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utkarsh jainUJ
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utkarsh jain

@utkarshjain4

Finance professional with 8 years in financial modeling, equity research, and credit analysis.

India
Message

What I'm looking for

I’m looking for a role where I can own investor-ready financial modeling and credit/equity research end-to-end—partnering with investment teams, turning analysis into actionable recommendations, and continuously improving workflows, dashboards, and decision support.

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

Crisil Limited logoCL
Current

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.

Education

Degrees, certifications, and relevant coursework

Narsee Monjee Institute of Management logoNM

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.

SD

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.

KS

Kendriya Vidyalaya, Shahdol

12th (CBSE), Higher Secondary (CBSE)

2015 -

Grade: 95%

Completed the CBSE 12th (Higher Secondary) with a focus on strong academic performance.

GS

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

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