Karan Idnani, CFA

• Partnering with senior leadership at APAC Markets Operations
(Directors and Managing Directors) across 15+ countries to
implement strategic initiatives focused on transformation, risk
management, organizational culture and financial objectives
• Responsibilities include preparation of monthly business review
presentations, regional roles & responsibility reviews, operational
risk analysis, strategic business planning and program execution,
VOE (Voice of Employee) analysis, budget planning & expense
control, headcount analysis, location strategy, etc.

• Worked with a Private Equity client and managed a team of
senior analysts while being individually responsible for monitoring
a private investment portfolio valued at over $2bn
• Deployed multiple valuation techniques including DCF and
Relative Valuation to value a variety of assets across geographies
including NPL portfolios, commercial & residential real estate, and
private equity & debt
• Designed and implemented workflow processes to increase
accuracy and minimize effort/errors
• Worked directly with Linedata senior management to execute
digital transformation initiatives in the Investment Research
division. Responsibilities included new product conceptualization
& development, project & team management, product testing,
consulting with multiple stakeholders (internal & external), etc.

• Led company operations in India for a Spanish Manufacturer with
Complete ownership of India sales. Deployed processes &
strategies that increased sales by over 50% in the first year.
• Developed the product and pricing strategy based on industry,
competitor and customer analysis.
• Built and strengthened relationships with industry partners to drive
growth. Enhanced customer satisfaction with timely response to
issues and proactive problem-solving measures.

• Worked with large buy-side institutional clients (AUM>$5Bn) like
Hedge funds and CLO Managers in the U.S And the U.K.
Responsibilities included preparation of research reports and
provision of investment recommendations on primary loan/bond
deals/opportunities in the market.
• Additionally, monitored multiple portfolios of corporate credits
(more than 20 companies a portfolio) across diverse
industries/sectors including Telecom, Airlines, Oil & Gas, etc.
Responsibilities included financial modeling and fundamental
investment research (analysis of financial statements, cash-flows,
capital structure, filings, adjusted EBITDA calculation, etc.)
• In Business Development capacity, provided support by
formulating strategies for client acquisition and business growth
including running end-to-end marketing campaigns

• Drafted research reports and provided in-house ratings based on
fundamental analysis of municipal credits
• Reviewed municipal bond portfolios sent by the Portfolio
Managers and provided recommendations on individual
securities
• Created risk reports for all Asset Management clients and funds
globally and analyzed risk metrics generated by BarraOne
• Stress-tested portfolios and worked proactively around the
economic climate to report exposures to high-risk assets