Lehar Pahwa is an MBA graduate in Finance with over 2.5 years of experience in financial services and equity/credit research. He is currently a Senior Business Analyst at Evalueserve supporting credit analysts at an investment bank. His responsibilities include financial modeling, report writing, and preparing earnings notes and quarterly reports. Previously he worked as an audit associate at KPMG and an intern at Power Grid Corporation of India. He has skills in financial statement analysis, valuation, and using Bloomberg/FactSet.
1. Lehar Pahwa
Contact No: +91 9999159711 Email: leharpahwa7@gmail.com
Profile Summary
Achievement driven MBA graduate in Finance with 2.5 years of Industry experience in financial services.
Financial Analysis and Credit Research professional, currently employed in the capacity of Senior Business Analyst
(Equity/Credit Research) with Evalueserve, looking for opportunities in the field of Investment Research, Equity/Credit
Research, Valuation, Investment Banking and Financial Consulting.
Proven skills and developed knowledge around Financial Modelling and Equity/Credit Research with Certification of Equity
Research Analyst (CERA trained) approved by CFA institute.
Proficient in MS Excel and databases such as Bloomberg, Reuters and Factset. Efficient Quantitative and Analytical skills.
Built databases on various platforms such as Excel.
Efficient Communication skills and Project Management skills. Have worked in a team, interacted with senior analysts of a
leading Investment Bank leading to constant exposure to client side financial models, databases, reports and presentations
Work Experience
April 2017 – Present Evalueserve Senior Business Analyst
Responsibilities:
Full time associate to a sell side Oil & Gas Credit Analyst team for a US based Investment Bank.
Performing in depth historical research and analysis of company data; report writing, working on financial models - updating
historical number and building projections, ratio calculations
Preparing earnings notes, quarterly earnings reports with financial summary, consensus estimates and variance analysis
Supporting Global Fundamental Research Analysts in carrying out research on a portfolio of oil and gas high yield
companies for the US region
Tracking news, events and results of the companies under coverage and any trends impacting the industry
Preparing debt schedule and undergoing capital structure analysis for the companies in question
Working on and updating Trading Comparable, and Tear Sheets along with proforma adjustments for merger and
acquisition/ divestiture transaction, liquidity analysis report and relative valuation reports
Worked on financial models and industry data for IT hardware and telecom sector
Highlights:
Certification – Awarded “You Make A Difference” as the best client analyst and appreciated for good quality.
Certification – Certified Equity Research Training (CERA) at Evalueserve
July 2013 – July 2014 KPMG Global Services Audit Associate
Responsibilities:
Communicated with KPMG UK Audit team and successfully audited and delivered high quality work on UK based
Investment Management & Fund (IM&F) clients.
Analyzed financial statements and carried out routine substantive and controls-based audit testing for clients
Perform review of client prepared testing amd roll forward testing work papers
Individually researched on the structure and working of some of the biggest KPMG clients like M&G Investment group
(AUM approximately £ 244bn) for efficiently and successfully completing their audits
Highlights:
Received recognition for successful completion of engagement, handled individually, and quality of work delivered.
Delivered work in line with designated methodology and project plan.
2. Internship
April 2016 – June 2016 Power Grid Corporation of India Ltd. Trainee-Corporate Finance
Analysis of Sources of Finance: Study on bonds issue and international finance
To study the financing pattern and capital structure of Power Grid
To study and understand the procedural aspect of issuing bonds on private placement basis
Educational Qualification
Course Specialization Institute/ College %/ CGPA
Year of
Completion
PGDM Finance-Marketing FORE School of Management 8.61 2017
B.Com (Hons.) Commerce Jesus and Mary College, Delhi University 72.35 2013
I.S.C (XII) Commerce Holy Child School, Ghaziabad 93.83 2010
I.C.S.E (X) -- Holy Child School, Ghaziabad 87.86 2008
Key Skills
Technical efficiency in Microsoft office, R, SPSS, Bloomberg, FACTSET
Good understanding of financial statements and accounting concepts
Sound knowledge of Equity and Credit Research, Corporate Finance, Business Valuation and Merger and Acquisitions
Efficient in performing in-depth company and industry research
Projects Undertaken/ Certification
2017: Certified Equity Research Analyst (CERA) training approved by CFA institute
2016: Equity Research and Portfolio Optimization Project
2014: Cleared CT7-Business Economics exam of Institute of Actuaries of India
2013: DU Innovation Project: Understanding the lives of working poor in Delhi
2012: Participated in KPMG “Creating an Impact” training program
Achievements & Positions of Responsibility
2015: Member, FORE Economic and Finance Forum, FORE School of Management, New Delhi.
2013: Member, CSR organizing committee in Financial Service Department in KPMG Global services
2011: Member, Jesus and Mary College Education Program (JMCEP) which help in educating underprivileged children of
nearby areas
2010: Secured FIRST RANK in class XII (ISC commerce) in school
2010: Received AMUL VIDYA BHUSHAN (State level) for outstanding academic performance
2010: Volunteered in the ‘Clean Delhi-NCR Drive’ campaign by Art of living.
Interest & Hobbies
Solving Puzzles (Sudoku and 2048), Travelling