Analyst
Cognizant Technology Solutions
Total years of experience :5 years, 4 Months
Quarterly Valuations of Portfolio companies. (Analyzing financial statement, drafting performance commentary and creating valuations analysis and summary)
Financial Consolidation of Firm and Fund financials / Accounts (Balance Sheets / P&L)
Management MIS reporting
Responsible for preparing reports for the asset management business (Private Equity and Hedge Funds) of the client.
Works with FVR (Financial Valuation and Reporting) team and responsible of valuing and updating the investments across PE Funds on a quarterly basis.
Handling Hedge fund team as well and responsible for reporting daily as well as monthly performance. Works on various reports for the higher level management on a monthly and quarterly basis.
Direct interaction with the client through mail as well as on phone at the VP and Director level.
Got appreciation from the client for delivering the work on time with quality. Also client praised for the model developed for tracking the daily, weekly and monthly performance of Hedge Funds.
Responsible for managing, mentoring and training two teams- 'Valuation and fundamental analysis' and 'Hedge and Credit Funds'.
Taken initiative for quality enhancements by developing new models replacing the earlier one and imparting the understanding within the teams.
Received 2 best performance awards from CTS.
Analyzing financial reports & Collection of fundamental financial data.
To provide annual and interim/quarterly data, detailed historical financial statement content, per share data, calculated ratios, pricing and textual information.
Analyzing Extraordinary items like Restructuring, Debt Extinguishment, etc for giving necessary adjustments in the statements to reflect the correct earnings available for the Common Shareholders.
Analyzing and giving effect to the Corporate Actions like Merger & Acquisitions, Stock-splits, etc.
Analyze SIC Codes, NAIC codes for the companies.
Exposure to different GAAPs like, INDIA, PAKISTAN, SRILANKA, and US GAAP.
To provide accurate MIS production report.
Completing the tasks accomplished within stringent deadlines.
Problem tracking & trouble shooting within the team.
Worked as Research Associate with External Quality Assurance Department.
External Quality Assurance member is responsible for assuring Quality for Entities consisting of Pvt. Mergers & Acquisitions, General Mergers, Reverse Mergers, and Company linking Process.
Undertake an in depth analysis on Merger Agreements, company profiles, company relationships (i.e. Products, competitors, Non-Competitors and Parent subsidiary relations)
Undertake an in depth research on Merger Agreements to identify purchase consideration, mode of payment, surviving company, status of company, register address and financial Statements.
Daily generate the sample, maintain sample files database and prepare daily & weekly reports for NY Team.
Make suggestions in all the necessary situations to standardize the production policy.
Co-ordination with team Members, motivating the juniors to accomplish their task and doing other special work assigned by superior.