Assistant Manager
Mumbai Area, India
Worked as an Assistant Manager for the PE Fund in KSA, a buy side client based in SA & US and VC fund in Singapore. Worked on 6 PE and VC deals of ticket size ranging from USD 1mln to USD 600mln, 3 of which is already closed. Supporting PE and VC clients in deal sourcing, industry analysis, macroeconomic research and niche sector research. Handling end to end PE deal requisites by making and anlaysing Information Memorandum (IM), Pitch Books, Investment Committee presentations,… Show more Worked as an Assistant Manager for the PE Fund in KSA, a buy side client based in SA & US and VC fund in Singapore. Worked on 6 PE and VC deals of ticket size ranging from USD 1mln to USD 600mln, 3 of which is already closed. Supporting PE and VC clients in deal sourcing, industry analysis, macroeconomic research and niche sector research. Handling end to end PE deal requisites by making and anlaysing Information Memorandum (IM), Pitch Books, Investment Committee presentations, Teasers, Valuation Models, due diligence reports and deal structuring. Constructing complex equity models by using discounted cash flow (DCF), comparable companies and transactions, for the companies in different sectors to generate the valuations and perform scenario analysis on it. Making an in depth study of the company, looking at the various parameters such as management, product, theme, company forecasts, peer analysis, earnings and valuations. Creating industry snapshot reports, specifying various pain points through primary and secondary research. Analysing various equity portfolios in terms of stock selection, execution, sector analysis, risk management, portfolio weights and report generation. Handling the team of 5 by constantly training them for developing various financial models, excel screeners for stock selection and analysing the data for various companies and valuation methodologies. Reviewing and analysing company earnings update and making a commentary by giving the views on the data released. Analysing various global indices performances such as MSCI World index, Dow Jones, Johannesburg All Share index, Nikkei, FTSE, vis-à-vis the portfolio performance of the client. Rating the stocks on various parameters by giving them the score and analysing the performance compare to its sector. Using various data analysing tools and automating the systems for easy execution and understanding of the data. Show less