Debt Syndication

Financial Sponsor Coverage

Financial Institutions and Debt Syndication Group

Supported Cognizant’s CEO Francisco D’Souza as the lone offshore member of a three member team; and worked closely with his Chief of Staff.Prepared detailed event prep reports for the events including WEF Davos; WSJ CEO Council, Business Roundtable; USIBC, etc. Reports included details about other attendees and suggestive key talking points for target individuals at the event.Aided the CEO with relationship management of his Top 350 list of clients and contacts, by sending to him suggestive notes with mentionable news involving the individual.Prepared research reports on emerging trends, technologies or industry best practices to aid the CEO’s deeper understanding.

Primary responsibility is to support Cognizant's internal teams with providing financial, business and strategic research.Regular projects include:o Preparing detailed company reports covering business analysis, operation and financial & credit analysis and strategic prioritieso Benchmarking of Company’s performance with industry peers, on industry specific metrics o Market sizing and opportunity analysis

 Co-created Competitor and Market Intelligence reports in close collaboration with the UBS Wealth Management Team, based out of Switzerland Performed financial benchmarking of UBS Competitors in the Wealth Management industry using metrics including ‘Net New Money’, ‘Assets under Management’, Geographical distribution of Wealth, and other operational efficiency metrics. Brainstormed research reports, necessary for strategy formulation by UBS Wealth Management senior leaders including Market sizing, trend analysis, etc. Provided quarterly updates of major UBS Competitors covering financials and strategic initiatives

Posted at BAGNAN station, which has the highest number of passenger footfalls everyday in the South Eastern Railways after Howrah.Had to process the data of our station and analyse it so that it could be used by the managerial people, which included preparing ten days figures and balance sheet. Also had to fulfil the duties of an Enquiry cum Reservation Clerk. Had to undertake the duty of roaster clerk ahead of many seniors, as was deemed most responsible for the job.PROJECTS UNDERTAKENCorporate Governance and frauds. Understood the avenues of the following and hence their perils.Financial Statement and Ratio Analysis. Understood how figures can be interpreted and helpful in making decisions.