Punal Bhavsar
@punalbhavsar
With a background in equity research and financial modeling, I bring a strong blend of technical skill and customer-focused execution.
United StatesWhat I'm looking for
I’m a Senior Analyst at the London Stock Exchange Group (LSEG), currently supporting the global rollout of the new Workspace Excel add-in for Microsoft 365. With a background in equity research and financial modeling, I bring a strong blend of technical skill and customer-focused execution to every initiative. My experience strengthened my ability to translate financial performance and strategy into clear, compelling narratives for stakeholders. I have also driven LSEG Academy training and content creation, delivering 20+ sessions to 400+ clients and producing scripted, on-demand video content for the new Excel add-in, supporting product adoption and client engagement. I hold degrees from UC Berkeley and the Gabelli School of Business at Fordham University. I also have a deep understanding of the crypto space, including multi-chain wallets, stablecoins, staking, NFTs, DeFi, dApps, and Web3. I’m always interested in conversations at the intersection of finance, technology, and product development.
Experience
Work history, roles, and key accomplishments
Senior Consultant
London Stock Exchange Group
Apr 2016 - Present (10 years)
Developed and implemented analysis, valuation, and estimation templates for Refinitiv data sets, helping win an average of $26k deals per quarter with ~5 opportunities each quarter. Built ESG models and provided client case studies to benchmark peer and internal performance, while mentoring and overseeing a West Coast team of 6.
Investor Relations Analyst
Exodus
Feb 2022 - Aug 2022 (6 months)
Researched and built investor-facing opportunities, targeting conference attendance and speaking engagements aligned to client needs. Supported quarterly earnings by producing press releases and shareholder/Q&A materials, and performed competitive analysis for the IR workstream across crypto/Web3/NFT/DeFi/dApp markets.
Consultant
Eighty2i Consulting
Sep 2021 - Mar 2022 (6 months)
Mentored clients on strategic initiatives to achieve business objectives. Created complex financial models and KPI frameworks, and developed client pitch materials including presentations, pitch books, teasers, and confidential information memoranda.
Equity Research Associate
Wunderlich Securities
Jul 2014 - Jan 2016 (1 year 6 months)
Built and audited models using GAAP financial statements and produced reports covering company risk, investments, liquidity, asset/liability management, and impacts to cash flow and capital. Conducted channel checks and published weekly and monthly updates on social/media and pricing trends, while supporting research coverage across multiple consumer/retail companies.
Education
Degrees, certifications, and relevant coursework
Fordham University - Gabelli School of Business
Master of Science, Business Enterprise
2011 - 2012
Grade: GPA 3.76
Earned an MS in Business Enterprise at Fordham University’s Gabelli School of Business from 2011 to 2012.
University of California, Berkeley
Bachelor of Science, Environmental Science
2007 - 2011
Grade: GPA 3.5
Earned a BS in Environmental Science at the University of California, Berkeley from 2007 to 2011.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Social media
Job categories
Skills
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