Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Software
Interests
Timeline
Generic

Vishal Kuthiala

MS Finance Candidate (STEM)
Boston,MA

Summary

Vishal Kuthiala is a Graduate Student majoring in financial mathematics at the Babson F.W. Olin Graduate School of Business. His focus revolves around quantitative aspects of Investment Management and Investment Banking. His strong background in Credit Analysis and Report Writing enhances his deep understanding in Investment Analysis, Equity Research, Fundamental Investing, Financial Valuation and Modeling

Overview

5
5
years of professional experience
3
3
years of post-secondary education
10
10
Certifications
2
2
Languages

Work History

Equity Investment Analyst

Convergent Capital Partners
Boston, MA
01.2022 - Current
  • Conducting detailed fundamental equity investment research and preparing analysis reports for value-oriented portfolio for Multi-family office as part of Management Consulting Field Experience program

Senior Business Analyst

EXL Services
Gurugram, India
07.2020 - 06.2021
  • Prepared in-depth credit analysis reports by analyzing financial statements and macro-economic parameters, and delivered recommendations on financial health of Banks and NBFCs in Visa's portfolio having Billion dollars financial exposure
  • Managed a 5 members team, and communications with onshore VISA (client) directors
  • Achiever of the Year Award: VISA Credit Analysis

Senior Credit Analyst

Xceedance Consulting
Gurugram, India
02.2016 - 10.2019
  • Managed the credit risk of contract & commercial surety bonds and casualty insurance portfolio of BHSI (client) worth USD 8 billion for North America and APAC regions
  • Created in-depth credit analysis reports on portfolio companies covering macro-economic & industry parameters and financial statement analysis, and enabled client to earn USD 10Mn annual premiums
  • Monitored credit quality of portfolio companies by conducting annual reviews and quarterly covenant analysis, and maintained relationships with onshore BHSI underwriters

Education

Master of Science - Financial Mathematics (STEM)

Babson College, F.W. Olin Graduate Business School
Babson Park, MA
09.2021 - Current

Bachelor of Business Economics (BBE) -

Bhim Rao Ambedkar College, Delhi University
India
07.2011 - 05.2014

Skills

    Investment Analysis

Credit Analysis

Fundamental Investing

Equity Research

Investment Banking

Financial Modeling

Valuation

Report Writing

M&A, PE and VC

Certification

CFA Level 1 Candidate, CFA Institute

Accomplishments

  • Participant, Venture Capital Investment Competition, Boston University, January 2022
  • Publication and Best Research Paper Award: Efficiency of Indian Market in the Weak Form: Random Walk and Calendar Effect Investigation, Indus Business Academy, February 2014
  • Ranked in Top 3% and Top 10% in All India Aptitude Exam categories for Bachelor of Business Studies and Bachelor of Business Economics respectively, Delhi University, June 2011
  • Multiple awards in Business Aptitude quiz competitions and Cricket tournaments

Software

Bloomberg

FactSet

Capital IQ

Excel and PowerPoint

Thomson Reuters: Eikon

Python for Finance

Bank Focus

Bvd FACT

Interests

Soccer

Cricket

Trading and Value Investing

Poker

Cycling

Traveling

Timeline

CFA Level 1 Candidate, CFA Institute

08-2022

FRM Level 1 Candidate, GARP Institute

05-2022

Bloomberg Market Concepts: Bloomberg

03-2022

Financial and Valuation Modeling: Wall Street Prep

03-2022

FactSet Essentials: FactSet

03-2022

Python and Statistics for Financial Analysis, The Hong Kong University of Science and Technology

02-2022

Fundamentals of Quantitative Modeling, University of Pennsylvania

02-2022

Private Equity and Venture Capital, Università Bocconi

02-2022

Advanced Valuation & Strategy: M&A, Private Equity and Venture Capital, Erasmus University Rotterdam

02-2022

Equity Investment Analyst

Convergent Capital Partners
01.2022 - Current

Master of Science - Financial Mathematics (STEM)

Babson College, F.W. Olin Graduate Business School
09.2021 - Current

Investment Foundations Program, CFA Institute

10-2020

Senior Business Analyst

EXL Services
07.2020 - 06.2021

Senior Credit Analyst

Xceedance Consulting
02.2016 - 10.2019

Bachelor of Business Economics (BBE) -

Bhim Rao Ambedkar College, Delhi University
07.2011 - 05.2014
Vishal Kuthiala MS Finance Candidate (STEM)