Abhishek Gupta, CFA

+919205223269 gupta.abhishek00004@gmailcom www.linkedin.com/in/abhishek-gupta-cfa

"Experienced financial professional with a comprehensive background spanning four years in financial
markets that includes two years as a proficient business manager. Recently certified as a Chartered Financial
Analyst (CFA), I bring a blend of analytical acumen and strategic leadership to the table. My expertise lies in
navigating complex financial landscapes, conducting in-depth market research, and executing data-driven
strategies. Aspiring to leverage my unique skill set and CFA accreditation, I aim to excel in roles as an
Analyst , where I can contribute my insights and drive impactful decisions within teams.”
Experience
Business Manager at Tareo Group LLC (London , UK ) July 2022 - Nov 2023

Instrumental in optimizing production processes and streamlining inventory fulfillment. aligning

production schedules with market trends and minimizing excess inventory. Leveraging my CFA
Knowledge, I have contributed to the company's growth and operational efficiency.
Extrapolated, and tracked various data of customers to find out customer behaviors along with
state-wide retention numbers and change we need in marketing and production Patterns.
Utilized CFA principles to fine-tune working capital management, contributing to lower turnover
cycles and a more responsive supply chain.
Lead Projects for implementing Cin7 software and managing the integration of comprehensive
management and sales CRMs Using the Tech skills.

Real Estate Analyst at WeBuyHomes ( USA ) ALNA MANAGEMENT July 2020 - July 2022
Conducted Market Analysis and identified Investment opportunities through Valuations using
Acquisition Model , Renovation Model & Development Model.
Evaluated renovation costs, assessed return on investment, and developed exit strategies
considering market trends, risks, and uncertainties.
collaborated with Underwrote acquisition contracts and collaborated with legal professionals.
Managed a portfolio of Single-family homes, tracking performance metrics .
Majorly worked in Dallas Texas Properties and used NTREIS (MATRIX) for data and insights.
Promoted to lead team of 3 . (Valuations Renovation Modelling )

Business Analyst at Mudraksh & McShaw ( India ) Jan 2020 - July 2020
Compiled Group Level KPI reports such as P&L and Portfolio budgeting buckets .
Worked with team to Create Automated strategies for Trades and Rebalances.
Use for C-Var , Var, Drawdown to analyse performance and Predicting accounts and strategies
returns .
Analyzed revenue , Gross Margin , Profitability and Other KPI

Education
Chartered Financial Analyst Charter : CFAI Nov 2021 - Feb 2024

Jaypee Institute of Information Technology , JIT Noida May 2016 - April 2020
Bachelor of Technology, ( CSE , Maths , Finance )
Major in Computer Science, Minors in Finance ,
Skills
Valuation, and Financial Modelling Fund Valuation Techniques
Analytical and Quantitative Analysis. Financial Analysis & Investment Management
Real Estate Tools (NTRIES) MultiFamily Development Model
Discounted Cash Flow Google Sheets / Excel