Harsh Arora, Mba, M.Sc. Finance Email & Phone Number

Delta, BC, CA

Vancouver, British Columbia, Canada

Vancouver, Canada Area

• A private entity with presence in Finance, Real Estate and the Mining sector in Canada and abroad. The firm invests and manages proprietary funds seeking long term capital growth. Covered diverse asset classes.
• Analysed financial statements and prepared reports on industry and company citing investment thesis and associated risk factors to assist senior management in merger and acquisition deals, and other investments in.
• Tracked and analysed macro developments, in order to assess their impact on multiple asset classes and formulate investment strategies accordingly. Correctly estimated the interest rates movement in U.S and Canada.
• Independently developed and executed equity investment strategies for U.S. and Canadian markets. Model portfolio generated an excess return of 5% over S&P TSX.
• Created and maintained financial models to value the company, using DCF, Residual Income and comparable company approach, based on information from multiple sources including regulatory filings, earnings call and others.
• Monitored risk and return performance on a global balanced portfolio. Devised a hedging strategy for managing currency and geographical exposure resulting in higher risk adjusted returns.

Vancouver, Canada Area

SIAS is Canada’s largest student-run endowment fund valued over $15 million. Four successive quarters of positive active returns (Q4’10 – 81bps, Q1’11 – 39bps, Q2’11 – 69bps, Q3’11 – 66bps)- Contributed to overall returns of the portfolio by leading and helping team members to monitor existing positions and evaluate new opportunities. Top performers – ENB.

New Delhi Area, India

• The financial arm of Escorts Group (a conglomerate), Escorts Securities provides brokerage, asset management & portfolio management services.Covered Indian equities
• Developed investment strategies and picked stocks based on fundamental and technical analysis generating an excess return of 15% over the benchmark. Top Performers – IDBI, DABUR
• Generated an additional income by selling “options” on the stocks held in the portfolio leading to an added yield of about 2% - 3% per annum, over and above capital gains and the dividend yield.
• Improved efficiency of day-to-day operations and portfolio monitoring by improvising the process for calculating, tracking and reporting portfolio performance.
• Administered departmental operations including daily trade executions & confirmations, compliance and submission of related reports.

New Delhi Area, India

• International College of Financial Planning (ICoFP) offers financial services education, and is promoted by Bajaj Capital Group. ICoFP is affiliated to Mysore University. Bajaj Capital is India’s one of the oldest and.
• Taught “Security Analysis and Portfolio Management” at graduate level by sharing industry experience in the classroom to help students transition smoothly from academics to industry.
• Designed and developed a study material on “Equity Research Report Writing” which was later inducted in the curriculum.

New Delhi Area, India

• Indus Business Academy (IBA) was established by a group of IIT- IIM educated professionals. IBA is approved by All India Council for Technical Education, Government of India. It offers program of Post Graduate Diploma.
• Taught “Security Analysis and Portfolio Management” to graduate students by sharing industry experience in the classroom to help students transition smoothly from academics to industry.
• Delivered a guest lecture on “Stock Market Crash -2008”.

New Delhi Area, India

• A private sector mutual fund offering investment solutions to all categories of investors with equity and debt based products.Covered Indian equities
• Contributed to fund’s return by pitching stocks to the fund manager based on qualitative and quantitative analysis, resulting in excess return of 15% over the benchmark. Top Performers – VOLTAS, POWERGRID, ASIANPAINT
• Created and maintained financial models so as to estimate future earnings, based on information from various sources, including but not limited to, regulatory filings, earnings call, analyst meets and management.
• Spearheaded report writing process by drafting and implementing new format of equity research reports, thus improving reports to provide relevant and detailed insights to targeted readers.
• Also acted as an assistant dealer to execute and reconcile daily trades in a mutual fund.

New Delhi Area, India

• A Knowledge Process Outsourcing (KPO) company offering research, analysis and advisory services in the areas of finance, marketing and intellectual property. The Company is present in America, Asia and Europe.
• Assisted a U.S.A. based investment bank in their merger and acquisition deals by creating pitch books and company profiles to be presented to the client.
• Calculated and analyzed comparable transaction multiples for merger and acquisition deal under study.

New Delhi Area, India

• The off-shore operations and research arm of ASP Service LLC, providing research, advisory and investment banking services in U.S.A and Europe.Covered US equities
• Created and maintained financial models to estimate future earnings, based on information from various sources including but not limited to regulatory filings, earnings call, analyst meets and management presentation.
• Wrote comprehensive equity research reports on entities based in the U.S.A.; including small cap companies in technology and financial sector. Top performers – FFG

New Delhi Area, India

• A new generation bank owned by the government of India, offering personalized banking and financial solutions to retail and corporate banking clients.
• Contributed to the bank’s revenue growth by developing solid business relationships with new and existing clients, and by promoting and selling products offered by the bank.
• Handled detailed documentation to process loan applications ensuring strong attention to details and efficient processing.

Passed Cfa Level -2, Investments

Chartered Market Technician (Cmt), Technical Analysis, Passed Level 2

M.Sc. Finance, Risk Management

Activities and Societies: Sector Head - Energy - SIAS Fund.

Master Of Business Administration (Mba), Finance & International Business

Activities and Societies: Placement Commitee Member of the Institute

Bachelor Of Science (B.Sc.), Physics, Chemistry & Maths