AMAN GOEL
HONG KONG,NIS
Summary
MBA candidate with a solid foundation in equity research and financial analysis. Developed DCF and relative valuation models, enhancing investment recommendations. Proven track record in driving client satisfaction and revenue growth through strategic account management.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Equity Research Intern
Moneyvesta
06.2025 - 08.2025
- Authored earnings reports, investment notes and sector analyses for clients, contributing to investment decision-making and research credibility.
- Conducted fundamental analysis and competitive benchmarking, delivering actionable recommendations aimed at long-term value creation.
- Developed DCF and relative valuation models for two companies, enhancing equity coverage and informing investment recommendations.
- Collaborated with senior analysts to present research findings and valuation outputs, strengthening the quality of client deliverables.
Customer Partnership Executive, KAM Ops
Michael Page, PageGroup
Gurugram
10.2022 - 03.2025
- Established the Customer Partnership Team with the Regional Director and drove a 'Customer First' agenda, increasing client NPS by 30% and retention by 70%.
- Identified and prioritised 30+ high-potential strategic accounts using Power BI market analysis, contributing to a 40%+ revenue increase.
- Executed structured onboarding and targeted outreach, acquiring 20+ new clients and generating INR 10 Cr in long-term engagement value.
- Developed capability statements and strategic review documents for marquee clients including Tata and Mahindra, facilitating onboarding of 10+ entities.
Operations Executive
Woriox India Logistics Pvt. Ltd.
Delhi
07.2021 - 04.2022
- Facilitated operations in high-volume business generating annual revenue exceeding INR 20 Cr.
- Coordinated documentation, tracked shipments, and managed vendor interactions for major clients to ensure seamless execution.
- Supported high-volume logistics operations, handling 4,000+ tons of household cargo shipments from the Middle East (KSA and UAE).
Education
Master of Business Administration -
The Chinese University of Hong Kong
Hong Kong08-2026
CFA Level I - Passed | CFA Level II - Passed -
CFA Institute
05-2024
Bachelor of Arts (Hons.) - Business Economics
University of Delhi - Aryabhatta College
Delhi, India05-2021
Skills
- DCF valuation and relative valuation
- Financial modeling and analysis
- Equity and market research
- Investment and strategic planning
- Power BI and MS Excel
- Research collaboration
- Investment communication
Certification
- CFA Level I & II Passed
- NISM Research Analyst Certification, 09/01/25
- Financial Modelling, Udemy, 05/01/21
- Digital Marketing, Internshala, 06/01/19
Extracurricular Activities
President, Business Economics Department, Aryabhatta College, University of Delhi, 07/01/20, 05/31/21, Led a 150+ student department to achieve 'Best Department of the Year' recognition and positively impacted 500+ students through academic and engagement initiatives., Spearheaded Roister, the annual sports fest with 2,000+ participants from 10 colleges, while organising career development and mental health seminars. Athletics and Sports Leadership, University of Delhi, 08/01/18, 05/31/21, Secured Gold Medal in the 70m Dash and represented the University in Kho-Kho at inter-college tournaments.
Languages
- English, Professional
- Hindi, Native
Projects
Strategic Operating Model Development - Customer Partnership Function, Michael Page, 10/01/22, 03/31/25, Partnered with leadership to align the function's strategy with company goals, creating a scalable model supporting strategic account growth and client outcomes., Built a structured operating model that reduced servicing time by 30%+ while strengthening account management across India.
Timeline
Equity Research Intern
Moneyvesta
06.2025 - 08.2025
Customer Partnership Executive, KAM Ops
Michael Page, PageGroup
10.2022 - 03.2025
Operations Executive
Woriox India Logistics Pvt. Ltd.
07.2021 - 04.2022
Master of Business Administration -
The Chinese University of Hong Kong
CFA Level I - Passed | CFA Level II - Passed -
CFA Institute
Bachelor of Arts (Hons.) - Business Economics
University of Delhi - Aryabhatta College