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Neetesh Velankar

“Financial Analyst | M&A Advisory | DCF & Valuation | Investment Banking | Ameriprise Financial | NISM Certified”

Greater Gwalior Area

7+ years of work experience

Ameriprise Financial Services, LLC
Mar 20242 yrs 4 mosPresent

Gurugram, Haryana, India

Ameriprise Financial Services, LLC
Mar 20242 yrs 4 mosPresent

Managed and updated portfolio details for annuity/insurance products, ensuring accuracy in client and fund-level reporting data. Prepared investor-specific bespoke reporting templates and quarterly reports by consolidating financial and operational data from internal systems. Analyzed fund and portfolio performance by reviewing cash flows, financial statements, and operational KPIs to support senior management decisions. Conducted data reconciliation across multiple databases (E- Workflow, Oracle, MIS) to ensure data accuracy for reporting and compliance. Coordinated with cross-functional teams to gather inputs and collaborated with stakeholders for timely delivery of reports. Utilized Advanced Excel, MS Access, and reporting tools to automate recurring processes, improve reporting efficiency, and maintain data quality.
May 20194 yrs 9 mosJan 2024

Gwalior, Madhya Pradesh, India

Sunstone
Aug 20233 mosOct 2023

Gurugram, Haryana, India

Valutinum Advisory
May 20234 mosAug 2023

Remote

Education

Madhav Institute of Technology and Science, Gwalior

Master of Business Administration - MBA, Banking, Corporate, Finance, and Securities Law

Madhav Institute of Technology and Science, Gwalior

20222 yrs2024
Jiwaji University

Bachelor of Commerce, Accounting and Finance

Jiwaji University

20173 yrs2020

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Headline

“Financial Analyst | M&A Advisory | DCF & Valuation | Investment Banking | Ameriprise Financial | NISM Certified”

About

Financial Analyst with 2+ years of experience in financial analysis, investment reporting, and portfolio management at Ameriprise Financial. Hands-on expertise in M&A financial modeling, DCF & comparable company valuations, information memorandums, and deal execution support through investment banking internships. Core strengths: 3-statement financial models | IRR & sensitivity analysis | investor collateral preparation | due diligence | industry & market research Certified in Financial Modeling & Advanced Valuation, Equity Research (NISM XV), and Mutual Fund Distribution (NISM VA). MBA Finance from MITS Gwalior. Open to Investment Banking, M&A Advisory, and Financial Analysis roles in Gurugram/Delhi NCR.

Location

Greater Gwalior Area

Work experience

Associate at Ameriprise Financial Services, LLC, Mar 2024 - Present · 2 yrs 4 mos, Gurugram, Haryana, India

Business Management Analyst at Ameriprise Financial Services, LLC, Mar 2024 - Present · 2 yrs 4 mos, Managed and updated portfolio details for annuity/insurance products, ensuring accuracy in client and fund-level reporting data. Prepared investor-specific bespoke reporting templates and quarterly reports by consolidating financial and operational data from internal systems. Analyzed fund and portfolio performance by reviewing cash flows, financial statements, and operational KPIs to support senior management decisions. Conducted data reconciliation across multiple databases (E- Workflow, Oracle, MIS) to ensure data accuracy for reporting and compliance. Coordinated with cross-functional teams to gather inputs and collaborated with stakeholders for timely delivery of reports. Utilized Advanced Excel, MS Access, and reporting tools to automate recurring processes, improve reporting efficiency, and maintain data quality.

Instructor at commerce point classes, May 2019 - Jan 2024 · 4 yrs 9 mos, Gwalior, Madhya Pradesh, India

Revenue assurance intern at Sunstone, Aug 2023 - Oct 2023 · 3 mos, Gurugram, Haryana, India

Financial Analyst Intern at Valutinum Advisory, May 2023 - Aug 2023 · 4 mos, Remote

Education

Master of Business Administration - MBA, Banking, Corporate, Finance, and Securities Law, Madhav Institute of Technology and Science, Gwalior

Bachelor of Commerce, Accounting and Finance, Jiwaji University

Neetesh Velankar - Associate in Greater Gwalior Area | Tal