Vice President - Alternative Investment and Strategy@HSBC Global Banking and Markets
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EXPERIENCE SUMMARY
Seasoned Financial Modeling and Analytics professional with over 15+ years of experience across global firms such as HSBC, EY, Franklin Templeton, UBS, and Deutsche Bank, holding various strategic roles. A results-driven leader skilled in Alternative Investments, Corporate Finance, M&A, and Valuation across multiple industries. Experienced in driving strategic initiatives, fostering revenue growth, building high-performing teams, and nurturing key client relationships.
PROJECTS UNDERTAKEN SUMMARY
• Financial Modeling: Over 15 years of expertise in designing and developing more than 100 advanced Excel-based models for purposes such as valuation, M&A transactions, spinoffs, and generating actionable insights.
• Research & Report Writing: 12+ years of experience conducting investment research—covering both equity and industry analysis—and producing comprehensive buy-side and sell-side reports for leading global investment banks and asset management firms.
• Data Analytics: 8 years of hands-on experience managing and analyzing large-scale datasets (including alternative and financial data) using advanced Excel, Python, and Power BI, consistently uncovering valuable business insights.
• Leadership: Proven leadership track record spanning over 8 years, successfully building and managing global teams and businesses at organizations such as HSBC, EY, and Franklin Templeton Investments.
• Marketing & Institutional Sales: More than 5 years of experience crafting white papers and thought leadership reports for marketing initiatives, and actively pitching products and services to senior executives at major global corporations as part of the institutional sales team.
CORE COMPETENCIES
Alternative Investments, Financial Modeling, Data Analytics, Investment Strategy, Valuation (DCF, Relative, Waterfall), Client Relationship Management, Team Leadership, Management Consulting.More...