Harshit Saxena

A skilled, result-oriented, and multi-award-winning Finance Professional with over 5 years of rich experience within the Investment Banking domain. Proven expertise in supporting valuation workstreams, structuring comprehensive pitch books, assisting cross-border M&A assignments, and collaborating on transaction pipelines. Recognized for exceptional analytical capabilities, rigorous decision-making framework, and an established track record of mentoring teams to maintain peak deliverable quality under high-stakes environments.

Investment Banking Lead Associate - Verity Knowledge Solutions - Hyderabad

(2023-12)

• Team Leadership & Quality Control: Manage, mentor, and upskill first-year analysts on technical valuations, macroeconomics, and core investment banking workflows to accelerate independent execution; enforce rigid quality control frameworks across all deliverables.
• Cross-Border Support & Regional Expertise: Provide comprehensive analytical support to global banking teams across diverse sectors and sub-sectors within the Consumer & Retail industry, spanning Indian, APAC, US, and EMEA regions.
• Training & Standardization: Formulate and structure comprehensive Standard Operating Procedures (SOPs) for recurrent workflows; design and conduct high-impact training curriculum for incoming cohorts of Analysts and Associates.
• Strategic Research & Origination: Drive deep-dive macroeconomic and financial market research spanning multiple geographies to extract actionable insights for global consumer and retail market opportunities.
• Target Screening: Architect systematic market screening frameworks to identify, analyze, and map potential corporate acquirers and divestment targets across specialized retail sub-sectors.

Investment Banking Associate - Verity Knowledge Solutions - Hyderabad

(2021-05 - 2023-12)

• Advanced Financial Valuation: Directed complex valuation models utilizing Discounted Cash Flow (DCF), Public Company Comparables (Trading Comps), Precedent Transactions, and historical multiple evolutions to establish benchmark enterprise values.
• Deal Execution Advisory: Supported onshore deal teams on major cross-border transactions, notably contributing to Perfetti Van Melle's high-profile acquisition of Mondelez's developed market gum business and the Ermenegildo Zegna IPO.
• Marketing & Pitch Book Production: Crafted institutional-grade pitch books and marketing collateral for buy-side advisory, sell-side mandates, capital raising, and initial public offerings (IPOs).
• ESG Benchmarking & Modeling: Integrated sustainability parameters into core valuations by benchmarking coverage companies on relevant environmental, social, and governance (ESG) metrics.
• Market Intelligence & Analytics: Synthesized structural market intelligence, weekly trend reports, and ad-hoc requests including financial ratio bridges, liquidity analyses, and intensive secondary research using Factiva news runs.

Post Graduate Diploma in Management - Finance - Institute of Management Technology (IMT) – Nagpur (2019-06 - 2021-03)

Bachelor of Commerce - B.Com. - Alpha College (2015-05 - 2019-03)