Manager Business Analysis
ZAD Holding Company
Total years of experience :16 years, 10 Months
Managing group's investment portfolio in Emerging market equities. Responsibility is to identify investment opportunity in developing nations taking into consideration macro and micro economic factors, industry dynamics, financial analysis, visiting and meeting company managements followed by detailed financial modelling and valuation.
Looking into strategic investments of the company in various operating businesses
Evaluating business structures and developing short and long term business strategies for the group to improve financial performance and efficiency of the group.
Managing discretionary client portfolio. Researching stocks in the BFSI, Engineering, Infrastructure and Energy sectors. Tracking the portfolio companies. Looking for new investment ideas in the listed and unlisted space.
o Tracking the Banking and Financial Services and selected mid-cap engineering and Infrastructure sector
o Finding undervalued stocks and preparing independent research reports
o Tracking macroeconomic variables affecting Indian Equity markets and tracking trends in international and domestic economy to identify entry and exit points from equity markets
o Developing valuation models and report writing
o Quantitative analyses using financial models
o Qualitative analyses with inputs derived from various online data services and inputs from company management.
o Generating investment reports for institutional clients
o Interacting with fund managers
o Managing discretionary funds for PMS services
➢ Industries Tracked - Financials, Power, Infrastructure
In addition to above
o Worked on several Investment Banking assignments like Rights Issue
o Done Valuation of companies and businesses for the purpose of Takeover, filling of FBT for ESOPS etc.
➢ Database Usage - Bloomberg, Capitaline.