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Shrey Gautam

@shreygautam

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Valuation and transaction advisory professional at D and P Advisory applying OPM and Monte Carlo to complex securities.

India

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What I'm looking for

I’m seeking Associate or Senior Associate roles in Transaction Advisory, Valuation, or Investment Banking in Delhi NCR.

At D and P Advisory, I’m completing structured training in business and financial valuation while supporting valuation engagements. I’m applying Black-Scholes-Merton and Monte Carlo simulation to value complex securities, including common equity, preferred securities, and options.

At TRI World, I built DCF models for three hospitality resort projects with aggregate enterprise value exceeding INR 200 Cr. I also coordinated INR 50 Cr project transactions and prepared investment memorandums and pitchbooks for HNI and institutional investors.

As an intern at Paterson Securities, I built DCF models and applied comparable company and precedent transaction methodologies. I also evaluated Nifty 50 companies through forecasting models supporting investment recommendations.

Earlier, I supported budgeting and forecasting at Progressive Infotech and built automated MIS dashboards. At Core Diagnostics, I designed performance dashboards and automated reporting processes, reducing errors by 30% and turnaround times by 50%. I hold a PGDM in Banking & Financial Services from IMI Delhi and am NISM-certified as a Research Analyst.

Experience

Work history, roles, and key accomplishments

Current

Business & Financial Valuation

Current

D and P Advisory

Jul 2026 - Present (4 months)

Completing structured training in business and financial valuation, building expertise in portfolio valuations with a focus on Option Pricing Model (OPM) methodologies. Applying Black-Scholes-Merton and Monte Carlo simulation frameworks to value complex securities.

Valuation Financial Modeling Option Pricing Models Black Scholes Merton Monte Carlo Simulations Portfolio Valuation scenario analysis

Investment Banking Associate

TRI World

Apr 2026 - Jul 2026 (3 months)

Coordinated INR 50 Cr project transactions, built DCF valuation models for hospitality resort projects, and structured NCRPS instruments to support capital raising. Prepared investment memorandums and pitchbooks for investors.

DCF Valuations Financial Modeling Investment Banking Transaction Coordination Pitch Book Preparation Sensitivity Analysis

Economic Research and Portfolio Management Intern

Paterson Securities

Apr 2025 - Jul 2025 (3 months)

Built DCF valuation models with forecasting and sensitivity analysis, applied comparable company and precedent transaction methodologies, and conducted financial statement analysis and beta regression.

DCF Valuations Comparable Company Analysis (CCA)Precedent Transactions Financial Statement Analysis Beta Regression Forecasting

Executive - Corporate Governance and Finance

Progressive Infotech

Sep 2021 - Feb 2022 (5 months)

Supported budgeting and forecasting for business units, built automated MIS dashboards, identified cost savings, and developed KPI tracking frameworks.

Budgeting Forecasting MIS Dashboards KPI Tracking Cost Optimization Financial Reporting

Operations and MIS Executive

Core Diagnostics

Sep 2020 - Sep 2021 (1 year)

Designed performance dashboards for sales managers and AGMs, automated reporting processes reducing errors and turnaround times, and collaborated with finance teams for revenue tracking.

Dashboard Design Report Automation Performance Monitoring Revenue Tracking Expenditure Monitoring

Education

Degrees, certifications, and relevant coursework

NISM

NISM Research Analyst, Securities Markets

Certified as a Research Analyst and in Equity Derivatives by the National Institute of Securities Markets.

Python for Finance

Python for Finance (Basics), Finance

Completed a course on Python for Finance (Basics).

Bloomberg

Bloomberg Market Concepts, Financial Markets

Completed the Bloomberg Market Concepts (BMC) certification.

Shivaji College, University of Delhi

B.A. (Hons), Business Economics

Grade: 7.88 CGPA

Activities and societies: Awarded competitive full-tuition scholarship; Merit Certificate in Business Economics, University of Delhi; Placement Coordinator, Shivaji College, DU; participated in inter-college Finance and Indian Economics debate programmes.

Completed B.A. (Hons) in Business Economics with a CGPA of 7.88, ranking in the top 3.