Investment Analyst
Middlesex University
Total years of experience :10 years, 5 Months
Research Achievements:
1. Corporate Finance and Valuation of J Sainsbury Plc Listed on LSE: SBRY, Discounted Cash Flows (DCF) model as a financial valuation technique used for evaluation of the entity’s earnings and dividend pay-out is undertaken to gain an understanding of the free cash flow utilization by the Group.
2. Investment Analysis on Xerox Holdings Corporation Public Company Listed on NasdaqGS: XRX, Utilized Ratio analysis, Relative Valuation and Financial Statement analysis techniques to assess the companys financial performance, market position, and growth prospects.
3. Impact Of Exports and Imports on Economic Growth of India, analyzed with Applied Econometric techniques.
4. Developed a Financial Model for Leather Products Manufacturing Company start up.
5. Critically Analyzed “New evidence on the price and liquidity effects of the FTSE 100 index revisions”
6. Analyzed impact of Derivative markets in developing countries -Regulations, Development and Challenges.
7. Constructed a Portfolio for Investors group who are in 30’s steady income employment, looking to increase their savings from work. Portfolio risk profile was aggressive and heavily skewed towards equities to generate capital gains. Investment was on Growth stocks, High Yield Bonds and ETF, Rebalanced portfolio periodically and backed with portfolio insurance with “Protective Put” options.
8. Empirically analyzed the Relationship between the Yield Curve and Macroeconomic Variables using UK Data for last 29 years from World Bank.
9. Dissertation: Examined the Impact of Macroeconomic Variables on the Yield Curve: A Cross-Country Study of the UK and Germany for last 30 years, by utilizing Advanced Econometric Analysis techniques, including GARCH, VAR, GLM, and Panel Data Analysis, to analyze economic and financial data, derive insights, and forecast trends.
1. Financial Analysis: Performed complex financial modelling and analysis to evaluate potential deals and assess their financial implications for clients. This includes analyzing financial statements, conducting valuation analyses, and preparing presentations and pitch materials.
2. Team Leadership and Management: Oversee and mentor analysts and associates, providing guidance on their work, facilitating their professional development, and ensuring the successful completion of projects
3. Client Relationship Management: Maintained relationships with key clients, including corporations, institutions, and investment banks. Understand their needs and provide strategic advice on their portfolio.
4. Covering the allocated sectors like FMCG, Retail, Automobiles, Pharmaceuticals, Consumer or Building materials for Equity Research, worked with team to generate Alpha ideas.
5. Supported in releasing information, handling inquiries and meetings, providing feedback to management, and crisis management.
6. Prepared investor presentations, quarterly/annual results, sector themes, and competitive landscape.
7. Update top management through various MIS or major movements in stock prices, and shareholding.
8. Competition Analysis: Performed comprehensive analysis of market trends, competitors behavior, strategy and presenting key insights and competition benchmarking to management periodically.
9. Involved in developing an in-depth understanding of business models, generating insights through research or due diligence, and evaluating viability, scalability & sustainability
10. Compare revised investment returns with initial investment returns to assess reasons for variation and highlighting them to the management and development partner (project monitoring committee) for taking up control measures.
11. Calculated portfolio performance returns and performance attribution across product range, ensuring accuracy and timely delivery effectively by utilizing various portfolio management techniques such as Sharpe Ratio, Jensens Alpha, Treynor Ratio and Markowitz model.
12. Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists
13. Provide strategic advice to the clients on the potential benefits and risks of the proposed Merger and Acquisition (M&A).
14. Provided due diligence support for investment initiatives across all asset classes Gather, consolidate, and analyze data related to potential investments and conduct risk assessments and contribute to the improvement of the due diligence process.
15. Managing a team and ensuring research attributes of listed companies across global platforms, which enables the security to be part of the index including research on Share Types, Shares Outstanding, Free Float Factor and industry classification
16. Administering monthly, quarterly, semiannually and annually rebalancing of Index Constituents.
17. Conversant with Bloomberg, Eikon, DataScope Suite of products, Moodys Risk Authority platforms and S&P CapitalIQ.
18. Administering Campus recruitment, Annual appraisal, resource management, performance evaluation, supporting problem solution and decision making.
Role:
❖ Processed Index & ETFs in system & delivered within the SLA
❖ Scrutinized Vendor Files, Formats and Data Fields
❖ Collaborated with clients like Citibank, UBS, JPM, Credit Suisse and Morgan Stanley and so on to deliver prepared Custom
baskets, Index and ETFs like S&P, FTSE, WisdomTree and DJSP and so on
❖ Utilized ETL Processing Tool CORONA for sourcing the data files from the Vendor’s FTP, Website & Emails
❖ Ensured both annually and quarterly processing, validating and publishing of rebalance data on SOLA platform and
reviewed data for major Financial Indices
❖ Coordinated with Client, Data Provider and Development Team to Build Indices, ETFs and Custom baskets
❖ Implemented corporate action events like Dividends, Rights Issue, Spin Off and Identifiers changes on database
❖ Contributed in developing constituent data and a target NAV to the ETP issuers’ requested market participants earlier the
start of daily trading
❖ Constructed PCFs including securities and representative percentages within TAT, and provided distribution through
established connections to exchanges and authorized participants
❖ Forecasted index changes for future reference by introducing an integrated data solution
❖ Steered daily maintenance of Indices, ETFs and Custom Baskets on product Sola (Core One Technologies)
❖ Managed sending client notification in advance for any delay in publication of the Index/ ETFs
❖ Analyzed performance of any Benchmark over any period of time and maintained Periodic Reporting
Highlights:
❖ Projects:
o Rebalance Data Addition for the STOXX Indices
o Pricing Field Mapping Change for ETFs as part of ETF Policy Change
o Automation Project (Production Tasks)
o Data Enhancements - File Date Addition
o Holiday management for every index maintained
❖ Products: Delta One Solutions
o SOLA: Application which manages all the Index Cluster Data, like Header and Constituent levels
o LAVA: Application reference for static information like Index Historical Validations, Sector break down returns
Classification, Index Rate vs. Constituent Rate of returns validation and verification Automation Project (Production
Tasks)
o JUPITER: Automation Data Management and Flat files generation
o Eclipse: Front End application for the clients to access data either through report form or extract
o CORONA: Data-warehouse where all Securities details is stored in different category, smart tables
Monitoring and maintenance of Thomson Reuters Data flow
Have been primary contact for Thomson Reuters Reference data (North American Markets)
Managing Content queries raised by global clients on SIEBEL, SERVICE CLOUD and resolving the issues within the stipulated time period.
Conducting Instrument coverage checks, Price validations and accuracy checks on products.
Managing Data Enhancement requests from clients.
Responsible for setting up new and reviewing existing process to identify improvement areas, accommodate and adapt to changing demands of the clients.
Conducting internal process audits & process reviews for ensuring strict adherence to the process parameters/systems as per defined guidelines
Expertise in Thomson Reuters products as well as ensure correct representation of real- time and reference data on the products.
Validate the accuracy of data received from various sources. Ensure that this information is stored in Thomson Reuters databases and is accurately reflected on products by creating or running data quality checks and standards.
Ensure the quality and time-efficient production of financial information to Thomson Reuters products.
Assist team members in enhancing their knowledge horizon and also help them in issue resolving.
Training team members on reference data and its impact on Various Thomson Reuters Products.
Deal with the different internal and external clients financial queries and respond within the SLA.
Ensure to give prior notice to our external/internal stake holder about future business driven and market driven initiatives.
Maintaining Identifier information like ISIN, CUSIP, TICKER & SEDOL etc on Database for various business events pertaining to US and Canadian Markets on daily basis.
Maintaining reference Data for Global coverage including Equities (stocks, ADRs, GDRs), Warrants and Funds (ETF).
Maintaining proper documentation for processes and procedure we cover. And review this method of workings periodically for any amendments.
Designing metrics which specify the client requirement which measures the accuracy, timeliness and completeness of product and database and also ensure service metric scores and other internal benchmark parameters are always met consistently.
Discuss the client impacting issues during process meetings and respond accordingly with our actions to clients.
Analyzing corporate actions like Merger, Reverse Merger and Stock split etc
Preparing RDEB (Reuters Database Exchange Bulletin).
Research Reports ❖Corporate Finance and Valuation of J Sainsbury Plc Listed on LSE: SBRY ❖Portfolio Management and Portfolio Insurance ❖Investment Analysis on Xerox Holdings Corporation Public Company Listed on NasdaqGS: XRX ❖Empirical Analysis of the Relationship between the Yield Curve and Macroeconomic Variables using UK Data for last 29 years. ❖Impact Of Exports And Imports On Economic Growth Of India ❖Start up Leather Company LTD – Financial Modelling ❖News Analysis on ARC Document Solutions Inc, listed on NYSE: ARC & Kalray S.A. Listed on LSE: 0ABT.L ❖Derivative markets in developing countries –Regulations, Development and Challenge ❖Examining the Impact of Macroeconomic Variables on the Yield Curve: A Cross-Country Study of the UK and Germany for last 30 years Achievement ❖ MSc Passed with Merit, November 2023. ❖ CFA Institute Scholarship Recipient (Level 1 in progress)
Title: A study on analysis of Financial Statement using Trend Percentage Technique Company: ITI Ltd. Title: Credit Risk Management Company: Vijaya Bank