Dhaval Jain
CFA Level 3 passed | Investment Banking | Research Analyst
- Role
- Executive Research Analyst at CoKaCo
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Dhaval Jain
Motivated and detail-oriented individual with a solid foundation in the investment industry, backed by comprehensive coursework and hands-on experience in IPO processes, financial analysis, and equity research.
Experience
Executive Research Analyst
Oct 2023 — Present · Mumbai, IN
Conducted comprehensive pre-IPO due diligence including assessing company history, business operations, and financial statements.• Drafted key DRHP chapters, including business overview, industry overview, financial information, objects of the issue, basis of the issue, and risk factors. • Developed financial models, collected and analyzed documents, and coordinated with merchant bankers and various stakeholders to ensure smooth IPO execution.• Contributed to over 10 IPO projects, successfully raising more than INR 150 crore.• Created investor presentations, factsheets, and peer comparisons for unlisted and listed SMEs, including annual reports for mainboard companies.• Developed pitch decks and detailed financial models for start-ups.• Prepared IPO notes and equity research reports for SMEs, identifying growth opportunities and potential returns.
Education
CFA Institute
CFA level 3
Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
HSC
2016 — 2018
Aspee Nutan English Medium School
Primary and secondary school
CFA Institute
CFA Level 1
Nagindas Khandwala College
Bms
2018 — 2021
CFA Institute
CFA level 2
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