Monika Goel Email & Phone Number

Norwegian sovereign fund with assets >$1.3trn, owning on average 1.5% of every listed company. Equity Analyst in global cross-sectoral mandate with emphasis on accounting.

Independent Equity Research Analysis

London, United Kingdom

• Analyst at Sky Zone Capital, a low-net Equity Long/Short strategy with a consumer focus and European bias. Sky Zone’s flagship strategy marries near-term significant inflection with medium-term structural advantage to.
• Independent idea generation to generate idiosyncratic returns which include critical thinking, fundamental company research (in-depth understanding of the business… Show more Analyst at Sky Zone Capital, a low-net.
• Independent idea generation to generate idiosyncratic returns which include critical thinking, fundamental company research (in-depth understanding of the business model), detailed analysis of financials and corporate.
• Continually maintaining existing positions in the book by assessing impact of macro/sector/company-specific news on the investment thesis, conducting detailed preview and analysis of periodic earnings, risk assessment.
• Preparing write-ups summarizing the detailed research work
• Working closely with the Portfolio Manager to discuss the key investment thesis, risk/reward, timing & sizing of the investment and provide recommendations after key events such as earnings, M&A announcements.

London, United Kingdom

CFRA is the global leader in forensic accounting research uncovering aggressive accounting tactics, or accounting fraud. Companies identified at risk are ‘short’ investment ideas as the Company eventually runs out of the accounting ways to mask the poor business results and report disappointing earnings results missing consensus expectations. In this role.

London

- Published credit papers summarizing independent counterparty analysis involving assessment of business risks (country risk, industry risk, peer analysis & company’s competitive advantage) and financial risks (quality of earnings & CFs, debt and liquidity profile through spread-sheet modeling of financial statements) to assign counterparty credit limits.

London, United Kingdom

- Working with various stakeholders (Market & Credit Risk Managers, Portfolio Management, Reporting, QA, FO IT and Risk IT) to accurately estimate and capitalize market risk for traded credit by implementing regulatory requirements, incorporating enhancements to bank’s VaR and specific risk engines or by additions of new products to the risk calculation.

System and Process Advisory group performed consulting and assurance/external audit work for clients in south-east Asia in a wide range of industries. These assignments involved:- Analysis and assessment of client’s financial statements to identify risks to financial misstatement & operational ineffectiveness- Evaluating and testing client’s controls in.

- Designed and developed web-based applications such as Training of New Hires system, Content-Management System and Event Management Portal for various clients on Microsoft.Net platform using C#, Visual Studio and SQL.- Advanced knowledge of Microsoft SQL, Excel, Access, ACL scripting, J2EE, Java, C# & SAP

Cfa Charterholder - Passed Exams, Financial Services

Activities and Societies: Cleared the three exams Worldwide recognized achievement in the investment profession, described by the CFA.

Bachelor, Computer Science

Activities and Societies: NUS Varsity Shot-Put player & Faculty Badminton Captain (2000-01), - Awarded 100% scholarship of around SGD180K.

A-Levels, Mathematics, Physics & Chemistry

Scored an aggregate of 91% with 97% in Mathematics, featured in national newspaper, among the top 1% students in India