Siddharth Jain, CFA, Lead Trainer

Our Instructor, Mr. Siddharth Jain is an industry veteran with more than 10 years of experience in the field of Investment Banking, Mergers & Acquisitions, Financial Modeling, and Valuation.

He started his journey with UBS as an Investment Banking Associate and worked with several boutique investment banking clients before settling into his current role. In his most recent venture, he currently leads a team of 15 people in Investment Banking, M&A, and Valuation at Duff and Phelps, now Kroll. During his stint, he has stayed in and worked with clients across India, the US, and Europe (Germany, the UK, France, etc.)

Mr. Siddharth enjoys training and guiding students and has more than 8 years of experience teaching at different firms which include EduCBA, IMS, Finocontrol, etc. He loves simplifying complex topics and presenting them in a way that is easily comprehensible by his students. His area of expertise includes Financial Modeling and Valuation, Financial Statements Analysis, Derivatives, CFA subjects, Pitch Deck Preparation, Research Reports Writing, and many more. He has also successfully authored a wide range of research articles, blogs, and publications. You can know more about him through his LinkedIn profile – Siddharth Jain, CFA | LinkedIn