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9
Personal Pitch
Alternative Investment & Strategy , Valuation, Decision Modeling Analytics, M&A, Corporate Finance, Private Equity
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Network Power<100 people
Roles
✨50%
Business Owner
📝50%
Influencer or Blogger
🧑🔬50%
Engineer
Geos
🇨🇦50%
Canada
Work Background
HSBCVice President - Alternative Investment
Dec. 2024Industry Covered: Alternative Investments includes PE, Real Estate, Hedge Funds, Private Lending; Key Skills Used: Valuation, Performance & Reporting, Investment Strategy, People Management, Client Facing
• Managing a $15mn revenue Alternative Assets Valuation offshore practice, serving clients across the US, Europe, Singapore and Hongkong.
• Presenting investment performance and strategic recommendations to clients, strengthening relationships and providing expert counsel
EYSenior Manager (Assistant Director) | Strategy & Transaction | Valuation & Decision Modeling
Oct. 2023 - Nov. 2024Leading a Decision (Business) Modeling Practice for Financial Services Office (FSO) Sector for US & Canada Region.
EYManager | Strategy & Transaction |Valuation, Modelling & Economics
Dec. 2021 - Oct. 2023New Delhi, Delhi, India• Spearheaded the establishment of the Financial Services Office (FSO) practice within the Decision Modeling & Analytics (DMA) service line, targeting the US & Canada Wealth & Asset Management (WAM) sector.
• Drove the FSO-DMA team to manage ~20,000 hours of client engagements, generating $10 million in revenue and achieving a 3X revenue growth over two years.
• Instrumental in securing seven major clients across FY 22-23 and FY 23-24 through strategic introductions of WAM solutions to Partners and Executive Directors.
• Established a Global Shared Services sub-team, enhancing operational efficiency and contributing 30% to FSO-DMA's revenue in FY 23-24
• Developed bespoke financial models and strategic solutions for top-tier US WAM clients, including PE firms, Hedge Funds, Banks, and Insurance companies.
• Utilized advanced valuation techniques such as DCF, Waterfall distribution, and Residual Income for high- stakes corporate finance transactions and strategic initiatives.
• Authored insightful industry reports for the WAM sector, serving as a key resource for Partners and Leaders in client engagement strategies.
• Fostered cross-service line collaboration with Complex Securities (XS) and Data Science (DS) teams, integrating EY's proprietary Generative AI tools to elevate client deliverables.
• Mentored and led a 17-member team of Managers, Associate Managers, and Seniors in business/valuation modeling and client management excellence.
Franklin TempletonSenior Data Analyst |Fund Research & Strategy | Investment Management & Data Science|
Oct. 2019 - Dec. 2021Hyderabad, Telangana, IndiaIndustry Covered: US Telecom, Internet Companies and Emerging Technologies
Highlights:
• Developed Financial & Statistical models to analyze the US-Telecom, Internet, and Emerging Technologies sectors, enabling fund managers to make data-driven decisions.
• Spearheaded the formation and management of a 15- person research team, distributed across three global locations, to efficiently fulfill fund managers' research needs.
• Led a team of 7 data analysts in creating quantitative models using advanced data science methodologies to assess the performance of over 250 Franklin Templeton funds, influencing new investment strategies.
• Orchestrated comprehensive training programs in industry research, financial modeling, and thought leadership report writing, enhancing team capabilities and performance.
EvalueserveResearch Lead |Alternative Investment Research & Analytics | US Telecom and Tech Sector|
Aug. 2017 - Oct. 2019Gurgaon, Haryana, IndiaIndustry Covered: US Industrial & Machinery Sector|| Client Served: UBS Evidence Lab
Highlights: • Developed Statistical Models for 25+ large market cap companies, enhancing revenue forecasting and investment strategy formulation through the innovative use of Alternative Data.
• Achieved forecasting accuracy that surpassed fundamental analysts and consensus benchmarks in 75% of cases, demonstrating exceptional analytical prowess.
• Diligently maintained and refined Financial Models, contributing to the creation of high-impact reports that consistently ranked in the top 10 for viewership among 100+ analyst reports at UBS-Evidence Lab.
CRISIL Global Research & AnalyticsSr. Research Analyst | Sell Side Equity Research, | Asian Telecom | Thought Leadership Report
May. 2015 - Jul. 2017Chennai, Tamil Nadu, IndiaIndustry Covered: Asian Telecom|| Client Served: Deutsche Bank
Highlights: • Developed comprehensive valuation models, using DCF and Relative Valuation Techniques, for • Developed comprehensive valuation models, using DCF and Relative Valuation Techniques, for the Asian Telecom sector, contributing to key earnings releases and thematic reports.
• Co-authored several industry reports and white papers, focusing on cutting-edge technologies like IoT and 5G, enhancing the firm's marketing initiatives
• Recipient of CLAP (Crisilite Award for Performance) award for Sept’ 2016 by Crisil Limited; Conferred upon 0.01% of GR& A division employee.
Genpact Headstrong Capital MarketsConsultant |Portfolio Research & Analytics | European Telecom |
Aug. 2012 - May. 2013Noida, Uttar Pradesh, IndiaIndustry Covered: European Telecom, || Client Served: Credit Agricole
Key Skills Used: Portfolio Management, Investment Analytics, Financial Modelling, Equity Research
Highlights: • Developed Automated Quantitative Portfolio Models, optimizing asset allocation and risk assessment, achieving a 50K EUR annual cost saving through enhanced portfolio performance.
• Led the implementation of Financial Modeling using valuation techniques such as DCF and Relative Valuation; and delivered insightful analysis on over six stocks in the European Telecom sector.
JMN Investments Research (P) LtdAssociate Analyst |Hedge Funds | US Spinoff research |
May. 2011 - Jul. 2012Chennai, Tamil Nadu, IndiaIndustry: US Telecom Sector
Highlights:
• Spin off valuation of US companies and report to US Based Middle Level Investment Bank. - It helped our buy side client to take a decision whether to invest over $100 million or above or not.
• Presented the research and findings insight to the Hedge Fund managers
HCL TechnologiesSoftware Engineer | Financial Services, Quantitative modeling, Structured Products |
Oct. 2007 - May. 2010Bengaluru, Karnataka, IndiaClient Served: Lehman Brothers
Highlights:
• Worked as a Member of an elite 5-Member Team in a major US based Investment bank; designed and implemented code to value structured products (like CDOs) worth $1bn
• Conducted Stress Testing on multiple tranches of structured products and updated the same to traders
• Extended support to multiple client (traders) trading in different financial products such as Fixed Income, CDS, Options, Equity Derivative Products at trading hours
• Acknowledged as HCL Scholar for being in 0.01% of HCL Financial Services Employees in 2009
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