders.
- Responsible for the complete project management life cycle.
- Detailed reading and analysis of broker reports, investor presentations, financial filings, and general press articles.
- Extensively used Microsoft Excel and its ribbon functions for a better financial modelling and analysis.
Projects done:
Investment research
- Fundamental research and analysis on publicly listed companies.
- Performed Discounted cash flow analysis for fair price calculation.
- Projected future cash flows and conducted financial modelling.
- Recreated financial statements and imputed required variables in Excel to determine intrinsic value
- Conducted ratio/multiple analysis and comparable analysis for peer evaluation
- Prepared concise research reports, investor presentations, trading comps, and pitch documents
Financial statement analysis:
- Analyze and interpret the 3 financial statements of a public company
- Calculations of financial ratios to understand the financial positioning, credit worthiness,and operational efficiency.
- Summarizing management commentary, notes to the financial statements, and the future growth outlook and financial projections from the financial reporting
TRAINEE/ INVESTMENT BANKING INTERN
MOODY’S INDIA
08.2015 - 01.2016
- Understood the basic concepts and frameworks related to M&A transactions, company fundamentals and financials, valuation principles, deal structuring, and industry benchmarking
- Worked on live projects serving a boutique investment bank for a detailed quantitative and qualitative analysis of the target company or securities (buy-side)
- Carried out financial modelling and ratio analysis in a set excel template file
- Analysis of the deal rationale, stock price action of the acquirer, and the corresponding deal and comparable multiple ratios
- Prepare transaction summary through precedent transaction comps
Education
CFA Level-1 - Finance
CFA Institute, USA
IndiaMaster Of Banking & Finance (Fintech specialization) - Financial Planning And Services
Macquarie University
Sydney, NSW07.2023
Bachelor of Arts - Economics
Amity University, Noida, UP, India
India07.2015
Projects
STOCK PITCH & DCF PROJECT
- Created a stock pitch for Codan Limited (ASX:CDA), determining fair value using a Discounted Cash Flow model. Offered recommendations based on comprehensive analysis, covering fundamentals, financial projections, and the company's business model.
EQUITY ANALYSIS PROJECT,
- https://drive.google.com/file/d/1Mp6sP-B278CXIW67rr5tAqvon_Lyu3lH/view?usp=sharing, During my third semester in the Master of Banking & Finance program, I assessed ANZ Bank's stock price using the DDM method. Conducted a detailed economic and industry analysis, achieving a score of 29 out of 30 in the assessment
BOND PRICING / CREDIT ANALYSIS PROJECT
- https://drive.google.com/file/d/1jDe8YLY0I_fkPhmcS0EFHgpi2mtyzfJN/view?usp=share_link, In my 4th semester of Master of Banking & Finance, a group assessment project to price the bond issue for a public listed lithium spodumene mining company which had to acquire the majority ownership in a mining project and alongside perform CAPEX as to upgrade the mine. Scored 21 out of 25 in the assessment.
Certification
- Study Australia Industry Experience Program – Austrade (October 2022)
- Virtual Strategy Consultant Experience Participant, Boston Consulting Group (June 2022)
- Virtual Experience Program Participant, JP Morgan (September 2021)
Websites
TECHNICAL SKILLS
- Investment research and company valuation
- Financial modelling and forecasting
- Financial statement analysis
- Financial report writing
- Economic Research
- MS Office programs - MS Excel, MS Word, MS PowerPoint, MS Power BI
- Factset
- S&P CapitalIQ
- Thomson One
- Factiva
- Morningstar Investor
- R Code
SOFT SKILLS
- High attention to detail
- Writing and verbal communication skills
- Client/ stakeholder relationship management
- Customer service experience
- Project management and team lead
- Time management
- Team work and collaboration
- Resilient and adaptive to challenges
Timeline
SALES CONSULTANT
ACCOR PLUS
01.2023 - 03.2023
RESEARCH ASSOCIATE
MOODY’S INDIA
04.2016 - 08.2019
TRAINEE/ INVESTMENT BANKING INTERN
MOODY’S INDIA
08.2015 - 01.2016
CFA Level-1 - Finance
CFA Institute, USA
Master Of Banking & Finance (Fintech specialization) - Financial Planning And Services
Macquarie University
Bachelor of Arts - Economics
Amity University, Noida, UP, India
Similar Profiles
SANDIP SRINISANDIP SRINI
LOYALTY SALES CONSULTANT at Accor PlusLOYALTY SALES CONSULTANT at Accor Plus
PRASHANTH KUMARPRASHANTH KUMAR
Vice President at Accor PlusVice President at Accor Plus
Georgina KnightGeorgina Knight
Customer Loyalty Sales Consultant at Accor PlusCustomer Loyalty Sales Consultant at Accor Plus
Jasmine KaurJasmine Kaur
Customer Sales Representative at Accor PlusCustomer Sales Representative at Accor Plus
Parshant SharmaParshant Sharma
Customer Service Representative at Viva EnergyCustomer Service Representative at Viva Energy