Rehman Shaik

About

Research and business analysis professional with 3+ years of experience in investment research, market and competitor intelligence, compliance research, due diligence, and research operations. Currently a Senior Associate at AlliantGroup, focused on tax incentive eligibility analysis, labor and wage compliance research, and audit-ready documentation.

Experience

• Senior Associate – Tax Incentive Eligibility Analysis
  AlliantGroup · Hyderabad, India
  Aug 2025 – Present

  Vet and prioritize client project lists to identify viable cases for federal tax incentives and deductions; prepare final numerical client deliverables supporting tax deduction and credit claims with audit-ready documentation; assess client requirements to determine applicable deductions and credits in collaboration with Project Managers; conduct labor and wage compliance research across multiple project types; produce client reports used for audit defense and regulatory record-keeping; promoted from Associate to Senior Associate within 8 months following leadership presentation on workflow optimization; ranked as a top performer for three consecutive quarters on the department performance index; authored Standard Operating Procedures (SOPs) for core processes and partnered with IT to develop Excel macros; co-developed quality-control checklists to improve deliverable accuracy and consistency; provided informal team leadership during manager absence.

• Business Development Analyst – Research
  Tresvista Analytics LLP · Pune, India
  Jun 2023 – Jul 2025

  Supported private equity firms, investment banks, and executive search clients through primary and secondary research; analyzed Confidential Information Memoranda (CIMs) and produced research summaries for deal discussions; conducted company profiling, benchmarking, industry research, and market analysis across Healthcare, ICT, and Consumer sectors; used Capital IQ, PitchBook, Preqin, Bloomberg, FactSet, and Crunchbase for research across multiple asset classes; managed DealCloud CRM, maintaining data accuracy and tracking deal statuses; created competitor rationale reports and customized newsletters for business development; led pilot initiative to improve client onboarding through CRM data entry and workflow integration; built targeted acquisition and buyer lists through comparable-company and market research.

Education

• Bachelor of Business Administration (BBA)
  Ness Wadia College of Commerce
  Human Resources · 2020 – 2023
• Intermediate
  Government Junior College
  11–12 · 2018 – 2020

Skills

• Business Analysis <3 months
• Market research 2 to 5 years
• Research and Analytics 2 to 5 years
• Operations <3 months
• Macros <3 months
• Research 2 to 5 years
• Quality control 1 to 2 years
• Competitive Intelligence 2 to 5 years
• Equity Research Analysis <3 months
• Process Improvement 1 to 2 years
• Workflow Automation 2 to 5 years
• Data Reconciliation <3 months
• Due Diligence 2 to 5 years
• Investment Research 2 to 5 years
• SOP Development 1 to 2 years
• Primary Research <3 months
• private equity finance <3 months
• Regulatory research <3 months
• Bloomberg <3 months
• Audit Documentation <3 months
• PitchBook <3 months
• Capital IQ <3 months
• Company profiling 2 to 5 years

Tools / apps / platforms

• Microsoft Excel 1 to 2 years
• Microsoft PowerPoint 1 to 2 years
• Salesforce software <3 months

Languages

• English Fluent Speak
• Hindi Fluent Speak
• Telugu Fluent Speak
• Urdu Fluent Speak