Jayesh Sugand, Cfa Email & Phone Number

Manchester, England, United Kingdom

Placefirst is an award winning and experienced build-to-rent developer with a growing portfolio of over 1,500 homes throughout the UK.Following are my main responsibilities:- Deal Origination: Lead market research and identify new investment opportunities by utilising macroeconomic anddemographic data, rental yield, and private market statistics.Work cross functionally with the development team to write bid proposals, investment due diligence, and market report for board approval. - Asset Management: Conduct quarterly demand-supply and rental growth analysis of a £300mn residential portfolio. Formulate asset improvement strategy to maximise cash flow and reduce void period of 1500+ properties.Monitor and report asset performance to senior management by utilising key performance indicators such as average days to let, void days, and gross to net income.Work with the management to support growth and implement business plan for existing and future investments.- ESG & Corporate Sustainability: Develop ESG (Environmental, Social, and Governance) commitments for the firm and independently manage key sustainability projects such as Global Real estate Benchmark (GRESB) reporting, carbon footprint calculation and net zero roadmap.Support and take lead in ad hoc business projects.

Manchester, England, United Kingdom

- Managed a firm wide project to implement an integrated property management tool Yardi across all functions of the business. - Prepare project update presentations and present to the steering committee - Process mapping and improvements across all departments

Oxford, England, United Kingdom

Gobeyond Partners is a management consulting firm built on 20 years of experience with expertise in business and digital transformation. The company partners with its clients to solve complex customer journey challenges by combining deep sector expertise with an award winning approach to client service and value.During my internship, I helped the company evolve its well-established B2C customer journey approach for the B2B world with a specific focus on asset management companies.Following were my main responsibilities during the eight weeks internship:- Conducted extensive research on customer experience management (CEM) in B2B context and identified critical elements necessary to design seamless customer journeys in the B2B world.- Scheduled interviews secured by cold calling and emailing industry experts, investment consultants, and pension fund trustees to understand pain points and improvement opportunities for asset management companies (AMCs).- Developed a comprehensive B2B CX framework and presented key insights to Managing consultants and Directors.

Manchester Area, United Kingdom

NorthEdge is a leading lower mid-market private equity firm in the north and midlands with £900mn AUM.Worked as a team of 5 on a live MBA project that involved working closely with the deal origination Director to identify investment opportunities in technology and healthcare sectors.- Used a hybrid (top-down + bottom-up) research approach to conduct an in-depth sub-industry analysis and endorsed 20+ investment opportunities based on defined criteria and financial due diligence.- Reached out to healthcare and InsurTech industry experts and practitioners and scheduled interviews to understand market outlook, potential regulatory changes, and presented key insights to the deal origination Director.- Produced mapping of key industry segments and presented macro trends and key drivers for each sector.- Presented SWOT analysis of 20+ companies and valuation of top 5 investments using discounted cash flow model.

Mumbai, Maharashtra, India

- Collaborated with the Investment Banking, trading team, and foreign institutional clients to execute primary market transactions with offer size ranging £105M – £1300M.- Worked on high-impact process transformation projects and produced firm-wide cost saving of £200k annually by successfully implementing strategies for the re-architecture of an electronic trade matching application into a unified trade confirmation platform across products and confirmation types.- Performed real-time risk management of equity and FX derivative transactions by monitoring position limits and margin utilisation to prevent breach in securities trading.

Mumbai, Maharashtra, India

- Independently managed post-trade life cycle operation of equity transactions that involved trade booking and confirmation, matching, and timely settlement.- Performed cash flow modelling and accurately projected daily revenue figures based on settlement obligations, brokerage, and mark-to-market profit. Worked closely with the treasury team to identify most suitable investment avenues for investing excess funds.- One point contact for institutional client onboarding requests and spearheaded coordination between Sales, KYC, and trading teams to fulfil mandatory set-up pre-requisites.

Mumbai, Maharashtra, India

- Identified task improvement opportunities and achieved time-saving of over 2 hrs/day by automating regional reports that enabled real-time flow of essential post-trade data from multi-locational trading systems.- Reconciled company’s trial balance worksheet with bank accounts feeding back accounting adjustment entries into ledger to resolve cash flows and P&L breaks.- Enforced operational guidelines for foreign portfolio investors by independently preparing, verifying and submitting risk-based categorisation file for over 2500 foreign client accounts to the stock exchanges.

Mumbai, Maharashtra, India

- Garnered a comprehensive understanding of complex trading algorithms by working on the electronic trading desk.- Successfully tested client orders using algorithms after setting up the client for trading.- Analysed and generated end of day trade execution reports and sent them to clients and middle office teams for further processing.

Master Of Business Administration - Mba

Alliance MBS is one of the world's leading business schools with six global hubs. The school is ranked 30th in the world, 4th in the UK.

Cfa, Finance

Bachelor Of Management Studies, Finance, General, A