Senior Investment Advisor
Key Result Areas: • Collaborated directly with the CEO & with the Vice President, PMS in researching & developing excel based financial models & tools, and build strategies in support of both existing & new investment efforts in the multi-asset portfolios • Synthesized large amounts of complex information into meaningful analysis to develop Interactive Dashboards/ Reports and delivering presentations on conclusions gained there upon• Participated in analyst meets & conference calls and wrote quarterly updates for circulation among HNI clients• Created Portfolio analysis and performance tracker sheets, Quarterly estimates Hit’s-and-Misses files and overall periodic risk/ return reports • Prepared comprehensive thoroughly researched Thematic/ Economic reports on recent events e.g. Monetary Policy/ Budget/ Election year impact on stocksHighlights:• Built end-to-end complex financial models for ~40 portfolio stocks under company’s coverage. Also, assisted in automizing the process to derive a fully concluded financial model with valuation of any stock at a click of a button by integrating the models with financial databases (Capitaline/Bloomberg)