Sameer Kalra Email & Phone Number

Gurugram, Haryana, India

- Leading post M&A Transition for Brookfield India's Commercial Real Estate arm- Part of Strategy /FP&A team managing 52 million square feet across gateway cities in India- Part of the core team responsible for REIT IPO (ticker: BIRET)

New Delhi Area, India

- Responsible for Strategic Investments in listed and un-listed companies across the industries- Executed INR 2.4 Bn deal with Koovs and INR 1.5 bn deal with Snapdeal- Executed INR 1.5 Bn of Real Estate transactions with leading RE Developers of India

New Delhi Area, India

Overall responsibilities at RFC include:- Equity Investment from proprietary book - Setting up the NBFC business- Business Development for deployment of capital through NBFC book/ Equity book- Structuring, negotiating and closing the deal- Assisting in fund raising activities to enhance the NBFC book size

SBI CAP is a wholly owned subsidiary of State Bank of India (a Fortune 500 company) and India's leading Investment Bank and Project Advisor. SBI CAP mobilized capital of more than USD 40 Billion in FY2014. Overall Responsibilities include: - Performing Due diligence, Financial Analysis, and Valuation Analysis - Arranging Private Equity and providing Buy / Sell side Mergers & Acquisition advisory - Preparing comprehensive Financial Model, Valuation/Advisory Reports… Show more SBI CAP is a wholly owned subsidiary of State Bank of India (a Fortune 500 company) and India's leading Investment Bank and Project Advisor. SBI CAP mobilized capital of more than USD 40 Billion in FY2014. Overall Responsibilities include: - Performing Due diligence, Financial Analysis, and Valuation Analysis - Arranging Private Equity and providing Buy / Sell side Mergers & Acquisition advisory - Preparing comprehensive Financial Model, Valuation/Advisory Reports, Term Sheets and Investor pitches - Assisting in Deal Closure i.e. drafting the deal documents and assist the client in signing of the Documents/Agreements Show less

Impaneled tutor with SimpliLearn for Financial Analysis and Financial Modeling (MS Excel-VBA) courses.

Impaneled tutor with ICICI Direct for CFA, USA courses.

Visiting Faculty with Financial Corridor, Delhi for CFA Level -1 and Level-2

Visiting Faculty for CFA Level1 and Financial Modeling.

1) Worked with Non Conventional Energy (Solar) Team. Role involved:- Interact with top management of client for Business Development- Investment advisory 2) Worked on City Gas Distribution projects for both Private clients and Govt. clients. Role involved:- Demand assessment- Financial analysis and Feasibility study - Bid advisory

Received Pre-Placement Interview (PPI) offer based on performance during internship. Following are the goals achieved during internship at GE:• Designed and developed an asset register which dynamically calculates depreciation and gross value of assets, resulting in a saving of 400 man-hours annually• Single point of contact with more than 50 entities at GE to assist in smooth statutory audit• Reconciled the TDS accounts and collected TDS certificates worth more than Rs. 2.6… Show more Received Pre-Placement Interview (PPI) offer based on performance during internship. Following are the goals achieved during internship at GE:• Designed and developed an asset register which dynamically calculates depreciation and gross value of assets, resulting in a saving of 400 man-hours annually• Single point of contact with more than 50 entities at GE to assist in smooth statutory audit• Reconciled the TDS accounts and collected TDS certificates worth more than Rs. 2.6 crores, exceeding target by 30%• Conducted knowledge transfer session on VBA & Excel, attended by 50+ attendees, to enhance employees’ skill set• Developed and implemented MIS to handle accounts of training division which will save 200 man-hours annually Show less

Koine assists companies to tap investment opportunities in the industrialization, development and growth of India• Performed primary research and analysis for the project “Managing Risk and Securing Payments in Exports”, a joint initiative of the Ministry of Commerce and Industry, GoI, DFID of UK and UN’s UNCTAD• Performed Statistical Analysis of 36 SMEs data and analyzed risk and security issues involved in payment terms• Awarded a certificate with excellent grading by the top… Show more Koine assists companies to tap investment opportunities in the industrialization, development and growth of India• Performed primary research and analysis for the project “Managing Risk and Securing Payments in Exports”, a joint initiative of the Ministry of Commerce and Industry, GoI, DFID of UK and UN’s UNCTAD• Performed Statistical Analysis of 36 SMEs data and analyzed risk and security issues involved in payment terms• Awarded a certificate with excellent grading by the top management of Koine Show less

Koine assists companies to tap investment opportunities in the industrialization, development and growth of India Performed primary research and analysis for the project "Managing Risk and Securing Payments in Exports", a joint initiative of the Ministry of Commerce and Industry, GoI, DFID of UK and UN's UNCTAD Awarded a certificate with excellent grading by the top management of KoineAcademic Projects Valuation, Mergers & Acquisitions: Performed… Show more Koine assists companies to tap investment opportunities in the industrialization, development and growth of India Performed primary research and analysis for the project "Managing Risk and Securing Payments in Exports", a joint initiative of the Ministry of Commerce and Industry, GoI, DFID of UK and UN's UNCTAD Awarded a certificate with excellent grading by the top management of KoineAcademic Projects Valuation, Mergers & Acquisitions: Performed equity valuation of a publicly listed company Security Analysis and Portfolio Mgt: Designed a portfolio to optimize the risk-return profile using Sharpe's model Show less

Completed training in Open Systems and Database Management and was among the top 5 performers during technical training (CGPA of 4.95 out of 5).Developed three tier banking application with Oracle as database and Visual Basics as front-end, C++ as the linking language.

Master Of Business Administration - Mba, Finance

Activities and Societies: Member of PR Team 2008, at SJMSOM, IIT Bombay; Maintenance Secretary: Administered a budget of Rs. 500,000.

B.E., Mechanical

Cfa, Portfolio Management, Financial Reporting, Equity Valuation, Alternative Investments, Derivatives

Cleared all three levels of the CFA Program in first attempt. Application under consideration with CFA Institute.

Certification, Financial Accounting

Education record