Proprietor
H. C. Textile
Total years of experience :14 years, 4 Months
Key Responsibilities:
• Responsible for Finance, Purchase, Sales and Marketing
• Product procurement from different manufacturers based on quality and price
• Continuous interactions with different brokers through which products are sold
• Keeping a track of credit quality of different parties
• Keeping all the accounts up to date including GST filings, Annual Returns
• Deployed excess cash by creating a small equity portfolio following QGLP model
• Took exposure to companies in financial sector like Banks, Insurance and Asset Managers
• Took exposure to companies with competitive advantage in retail sector
• Tracking the business performance of the invested companies through quarterly results, con-calls etc
• Tracking ratios - ROCE, Sales CAGR, PAT CAGR, Free Cash Flow, Debt, CFO/EBITDA, PEG ratio etc
• Participating in seminars conducted by CFA Institute and reading investment books during idle time
Key Responsibilities:
• Risk Reporting and Performance Attribution
• Visited JP Morgan New York & London offices to get in depth trainings on Risk reports & Attribution
• Ensured high quality and timely delivery of monthly and quarterly attribution & risk reports.
Risk Reporting
• Running risk reports in Barclays POINT to check the tracking error (TE) of the portfolio
• Writing very brief comments on large changes in tracking error on a weekly basis
• Weekly discussion with Onshore counterparts on portfolio risk level & concentration risk based on TE
• Listening Investment Director Review (IDR) meetings chaired by Head of Fixed Income Risk
Performance Attribution
• Running performance attribution to break portfolio alpha into sector & security returns
• Examine the reason and source of residual return in performance attribution
• Continuous Interaction with performance team to rectify the errors in performance
• Tracking the duration bets of the Portfolio Manager
• Performance Reporting
• Providing performance reports on in-house Fixed Income Commingled Funds and Composites
• Providing Portfolio Characteristics reports (Sector exposure, Duration split, Ratings) to CPM’s
• Prepared Marketing materials, Pitch books and Request For Proposals
• Business Management
• Responsible for trading data compilation, analysis and reporting
• Assisting onshore counterparts with the broker review process, which compares qualitative assessments of brokers’ service level vs. volume-based estimates of revenues paid to brokers
• Social Activities
• Active member of “GF - Cares” Committee which organises social events
• Organised a day visit to the slums of Dahisar in Mumbai to meet kids of an NGO (Touching Life)
• Invited Touching Life kids to participate in various JPMorgan events like Independence Day etc.
Key Responsibilities:
• Performance Analysis and Reporting
• Providing Competitive Lipper Ranks report for JP Morgan listed Mutual Funds
• Providing performance reports on in-house Fixed Income Commingled Funds and Composites
• Prepared Marketing materials, Pitch books and Request For Proposals
• Supporting JP Morgan Fixed Income team for performance and attribution reports
• Running performance attribution to break excess returns (alpha) into duration, sector & security returns
• Prepared brief commentaries on portfolio performance based on attribution analysis.
• Other activities
• Completed extensive training on “Content Management Systems” to publish daily reports on Intranet.
• Active Member of Asset Management Knowledge Drive (AMKD) Committee.
• Organised Knowledge Share Sessions on various financial products, current events etc.
• Inviting members from different teams to share best practices within their process.
-Credit Risk Measurement and Management -Market Risk Measurement and Management -Operational and Integrated Risk Management -Quantitative Analysis -Risk Management and Investment Management
Academic Projects • US Subprime crisis and its repercussion • European Debt crisis and its repercussion • Credit Derivatives – Boon or Bane for Financial Markets • Organized Retail Sector in India – Opportunities & Challenges Achievements • Obtained merit based scholarship of Rs 162,500 in first & second semester of MBA program at IBS Mumbai. • Secured 4th position out of 408 students as per CGPA during the two year full time MBA program. • Represented IBS Mumbai in AIMA-RPG National Management Games (Year 2007).