Shubham Vidua

Experienced finance professional with 3.4+ years in the industry, proficient in Financial Planning &
Analysis, Forecasting, Equity Valuation & Research. Demonstrated expertise in Investment Banking
Operations, including Reconciliation.

Contact Work History

Address 2021-09 - Associate - Investment Banking

Vidisha, 464001 Current
Incedo Inc, Gurugram
Phone Performed meticulous reconciliation of various
880 071 8341 asset classes and managers, ensuring

E-mail accuracy and consistency in financial

shubhamvidua97@gmail.co transactions.

m Integral Trade Processing team member for

Equity, Bond, FX & Derivative instruments.
Executing precise and prompt trade capture
Skills aligning with client directives.
Possess adept grasp of trade life cycle,
Planning and
Upper intricate financial instruments, contributing to
Coordination
intermediate NAV and Management Fee computation
across Funds.
MS Office Ensured Trade Settlement, Portfolio
Upper
Management, Wealth Report Reconciliation
intermediate
and Quality Check and Prepared
Teamwork comprehensive reports on corporate actions,
Upper analyzing and documenting their impact on
intermediate investments and portfolios.
Verify trades and transactions, ensuring their
Verbal and
Advanced accuracy and completeness. Match asset
written
allocations with established guidelines and
communicati
regulatory frameworks to maintain
on
compliance and optimize portfolio
Excel performance.
Upper
Analyze financial data and reports to identify
intermediate trends, anomalies, and potential areas for

Strong improvement. Prepare clear and concise

Analytical Upper reports summarizing findings and

Skills intermediate recommendations for effective decision-

making by management and stakeholders.

2020-03 - Financial Analyst

2021-09
Strong Webcraft IT, Indore
Problem Advanced Performed detailed financial analysis,
Solving including budgeting, forecasting, and
financial modeling using different methods
Interpersonal
such as DCF, Three-Statement Model, M&A to
Skills Upper
provide accurate insights into financial
intermediate
performance and aid in decision-making
Strategic processes.
financial Upper
Developed complex financial models &
planning and intermediate
forecasting tools to analyze revenue variance,
analysis business pipeline and industry trends.
Generated reports to assess performance,
Financial
Upper evaluate investments, and plan budgets.
Modeling
intermediate Collected and evaluated financial data from
various sources, such as financial statements,
Fundamental market trends, and economic indicators, to
& Upper
generate meaningful reports and
Quantitative intermediate
recommendations for improving financial
Analysis strategies and optimizing resource allocation.
Identified trends, risks, and opportunities
Corporate
Intermediate through data analysis, ensuring accurate and
Finance
timely financial reporting to stakeholders.
Identified potential risks and opportunities by
analyzing market trends, industry benchmarks,
and financial indicators. Developed strategies
and recommendations to mitigate risks,
enhance profitability, and support effective
financial planning and risk management
initiatives.

Education

2018-07 - Post Graduate Diploma in

2020-05 Management: Securities Markets
National Institute of Securities Markets - Mumbai
CGPA - 5.0
Relevant Coursework Completed: Financial
Institutions & Markets, Corporate Finance,
Securities Analysis & Equity Valuation,Fixed
Income Securities, Portfolio Management,
Derivatives & Risk Management, Financial
Modeling.

2015-08 - BBA: Business & Entrepreneurship

2018-06 Footwear Design And Development Institute -
Noida
CGPA: 64
Relevant Coursework Completed: Economics,
Management, Accounting, Cost
Accountancy, Information Technology,
Financial Management.

2014-04 - 12th
2015-04
Vatsalya Senior Secondary School - Vidisha
49.2%

2012-04 - 10th
2013-03 Trinity Convent Senior Secondary School - Vidisha
CGPA:6.2

Internships

Campus Ambassador, IIT Kanpur

(Entrepreneurship Cell) - May 2016 - May 2017
StockHolding Corporation of India Limited
(Custodial Services, Operations) - May-June
2019

Projects
Dissertation Project – “Role of Investment Bankers
in Capital Markets”
Conducted extensive research on the
significant role of investment bankers in
capital markets, exploring their influence on
market liquidity, IPO performance, and
strategic financial transactions.
Analyzed the intricate dynamics of investment
bankers in capital markets, investigating their
contribution to facilitating efficient capital
allocation, underwriting IPOs, and executing
complex financial transactions.
Internship Project Title – “Custodial Services,
Operations”
Assisted in optimizing custodial services
operations by implementing process
improvements and conducting analysis.
Supported the team in managing client
 accounts, executing trades, and ensuring
compliance with regulatory requirements.

Certifications
2018-10 NISM Series VA – Mutual Fund Distributors

2019-10 NISM Series VIII – Equity Derivatives

2019-09 NISM Series XV – Research Analyst

2018-11 NISM Series VII – Securities Operations & Risk

Management

2019-06 Bloomberg Market Concepts

Interests

Public Speaking

Reading History

Playing Basketball