سانديب Agrawal, Asst Manager, Middle Office Operations

سانديب Agrawal

Asst Manager, Middle Office Operations

Barclays

البلد
الهند - غازي اباد
التعليم
دبلوم, Chartered Financial Analyst (CFA)
الخبرات
12 years, 7 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :12 years, 7 أشهر

Asst Manager, Middle Office Operations في Barclays
  • الهند - دلهي
  • أشغل هذه الوظيفة منذ نوفمبر 2011

 Reporting to the Assistant Vice President and mentoring a team of 7 staff.
Technical Skills:
 Preparing Credit Reviews on the NBFIs and Corporate MNC clients from the UK and Europe.
 Performing adequate Credit Appraisals, Processing, and Risk Analysis for clients for both NBFI and Corporate sectors.
 Conducted detailed Financial Analysis of companies depending on the Operating Trend, Financial Ratios, Debt Service Capacity, Liquidity & Cash Flow, and overall Credit Risk to assist adequate conclusions and proposals.
 Establishing relations between various Key Variables and Value Drivers of the companies.
 Evaluated company specific Strengths, Risks, and Mitigants, along with analysis and stress testing of Periodic Covenants.
 Performing Industry Overviews for companies to estimate the Expected Future Growth of companies, while exploring adequate Investment Opportunities within the sector.
 Ensuring adequate Sensitivity Analysis and Peer Analysis for assessing potential Industry Changes.
 Coordinating Industry Level Research, comprising of the analysis of various Industry Characteristics, Growth Drivers, and Industry Trend Analysis, and ascertainment of major Industry Risks and Major Players operating in the Industry.
 Assisting short-to-medium and long-term Industry Outlook, taking into account both Macro and Micro Economic Factors.
 Attending the Quarterly Conference Calls, analysing Results, preparing Summary Notes.
People Management Skills:
 Managing a team of 7 Analysts and Senior Analysts, while ensuring streamlined Performance Appraisal, Training, Mentoring, and random Quality Check of Reports.
 Providing work direction to subordinates and mentoring them to maintain complete focus on defined targets.
 Scheduling work and operations, in order to improve employee performance and reduce absenteeism.
 Specifying deadlines for each analyst, while co-coordinating workflows, and ensuring deliverables within time.
 Updating work colleagues on business performance, new initiatives, and related issues.
 Interacting with the Onshore Team, while facilitating streamlined Workflow Management.
 Liaising with the Onshore Analysts for comprehending requests and obtaining consistent Feedback.
 Designing and introducing Systems for attaining Financial Discipline and improving overall Organizational Efficiency through various measures involving cost control, budget control, and financial management.
 Offering adequate Administrative assistance to the Senior Management staff.

Major Accomplishments:
 Recognized with the Global Value Recognition Award for 4th Quarter of 2014
 Piloted and steered the successful execution of an Operational Excellence Project during the 1st Quarter, leading to cost savings of 20% during the 3rd Quarter of the year and thereafter.
 Originated and conducted a 2-weeks class-room based training program for new joiners.
 Monitored the automation of Self-Sanction Tracker leading to a savings of 450 Men Hours per annum.

الخلفية التعليمية

دبلوم, Chartered Financial Analyst (CFA)
  • في CFA Institute, USA
  • يونيو 2015

CFA credential has become the most respected and recognized investment designation in the world. The CFA Program curriculum covers concepts and skills which is used at all stages of your career, bridging academic theory, current industry practice, and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills.

ماجستير, MBA Finance
  • في ICFAI Business School
  • مارس 2006

اختبارات بيت.كوم

Investment and Financial Planning Skills Test
Score 62%

Specialties & Skills

Credit Analysis
Investment Advisory
Investment Banking
Credit Analysis, Ratings Analysis
Financial Modelling
DCF Vluation, Comps, Investment Research

اللغات

الانجليزية
متمرّس
الهندية
متمرّس

التدريب و الشهادات

NSE Certification in ‘Derivatives’ Module (الشهادة)
AMFI Certification for ‘Advisory’ Module in Mutual Fund (الشهادة)
NSE Certification in ‘Capital Market Dealers’ Module (الشهادة)
Credit Skills Development programme offered by Omega Performance (الشهادة)
تاريخ الدورة:
February 2013

الهوايات

  • Playing Badminton and Carrom, Watching Bollywood Movies, Spending time with friends and families
    ↔ Recognized as the best team performer for the quarter ended March 2009 (HSBC) ↔ Recognized as best team performer for the year 2007 (Evalueserve) ↔ Awarded merit scholarship for achieving 8.29 SGPA in second semester at ICFAI ↔ Awarded merit scholarship through “National Rural Talent Scholarship” programme