Kartik Gupta

Conducted fundamental and technical research to identify profitable trading opportunities and support investment decision-making. Analyzed market trends, price movements, and economic indicators to assist senior analysts in portfolio management and risk assessment. Gained exposure to trading mechanisms and investment strategies, executing trades and monitoring performance for clients.

Finance Analyst Intern at Vision Web

• Conducted fundamental and technical research to identify profitable trading opportunities and support investment decision-making.
• Analyzed market trends, price movements, and economic indicators to assist senior analysts in portfolio management and risk assessment.
• Gained exposure to trading mechanisms and investment strategies, executing trades and monitoring performance for clients.

Investment Banking Virtual Experience (Forage) at JPMorgan Chase & Co. (2025-01 – 2025-01)

• Constructed a Discounted Cash Flow (DCF) model to calculate the valuation of a potential M&A target, adjusting assumptions for competitor bids and supply chain risks.
• Identified strategic M&A targets based on financial criteria and created a company profile and auction process summary for client presentation.
• Drafted an investment memorandum highlighting key risks and growth drivers for the proposed transaction.

Operations Job Simulation (Forage) at Goldman Sachs (2025-01 – 2025-01)

• Analyzed complex financial data to resolve trade settlement and asset transfer issues for High Net Worth individuals.
• Collaborated with Trading and Compliance teams to mitigate operational risks, ensuring regulatory compliance.

Executive Team Member at Training and Placement Cell (GGSIPU) (2021-07 – 2022-06)

• Managed financial transactions and utilized Microsoft Excel for data management of recruitment drives and event reports.
• Coordinated webinars and internship drives, facilitating communication between corporate recruiters and student

Candidate CFA Level 2 – CFA Institute (USA) (2024)

BBA (General) – GIBS (Rohini) (2022)

Class XII – CBSE – Jain Bharati Mrigavati Vidyalaya (2019)

Class X – CBSE – Jain Bharati Mrigavati Vidyalaya (2017)