Natasha Jain, CAIA, Chapter Executive

Associate Manager, RocSearch Private Limited

Natasha is currently working with RocSearch Private Limited as an Associate Manager in the Financial Research department. She has a total work experience of 4 years in the field of equity research and financial modelling. She currently assists a family office client based in UK by doing in-depth research for their portfolio companies as well as potential investments. She also assists in helping the portfolio companies raise funds in the capital markets. She is also responsible for identifying distressed companies and potential takeover targets. Using qualitative and quantitative parameters such as apprehending bond covenants and identifying breach, conducting financial due diligence through various methods, conducting primary research about the economics of the region and its correlation with the company’s business, arriving at self-deduced credit scores along with usage of other empirical scoring methods such as Altman Z score.

Prior to RocSearch, she was working with S&P Global (Mumbai) where she worked as a Research Analyst. She was responsible for conducting research and competitive bench-marking (using both financial and qualitative parameters) for Indian companies in the agro-chemicals sector. She conducted both secondary and primary level research which involved studying the respective industry, visiting the company’s manufacturing units and doing a due diligence check, getting in touch with dealers, suppliers, competitors and their customers across India.

Natasha is a Charter holder with CAIA since 2020 and is also a CFA (USA). Apart from the professional front, she is actively involved with NGOs in helping uplift the underprivileged through educational activities