Jeriel Endigeri Email & Phone Number

India

Mumbai Area, India

Mumbai Area, India

• Reviewing repayment capacity of corporate customers with the help of audited financial statements, management accounts and forecast/budgets and using sensitivity analysis and challenging key assumptions.• Analyzing credit information in order to determine risk involved in lending money to customers• Writing detailed credit reports after thorough analysis of business, company and industry specific factors • Compare items such as liquidity, profitability, credit history with other… Show more • Reviewing repayment capacity of corporate customers with the help of audited financial statements, management accounts and forecast/budgets and using sensitivity analysis and challenging key assumptions.• Analyzing credit information in order to determine risk involved in lending money to customers• Writing detailed credit reports after thorough analysis of business, company and industry specific factors • Compare items such as liquidity, profitability, credit history with other companies of same industry, size and geographic location• Major focus of corporate operating in retail, real estate, hospitality, healthcare and leisure sectors Show less

Mumbai Area, India

• Underwriting Bank Loan rating proposals for various mid corporate sectors, this includes assessment of various risks involved and financial statement analysis.• Meeting the management of company to be rated, banker and auditors and understanding their business model and various strategies to mitigate various industry, business, liquidity and related risks.• Collating various risks involved in a case after rigorous analysis on the industry, past performance of the company, peers… Show more • Underwriting Bank Loan rating proposals for various mid corporate sectors, this includes assessment of various risks involved and financial statement analysis.• Meeting the management of company to be rated, banker and auditors and understanding their business model and various strategies to mitigate various industry, business, liquidity and related risks.• Collating various risks involved in a case after rigorous analysis on the industry, past performance of the company, peers performance and then sensitizing the future shape of the company.• Preparation of a detailed report of client based on evaluation of the credits and its risk profile, covering key drivers, fundamental strength/ weaknesses, market position, peer comparison and financial performance.• Presenting the case to the ratings committee with recommendation thereto. Show less

Mumbai Area, India

• Financial Modeling for projections and valuation, Key cost analysis, Data collection.• Determining the peer comparable companies.• Assist in preparing Information Memorandum, Placement Documents and Investor Presentations.

Commodity Research Analysis was carried out independently. Reading & interpreting research reports issued by the company was done on a daily basis.Working on ODIN by putting in trade orders which also involved maintaining the target price, stop loss, validity of the order. Managed several client accounts as a dealer. Reading commodity movements on the graph and predicting expected movements in future was one of the foremost parts of the work. Work involved pitching… Show more Commodity Research Analysis was carried out independently. Reading & interpreting research reports issued by the company was done on a daily basis.Working on ODIN by putting in trade orders which also involved maintaining the target price, stop loss, validity of the order. Managed several client accounts as a dealer. Reading commodity movements on the graph and predicting expected movements in future was one of the foremost parts of the work. Work involved pitching potential clients into trading in derivatives & on field visit to complete the documentation process. Show less

Cfa Level 3 Candidate, Finance, General

Investment Analysis & Portfolio Management - Ncfm, Investments And Securities, 82%

Bachelor'S Degree, Commerce

Hsc, Commerce

High School

Cleared - Chartered Financial Analyst - Level 1 Exam.

Education record