Bittesh Kar Email and Phone Number
Equity Research Analyst at Dynamic Equities Pvt. Ltd. August 2024 — October 2024 • Market Research & Data Gathering:Track new listings daily and gather financial data from platforms like Aceeuity.com. Calculate key valuation ratios (P/E, P/B, etc.) and analyze financials. • Financial Analysis & Valuation:Assess company valuations by analyzing financial statements, management quality, and product portfolios. Update portfolio valuations in response to market changes and prepare investment reports. • Portfolio Management & Strategy:Prepare fact sheets for investment strategies (beta, Sharpe, Treynor ratios, etc.). Analyze portfolio performance vs. benchmarks and provide risk-adjusted insights. • Investment Performance Monitoring:Track PMS holdings, update fact sheets, and assess performance against market changes. Monitor FII data and adjust strategies based on market trends. Market Trend Analysis: • Stay updated on macroeconomic trends and market sentiment, linking them to portfolio performance. Senior Associate Analyst at ICRA Analytics Ltd. April 2023 — May 2024 • Cash Flow Modeling:Develop detailed cash-flow models for specialized asset classes, including Collateralized Debt Obligations (CDOs) and Collateralized Loan Obligations (CLOs). Ensure accurate and comprehensive modeling to reflect the complexities of the underlying assets and debt tranches. • Document Analysis:Review and analyze extensive deal documentation, such as Offering Memorandums, Indentures, Trustee Reports, Pricing Emails, and Portfolio Files. Extract critical data from these documents to support cash-flow models and ensure alignment with deal terms. • CDO & CLO Structure Analysis:Conduct in-depth analysis of CDO and CLO structures, ensuring that the cash flow and credit structures are accurately reflected. Cross-check trustee reports and other relevant documents to verify consistency with modeled assumptions and deal structures.• Deal Performance Monitoring:Continuously monitor the performance of CDO and CLO portfolios, adjusting models as necessary based on changes in underlying assets or market conditions. Prepare detailed reports on deal performance, highlighting key trends and potential risks
Gateway Financial
View- Website:
- gatewayfin.com.au
- Employees:
- 23
-
Fundamental Research AssociateGateway FinancialKolkata, Wb, In
-
Equity Research AnalystDynamic Equities Pvt. Ltd. Aug 2024 - Oct 2024KolkataMarket Research & Data Gathering:Track new listings daily and gather financial data from platforms like Aceeuity.com. Calculate key valuation ratios (P/E, P/B, etc.) and analyze financials. • Financial Analysis & Valuation:Assess company valuations by analyzing financial statements, management quality, and product portfolios. Update portfolio valuations in response to market changes and prepare investment reports. • Portfolio Management & Strategy:Prepare fact sheets for investment strategies (beta, Sharpe, Treynor ratios, etc.). Analyze portfolio performance vs. benchmarks and provide risk-adjusted insights. • Investment Performance Monitoring:Track PMS holdings, update fact sheets, and assess performance against market changes. Monitor FII data and adjust strategies based on market trends. Market Trend Analysis: • Stay updated on macroeconomic trends and market sentiment, linking them to portfolio performance -
Senior Associate AnalystIcra Analytics Ltd Apr 2023 - May 2024Kolkata, West Bengal, IndiaDeveloped detailed cash-flow models for both Collateralized Debt Obligations (CDOs) and Collateralized Loan Obligations (CLOs) by leveraging extensive deal documents such as Offering Memorandum/Circular, Indenture, Pre-sale report, Trustee report, Pricing emails, Portfolio files, and specific client requirements.Utilized a proprietary analytics platform to decode complex deal structures, ensuring accurate execution of triggering events, covenants, and waterfall structures for all stakeholders involved.Conducted thorough analyses of various CDO structures, followed by meticulous modeling to verify their consistency with information provided in trustee reports.Extracted essential data points from diverse documents, including collateral quality tests and associated triggers, and conducted detailed modeling of the waterfall structure to maintain cashflow projection accuracy in alignment with relevant document information.Responsible for providing and maintaining high-quality surveillance data and analytical support for Residential Mortgage Backed Securities (RMBS) and Asset Backed Securities (ABS) within the Structured Finance department.Interpreted issuer-side documents such as prospectuses, Trustee Reports (TR), and Indentures to establish proper deal structures and ensure adherence to regulatory and client specifications.
Bittesh Kar Education Details
-
Cfa InstituteFinance And Financial Management Services
Frequently Asked Questions about Bittesh Kar
What company does Bittesh Kar work for?
Bittesh Kar works for Gateway Financial
What is Bittesh Kar's role at the current company?
Bittesh Kar's current role is Fundamental Research Associate.
What schools did Bittesh Kar attend?
Bittesh Kar attended Cfa Institute, Scottish Church College, Bharatiya Vidya Bhavan's.
Who are Bittesh Kar's colleagues?
Bittesh Kar's colleagues are Nishit Agarwal, Vivian Hill, Kristin Chadwick, Todd Thompson, Dave Hazel, Shane Plumridge, Larisa Johnson.
Not the Bittesh Kar you were looking for?
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial