Ashwin Loganathan Email & Phone Number

Dubai, Ae

Dubai, United Arab Emirates

Highlights1. Portfolio Analysis: Conducted detailed analysis and evaluation for client portfolios, including financial performance, asset valuation, risk assessment, and market trends. Providing strategic recommendations to optimize portfolios based on client objectives.2. Financial Modelling: Developed sophisticated financial models to analyse investment opportunities, assessing the financial viability of potential projects, and determining optimal asset strategies. Conducting… Show more Highlights1. Portfolio Analysis: Conducted detailed analysis and evaluation for client portfolios, including financial performance, asset valuation, risk assessment, and market trends. Providing strategic recommendations to optimize portfolios based on client objectives.2. Financial Modelling: Developed sophisticated financial models to analyse investment opportunities, assessing the financial viability of potential projects, and determining optimal asset strategies. Conducting sensitivity analysis and scenario planning to provide clients with insightful decision-making tools.3. Market Research: Staying abreast of market trends, economic indicators, and industry benchmarks. Conduct market research and feasibility studies to identify investment opportunities, assess risks, and develop strategic decision-making processes for clients.4. Portfolio Optimization: Collaborate with the Top Management in developing and implementing portfolio optimization strategies tailored to each client's objectives and risk profile. Recommending value-enhancing initiatives, such as asset repositioning, divestments, or capital improvements.5. Performance Reporting: Reviewing and preparing comprehensive portfolio performance reports/ dashboards for C suite, financial statements, and KPIs for clients. Highlight actionable insights, trends, and potential risks, and provide recommendations to improve financial outcomes.6. Due Diligence: Assist clients in evaluating potential investment opportunities through thorough due diligence, financial modelling, and risk assessments. Provide expert guidance during acquisition processes, including evaluation of financial feasibility and market positioning.7. Stakeholder Collaboration: Collaborating with internal teams, such as Risk and Capital Markets, to leverage cross- functional expertise in developing client solutions. Build strong relationship with external stakeholders, including clients, brokers, legal advisors, and financial institutions. Show less

Dubai, United Arab Emirates

Research Achievements:❖ Corporate Finance and Valuation of J Sainsbury Plc Listed on LSE: SBRY, Discounted Cash Flows (DCF) model as a financial valuation technique used for evaluation of the entity’s earnings and dividend pay-out is undertaken to gain an understanding of the free cash flow utilization by the Group.❖ Investment Analysis on Xerox Holdings Corporation Public Company Listed on NasdaqGS: XRX, Utilized Ratio analysis, Relative Valuation and Financial Statement analysis… Show more Research Achievements:❖ Corporate Finance and Valuation of J Sainsbury Plc Listed on LSE: SBRY, Discounted Cash Flows (DCF) model as a financial valuation technique used for evaluation of the entity’s earnings and dividend pay-out is undertaken to gain an understanding of the free cash flow utilization by the Group.❖ Investment Analysis on Xerox Holdings Corporation Public Company Listed on NasdaqGS: XRX, Utilized Ratio analysis, Relative Valuation and Financial Statement analysis techniques to assess the company's financial performance, market position, and growth prospects.❖ Impact Of Exports and Imports on Economic Growth of India, analyzed with Applied Econometric techniques.❖ Developed a Financial Model for Leather Products Manufacturing Company start up.❖ Critically Analyzed “New evidence on the price and liquidity effects of the FTSE 100 index revisions”❖ Analyzed impact of Derivative markets in developing countries –Regulations, Development and Challenges.❖ Constructed a Portfolio for Investors group who are in 30’s steady income employment, looking to increase their savings from work. Portfolio risk profile was aggressive and heavily skewed towards equities to generate capital gains. Investment was on Growth stocks, High Yield Bonds and ETF, Rebalanced portfolio periodically and backed with portfolio insurance with “Protective Put” options.❖ Empirically analyzed the Relationship between the Yield Curve and Macroeconomic Variables using UK Data for last 29 years from World Bank.❖ Dissertation: Examined the Impact of Macroeconomic Variables on the Yield Curve: A Cross-Country Study of the UK and Germany for last 30 years, by utilizing Advanced Econometric Analysis techniques, including GARCH, VAR,GLM, and Panel Data Analysis, to analyze economic and financial data, derive insights, and forecast trends.ACHIEVEMENTS❖ MSc Passed with Merit, November 2023.❖ CFA Institute Scholarship Recipient (Level1 in progress) Show less

Bengaluru, Karnataka, India

❖ Financial Analysis: Performed complex financial modelling and analysis to evaluate potential deals and assess their financial implications for clients. This includes analyzing financial statements, conducting valuation analyses, and preparing presentations and pitch materials.❖ Team Leadership oversee and mentor analysts and associates, providing guidance on their work, facilitating their professional development, and ensuring the successful completion of projects❖… Show more ❖ Financial Analysis: Performed complex financial modelling and analysis to evaluate potential deals and assess their financial implications for clients. This includes analyzing financial statements, conducting valuation analyses, and preparing presentations and pitch materials.❖ Team Leadership oversee and mentor analysts and associates, providing guidance on their work, facilitating their professional development, and ensuring the successful completion of projects❖ Maintained relationships with key clients, including corporations, institutions, and investment banks. Understand their needs and provide strategic advice on their portfolio.❖ Covering the allocated sectors like FMCG, Retail, Automobiles, Pharmaceuticals, Consumer or Building materials for Equity Research, worked with team to generate Alpha ideas.❖ Supported in releasing information, handling inquiries and meetings, providing feedback to management, and crisis management.❖ Prepared investor presentations, quarterly/annual results, sector themes, and competitive landscape.❖ Update top management through various MIS or major movements in stock prices, and shareholding.❖ Performed comprehensive analysis of market trends, competitor's behavior, strategy and presenting key insights and competition benchmarking to management periodically.❖ Involved in developing an in-depth understanding of business models, generating insights through research or due diligence, and evaluating viability, scalability & sustainability❖ Compare revised investment returns with initial investment returns to assess reasons for variation and highlighting them to the management and development partner for taking up control measures.❖ Calculated portfolio performance returns and performance attribution across product range, ensuring accuracy and timely delivery effectively by utilizing various portfolio management techniques such as Sharpe Ratio, Jensen's Alpha, Treynor Ratio and Markowitz model. Show less

Bengaluru, Karnataka, India

❖ Processed Index & ETFs in system & delivered within the SLA❖ Scrutinized Vendor Files, Formats and Data Fields❖ Collaborated with clients like Citibank, UBS, JPM, Credit Suisse and Morgan Stanley and so on to deliver prepared Custom baskets, Index and ETFs like S&P, FTSE, WisdomTree and DJSP and so on❖ Utilized ETL Processing Tool CORONA for sourcing the data files from the Vendor’s FTP, Website & Emails ❖ Ensured both annually and quarterly processing, validating and… Show more ❖ Processed Index & ETFs in system & delivered within the SLA❖ Scrutinized Vendor Files, Formats and Data Fields❖ Collaborated with clients like Citibank, UBS, JPM, Credit Suisse and Morgan Stanley and so on to deliver prepared Custom baskets, Index and ETFs like S&P, FTSE, WisdomTree and DJSP and so on❖ Utilized ETL Processing Tool CORONA for sourcing the data files from the Vendor’s FTP, Website & Emails ❖ Ensured both annually and quarterly processing, validating and publishing of rebalance data on SOLA platform and reviewed data for major Financial Indices❖ Coordinated with Client, Data Provider and Development Team to Build Indices, ETFs and Custom baskets ❖ Implemented corporate action events like Dividends, Rights Issue, Spin Off and Identifiers changes on database ❖ Contributed in developing constituent data and a target NAV to the ETP issuers’ requested market participants earlier the start of daily trading❖ Constructed PCFs including securities and representative percentages within TAT, and provided distribution through established connections to exchanges and authorized participants❖ Forecasted index changes for future reference by introducing an integrated data solution❖ Steered daily maintenance of Indices, ETFs and Custom Baskets on product Sola (Core One Technologies)❖ Managed sending client notification in advance for any delay in publication of the Index/ ETFs❖ Analyzed performance of any Benchmark over any period of time and maintained Periodic ReportingHighlights:❖ Projects: o Rebalance Data Addition for the STOXX Indiceso Pricing Field Mapping Change for ETFs as part of ETF Policy Changeo Automation Project (Production Tasks)o Data Enhancements - File Date Addition❖ Products: Delta One Solutionso SOLA: Application which manages all the Index Cluster Data, like Header and Constituent levelso CORONA: Data-warehouse where all Securities details is stored in different category, smart tables Show less

Bengaluru, Karnataka, India

❖Monitoring and maintenance of Thomson Reuters Data flow❖Have been primary contact for Thomson Reuters Reference data.❖Managing Content queries raised by global clients on SIEBEL, SERVICE CLOUD and resolving the issues within the stipulated time period.❖Conducting Instrument coverage checks, Price validations and accuracy checks on products.❖Managing Data Enhancement requests from clients. ❖Responsible for setting up new and reviewing existing process to identify improvement… Show more ❖Monitoring and maintenance of Thomson Reuters Data flow❖Have been primary contact for Thomson Reuters Reference data.❖Managing Content queries raised by global clients on SIEBEL, SERVICE CLOUD and resolving the issues within the stipulated time period.❖Conducting Instrument coverage checks, Price validations and accuracy checks on products.❖Managing Data Enhancement requests from clients. ❖Responsible for setting up new and reviewing existing process to identify improvement areas and adapt to changing demands of the clients.❖Conducting internal process audits & process reviews for ensuring strict adherence to the process parameters/systems as per defined guidelines❖Expertise in Thomson Reuters products as well as ensure correct representation of real- time and reference data on the products.❖Validate the accuracy of data received from various sources. Ensure that this information is stored in Thomson Reuters databases and is accurately reflected on products by creating or running data quality checks and standards.❖Ensure the quality and time-efficient production of financial information to Thomson Reuters products.❖Assist team members in enhancing their knowledge and also help them in issue resolving.❖Deal with the different internal and external clients financial queries and respond within the SLA.❖Ensure to give prior notice to our external/internal stake holder about future business and market driven initiatives. ❖Maintaining Identifier information like ISIN, CUSIP, TICKER & SEDOL etc on Database for various business events pertaining to US and Canadian Markets on daily basis.❖Maintaining reference Data for Global coverage including Equities and Funds (ETF).❖Maintaining proper documentation for processes and procedure we cover. And review this method of workings periodically for any amendments. ❖Analyzing corporate actions like Merger, Reverse Merger and Stock split etc Preparing RDEB (Reuters Database Exchange Bulletin). Show less

Master Of Science - Ms, Investments And Securities

Master Of Business Administration - Mba, Finance, First Class

Bachelor Of Business Management, First Class