Janhvi Babaria
Houston
Summary
Driven Corporate Investment Banking Analyst with a proven track record at TD Securities, showcasing expertise in financial and credit analysis, and a knack for multitasking under tight deadlines. Excelled in leveraging Microsoft Excel for complex financial models and fostering teamwork, significantly contributing to client management and deal closings. Demonstrates a strong analytical mindset with notable achievements in client portfolio management and ability to create meaningful working relationships with team.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Corporate Investment Banking Analyst
TD Securities
07.2023 - Current
- Received company's legendary award for extra effort and accurate work, additionally the = willingness to help others on the team. Received high remarks from company heads.
- Prepared financial projection models using company guidance, equity research and financials for each client request to determine their creditworthiness, highlighting key risks and strengths of the client.
- Managed 13 clients, with multiple requests a year from each client under tight deadlines while maintaining high-quality output levels in deliverables. Finished entire credit reports in tight deadlines as quick as three days.
- Analyzed E&P company reserves as well as engineering to prepare for borrowing base redeterminations twice a year per client.
- Prepared credits for upstream, midstream and downstream companies, utilizing reserves, production, and fees, with an emphasis on key risks for each.
- Created peer comps to compare the performance of subject companies against industry peers.
- Tracked commodity prices, bond yields and other trends to correctly interpret revenues, total debt, and interest rates on revolving credit facilities.
- Worked with different teams across the company, including leveraged finance, investment banking, environmental, and relationship managers. Applied learning from each team to my credits, allowing for more extensive knowledge on bank functions.
Corporate Investment Banking Intern
TD Securities
06.2022 - 08.2022
- Contributed to successful deal closings by assisting with drafting transaction documents, including term sheets.
- Gained exposure to a diverse range of industries and sectors, broadening knowledge base and applicability in future roles within corporate banking/finance.
- Attended weekly energy teach-ins to truly understand how to analyze a company's performance and growth.
- Prepared full credits individually to assist team with busy workloads.
- Assisted senior bankers with attending bank meetings, client and legal calls, in order to take notes and participate in strategy meetings.
Finance Intern
Trace Midstream
07.2021 - 08.2021
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Analyzed financial statements to identify trends and provide valuable insights for decision-making.
- Collaborated with team members on financial projects, resulting in more efficient workflows and timely completion.
- Prepared comprehensive forecasting reports for senior leadership as necessary.
- Aided constructive forecasting by assisting with financial model development.
Education
BBA - Finance
Texas A&M University
College Station05-2023
Skills
- Microsoft Excel
- Comparable company analysis
- Financial statement analysis
- Credit analysis
- Analytical mindset
- Industry analysis
- Debt financing
- Time management
- Multitasking
- Teamwork and collaboration
- Series 63
- Series 79
Languages
English
Native or Bilingual
Gujarati
Native or Bilingual
Hindi
Limited Working
Spanish
Elementary
Certification
Series 63
Series 79
Timeline
Corporate Investment Banking Analyst
TD Securities
07.2023 - Current
Corporate Investment Banking Intern
TD Securities
06.2022 - 08.2022
Finance Intern
Trace Midstream
07.2021 - 08.2021
BBA - Finance
Texas A&M University
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