neetesh velankar
@neeteshvelankar
Investment banking associate and financial analyst specializing in DCF/IRR modeling and M&A transaction advisory.
What I'm looking for
I’m a results-driven Investment Banking Associate and Financial Analyst with 2+ years of experience in financial modeling, M&A transaction advisory, and investment analysis. I build valuation and decision-support models and translate complex assumptions into clear, actionable insights for stakeholders.
At Ameriprise Financial Services, I prepare pitch books, teasers, and information memorandums to support deal sourcing and end-to-end M&A execution. I develop DCF valuations, IRR analysis, and comparable company/transaction analysis, including detailed 3-statement financial models with revenue drivers, operating assumptions, and capex projections.
I also support deal execution through financial due diligence—reviewing financial statements, operating metrics, and key value drivers—while creating investor long lists/short lists and helping with investor outreach and responses during due diligence. Earlier, as a Financial Analyst Intern at Valutinum Advisory, I strengthened M&A modeling accuracy and conducted industry research for market sizing and competitor/trading comparables.
Experience
Work history, roles, and key accomplishments
Prepared pitch books, teasers, and information memorandums to support deal sourcing and M&A transaction advisory. Built DCF/IRR and comparable company valuations, developed 3-statement financial models, and performed financial due diligence while supporting investor outreach and engagement documentation.
Financial Analyst Intern
Valutinum Advisory
May 2023 - Aug 2023 (3 months)
Developed M&A financial models including DCF valuations and IRR calculations, improving model accuracy. Conducted industry research for market sizing and comparable identification, built integrated 3-statement forecasts with sensitivity analysis, and supported budgeting and allocation across equity, fixed income, mutual funds, and alternative investments.
Education
Degrees, certifications, and relevant coursework
Madhav Institute of Technology and Sciences
Master of Business Administration (Finance), Finance
Completed an MBA in Finance, building expertise in financial analysis and corporate finance concepts.
Institute of Chartered Accountants of India
CA Foundation (CPT), Chartered Accountancy
Completed the CA Foundation (CPT) program with foundational training in chartered accountancy.
Jiwaji University
Bachelor of Commerce, Commerce
Completed a Bachelor of Commerce degree covering core commerce and business foundations.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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