utkarsh jain
@utkarshjain4
Finance professional with 8 years in financial modeling, equity research, and credit analysis.
What I'm looking for
I’m a results-driven finance professional with around 8 years of experience specializing in financial modelling, equity research, credit analysis, private equity, and industry research across global markets. I focus on building robust, investor-ready financial models and delivering in-depth financial and strategic analysis that directly supports investment decisions.
At Crisil Limited, I work as a Senior Research Analyst (June 2022 – Present), building detailed financial models (projections, capital structure, ratio analysis, sensitivity analysis) and preparing comprehensive credit reports with liquidity, transaction, covenant, and credit rating coverage. I also create credit deal packages and KPI dashboards, draft memorandums and commentaries, and maintain models on a monthly/quarterly/ad-hoc basis—recently heading a CLO fund project for a $14B AUM asset management company (110+ private company models) and supporting credit workflows across multiple AUM scales. Earlier, as a Research Associate II at Visible Alpha Solutions P Ltd (May 2018 – May 2022), I translated sell-side research into detailed financial models using SEC filings, press releases, broker models, and industry expertise, while resolving client queries within a strict SLA and preparing analysis summaries and presentations.
Experience
Work history, roles, and key accomplishments
Senior Research Analyst
Crisil Limited
Jun 2022 - Present (4 years 1 month)
Builds financial models and prepares credit reports, including liquidity and covenant analysis, for private and public companies. Manages end-to-end client engagements and produces memorandums and dashboards for portfolio management.
Research Associate II
Visible Alpha Solutions P Ltd
May 2018 - May 2022 (4 years)
Prepares detailed financial models using sell-side research and SEC filings, and converts assumptions into tangible forecasts. Performs fundamental analysis, resolves client requests within SLA, and prepares summaries and presentations for client use.
Education
Degrees, certifications, and relevant coursework
Narsee Monjee Institute of Management
MBA (Finance), Finance
2020 - 2022
Grade: 65.79%
Completed an MBA (Finance) through a 2-year partnered course, building finance-focused analytical and valuation skills.
Sri Guru Gobind Singh College of Commerce (D.U)
Bachelor of Commerce, Commerce
2018 -
Grade: 7.06
Completed a Bachelor of Commerce degree, developing foundational knowledge in commerce and analytics.
Kendriya Vidyalaya, Shahdol
12th (CBSE), Higher Secondary (CBSE)
2015 -
Grade: 95%
Completed the CBSE 12th (Higher Secondary) with a focus on strong academic performance.
Good Shepherd Convent Senior Secondary School
10th (CBSE), Secondary (CBSE)
2013 -
Grade: 9.4
Completed the CBSE 10th (Secondary) with a strong academic record.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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