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

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