Senior Investment Analyst
Argent Capital Pvt Ltd
Total years of experience :8 years, 6 Months
● Global Asset Allocations Decision Making: Evaluate global financial markets
including both developed and emerging markets and assisting the investment committee to make high-level asset allocation decisions. my responsibilities
here include;
• Asset class allocations
• Thematic allocations
• Geographic allocations
• Manager level allocations
● Fund Manager Research: Responsible for building unique investment
partnerships in the North America & European regions through identifying &
reaching out to boutique fund managers with an internal investment return
the target of 4%+ alpha over and above the respective benchmark in the long run (10+
years). My key achievements here are;
• Managed to research 10, 000+ funds globally (OEICs, Trusts, Hedge
Fund Partnerships, & PMSs)
• Shortlisted close to 50+ fund managers that resulted in a systematic
framework to identify, implement their investment philosophies and
mental models into the company’s direct equity investment strategies
• Managed to reduce actual investments with fund managers down to
less than five ideas.
● Equity Research - Philosophy Building: Responsible for incorporating firm-level
Investment philosophy for equity research with the experience gathered from manager research and other resources this included carrying out identifying;
• Generic KPIs via comprehensive statistical analysis
• Specific KPIs via Industry research
• Generic Qualitative factors through secondary research
● Equity Research - Company level Analysis: Responsibilities under company
level analysis are;
• Generate new Investment Ideas
• Qualitative research on invested ideas (con calls, transcripts. 10Ks,
etc.)
• Equity model building
• Coming up with long term expected returns on companies
● Liquidity Management: Evaluate short term investment opportunities to
optimize return on excess cash
● Accounting & Audits operations: Oversee investment accounting
operations and reconciliations, assist auditors in filing taxes in relevant
jurisdictions, and create SOPs to improve the efficiency of investment
operations
● Evaluation of New Business Opportunities: Help the management to
identify new business opportunities in adjacent business verticals to optimize
the firm’s overall ROIC and enhance cashflows
● Other Responsibilities on Private Equity Investments: Helped one of our
investee company management to take their company public in CSE Sri Lanka:
Shenid Business Solutions
Global Asset Allocations Decision Making: Evaluate global financial markets
including both developed and emerging markets and assist the investment
committee to make high-level asset allocation decisions. my responsibilities
here include;
• Asset class allocations
• Thematic allocations
• Geographic allocations
• Manager level allocations
● Fund Manager Research: Responsible for building unique investment
partnerships in the North America & European regions through identifying &
reaching out to boutique fund managers with an internal investment return
target of 4%+ alpha over and above respective benchmark in the long run (10+
years). My key achievements here are;
• Managed to research 10, 000+ funds globally (OEICs, Trusts, Hedge
Fund Partnerships, & PMSs)
• Shortlisted close to 50+ fund managers that resulted in a systematic
framework to identify, implement their investment philosophies and
mental models into the company’s direct equity investment strategies
• Managed to reduce actual investments with fund managers down to
less than five ideas.
● Equity Research - Philosophy Building: Responsible for incorporating firm-level
Investment philosophy for equity research with the experience gathered from
manager research and other resources this included carrying out identifying;
• Generic KPIs via comprehensive statistical analysis
• Specific KPIs via Industry research
• Generic Qualitative factors through secondary research
● Equity Research - Company level Analysis: Responsibilities under company
level analysis are;
• Generate new Investment Ideas
• Qualitative research on invested ideas (con calls, transcripts. 10Ks,
etc.)
• Equity model building
• Coming up with long term expected returns on companies
● Liquidity Management : Evaluate short term investment opportunities to
optimize return on excess cash
● Accounting & Audits operations : Oversee investment accounting
operations and reconciliations, assist auditors on filing taxes in relevant
jurisdictions, and create SOPs to improve the efficiency of investment
operations
● Evaluation of New Business Opportunities: Help the management to
identify new business opportunities in adjacent business verticals to optimize
the firm’s overall ROIC and enhance cashflows
● Other Responsibilities on Private Equity Investments: Helped one of our
investee company management to take their company public in CSE Sri Lanka:
Shenid Business Solutions
Working Capital Management: Analysis of group working capital including
debtors, creditors, and stock position along with the planning of group cash
flow and working capital requirement accordingly
● Liability Management: Monitoring and reporting on groups
funding lines to help the group treasure to make decisions on
debt management while keeping group WACC at optimal levels
● Treasury Operations: Carry out operations which include fund transfers,
working capital loan requests, etc
● Financial Markets & Economic Information: Providing a daily market report,
analyzing global financial markets, commodities and providing any other
economic information to aid the decision making
● Forex management of group export companies: Help the group treasurer to
make decisions on currencies to which the company was exposed (ex- buying
forward contracts, etc.)
● Corporate Finance: Supporting group's corporate finance
activities (providing data for research)
● Treasury Operations: Carry out cash flow management of the Fixed Income
portfolio handled instruments such as Repos, Reverse Repos, government
bonds, fixed income products.
● Risk Management: Daily monitoring of risk levels of the portfolios which
includes key KPIs such as MOD, Durations, VAR & Convexity
● Other Operations: Understanding market quotes through the Bloomberg portal
(FIQ) and coordinating with primary dealers and bankers to facilitate deals.
● Finance and Accounting: Responsible for assisting account receivable
functions including collections, reporting, and providing confirmations to
relevant ports which were predominantly located in SouthEast Asia.
Graduate Diploma in Capital Markets The qualification is the final stage of CISI's capital markets study pathway and offers individuals the opportunity to gain specialist knowledge of financial markets, bonds and fixed income, financial derivatives, and fund management.