Harshil Javeri Email & Phone Number

California, United States

San Francisco Bay Area

San Francisco Bay Area

Greater Los Angeles Area

Outright/Long Only-Convertible Strategy•Performed in-depth fundamental and relative value analysis across the convertible universe to add alpha through security valuations for both benchmarked and total return strategies•Involved in all aspects of portfolio management including compliance, modeling, investment return analysis for performance and convertible security selection.•Identified macroeconomic trends and financial conditions to recognize impact on investment outlook •Analyzed financial statements of underlying equities to evaluate liquidity, solvency, profitability, and free cash flow•Partnered with marketing department to prepare reports, proposals, and executive presentations •Built models to assess theoretical delta, credit metrics, and convexity to evaluate convertible bond structures to determine optimal investment points for buy and sell recommendations •Discussed and clarified portfolio positions and economic trends to institutional clients during conference calls under the guidance of portfolio managers•Evaluated companies with unrated convertible securities to assign implied ratings to their respective bonds by applying a range of credit metrics to provide a better understanding of risk•Assessed new convertible securities Term Sheets and Indentures by reviewing, restricted payment capacity, debt capacity, and financial covenants. First Trust SSI-Strategic Convertible Securities-Actively Managed ETF (FCVT)•Conducted trade spread analysis to evaluate the impact of creation and redemption units on performance•Responsible for comparison analytics of ETF and mutual funds to assess competitor position relative to FCVT•Collaborated with First Trust and provided them with essential analytics to reflect investment strategy

Greater Los Angeles Area

•Worked to build strong relationships with clients and vendors to foster trust and partnerships•Applied an analytical approach to support strategic decision making, with a focus on capital allocation decisions, headcount growth, and long-term financial planning•Reformed business strategy from wholesale “loose diamonds” to a service based business by expanding sales of goods to a wider target market to include “diamond setters” •Identified the opportunity to increased short term cash flow by selling to setters on a net-30-day credit line•Developed metrics to evaluate demand and industry wide trends for a variety of “loose diamond parcels” to optimize and restructure future parcels •Negotiated with vendors and succeed in increasing net payment plans from net-90 to net-120 plus days•Performed ad-hoc analysis to support business initiatives such as increasing inventory efficiencies•Developed and maintained operational processes to optimize efficiencies through the firm core business functions of sales, assorting, and billing•Built and maintained models for forecasting long term and short term trends to project revenue and inventory growth