Simran Bhatnagar

Senior Analyst @ Evalueserve

About

A highly motivated and detail-oriented Investment Banking Analyst with approximately five years of experience in financial research, valuation analysis, investment banking support and global market research. Adept at conducting qualitative and quantitative research, preparing pitchbooks and confidential information memorandums (CIMs) and performing M&A screening, benchmarking and financial analysis. Proven ability to deliver actionable insights and strategic recommendations to support high-level decision-making in banking and financial services. Currently supporting a large Germany-based investment bank, responsible for conducting in-depth industry research, creating company profiles and analyzing financial statements. Skilled in relative valuation methodologies, including trading comparables and transaction comparables, as well as financial benchmarking and share price performance analysis. Experience in guiding and mentoring junior analysts while ensuring high-quality deliverables. Previously worked as a Senior Associate at Genpact, providing sector support to a UK-based bank by assisting in company profiling, investment research, financial screening and delivering analytical reports focused on power, utilities, renewable energy and oil & gas. Additionally, gained experience as an International Business Executive, conducting global market research for export clients across industries, managing e-commerce operations, executing digital marketing strategies and mentoring YouTube content growth. Also delivered educational sessions through e-learning platforms like Udemy & Spayee and served as a speaker in multiple webinars. Holds a B.Com degree from Delhi University (Jesus & Mary College) and has successfully cleared the Company Secretary Foundation Exam (ICSI) with exemptions in all subjects. Currently pursuing an Executive MBA in Applied Finance & Leadership (NMIMS) to strengthen strategic and leadership capabilities that complement technical expertise. Beyond professional achievements, an active state-level athlete, earning a Bronze Medal in the State-Level Elite Boxing Championship (Women, 2019) and representing the state in volleyball and throwball (Sub-Junior levels). Passionate about debating, performing arts (street plays, skits) and traveling to explore diverse cultures. An ambitious and adaptable professional, committed to continuous learning, innovation and excellence in investment banking and financial analysis.

Country

India

City

Delhi

Industry

Financial Services

Skill

Strategic Communications, Interpersonal Communication, International Business Strategy, Business Development, Precedent Transaction Analysis, Competitor Benchmarking, Sector Analysis (Power, Utilities, Renewable Energy, Oil & Gas), Cross-border Transactions, Artificial Intelligence (AI), orbis, IHS, Industry Research, Mentoring & Team Management, Strategic Thinking, Cross-functional Collaborations, Benchmarking & KPI Analysis, Sensitivity & Scenario Analysis, Due Diligence, Strategic Transactions, Private Equity & Venture Capital

Experience

Senior Analyst

Evalueserve

2026-1 - Present · 9 mos

Business Analyst

Evalueserve

2022-10 - 2025-12 · 3 yrs 3 mos

• Support a large European investment bank with M&A advisory, valuation analysis and transaction support across multiple industries • Prepare pitchbooks, CIMs, company profiles, sector overviews and M&A case studies to assist in live deals and strategic initiatives • Conduct financial modeling (DCF, relative valuation, comparables), operational benchmarking and share price performance analysis to provide actionable insights • Perform M&A screening to identify potential targets and buyers, strengthening deal origination pipelines. • Manage junior analysts across functional teams, conducting quality checks and mentoring for performance improvement • Drive client communication via calls and emails to align on project scope, strategy and deadlines

Senior Associate

Genpact

2021-3 - 2022-10 · 1 yr 8 mos

Gurugram, Haryana, India

Investment Banking Research | Financial Analyst • Delivered sector-specific investment research for a UK-based bank, covering power & utilities, renewable energy and oil & gas • Developed company profiles, industry analyses trading and transaction comparables to support valuation and deal benchmarking • Created financial screening reports and industry insights to guide client investment strategies and decision-making • Collaborated with cross-functional teams to ensure timely, high-quality deliverables for live transaction opportunities • Strengthened client confidence by providing data-driven insights that shaped corporate finance and investment banking strategies Sector focus: Oil & Gas, Power & Utilities, Renewable Energy and Tech companies (Fin-tech, Ed-tech etc.) Region: London and Singapore Sector Focus: IBS (Industrial and Business Services) Region: Germany, Italy, Paris, the UK & the US

International Marketing Executive

Global Network India

2020-7 - 2021-3 · 9 mos

Remote

International Business Executive | Global Network | Jul 2020 – Mar 2021 • Conducted global market research and business development for export clients across multiple sectors, enabling international expansion strategies • Supported digital marketing campaigns, e-commerce management (Amazon) and client branding initiatives

International Marketing Executive

Vibrant Markets by Dr. Jagat Shah, Mentor on Road

2020-7 - 2021-3 · 9 mos

Remote

• Gained strong exposure to international trade, cross-border business strategy and market entry consulting by conudcting market research, international calling, setting up B2B meetings

International Marketing Executive

Global Network Institute

2020-7 - 2021-3 · 9 mos

Remote

• Delivered webinars and e-learning courses on finance, trade and digital business growth, expanding audience reach internationally • Mentored digital projects, including YouTube channel optimization, achieving measurable engagement growth

Intern

S. Nayyar & Co.

2018-6 - 2018-8 · 3 mos

New Delhi Area, India

-Learnt & worked on an accounting software Tally -Accounting -Computation of returns -Filing of returns (TDS, GST & Income Tax)

Intern

Fairwealth Securities Pvt. Ltd.

2018-2 - 2018-4 · 3 mos

New Delhi Area, India

Developed investment portfolios, Mutual funds, research and back office operations

Intern

Pragyavataran Educational Society

2017-8 - 2017-10 · 3 mos

Noida NCR

Education

SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

Applied finance, leadership and strategy

2025-7 - 2027-7 · 2 yrs 1 mo

Strengthening my strategic and leadership capabilities to complement my technical expertise

Delhi University

Finance, General

2017 - 2020 · 3 yrs

My objective was to find a challenging position among my competitors where I can optimally utilize my skills and enhance them my learning and creative spirit leading to continuous growth and self-development.