Siddhant Punjabi Email & Phone Number

India

Lead researcher evaluating potential investment opportunities across domains and presenting actionable recommendations and suggestions to the leadership team.Mentoring junior analysts to improve team proficiency through knowledge and skill transfer.

Regularly presenting actionable recommendations in multiple information sharing activities with fund managers, senior executives, and other internal stakeholders in order to evaluate prospective investments for the firm's clients.Creating financial models using advanced Excel tools and financial software technologies for prospective companies.Estimating the fair value of companies based on multi-pronged valuation methods.Monitoring and tracking the performance of the PMS' portfolio companies.Revising the estimates and the intrinsic value based on recent corporate developments, macro-economic trends and internal analyses.

Collaborating with senior analysts and the PMS Fund Manager to conduct extensive research on publicly traded firms.Maintaining detailed financial models and analytical reports on target companies spanning across multiple domains including Media, Insurance, Defence, Financial Services, Chemicals and Technology Enabling thought leadership by presenting my insights from analyst conferences to the leadership team on a regular basis, thereby creating new potential investment avenues.

Provide solutions and help global Pharmaceutical clients make product-launch decisions via customized research using survey data and Nielsen proprietary tools.Forecast sales volume / return on investment based on doctors' and consumers' demand pattern.Act as the main point of contact between the US based client consulting and the support team, along with being a mentor/buddy to the team members.

Played a key role in the expansion of the pharma-support team from 1 to 4 analysts.Training and development of the 3 new analysts in proprietary methodologies and models that are niche to the Pharma team.Main mentor / buddy to the new team members along with being the main point of contact between the US based client consulting team and the expanded support team.Manage team, resources, workload and conduct performance appraisals of team members.

Create reports, provide insights and forecast ballpark sales volume for base level projects.Provide support to the US analysts / managers in charge of large and complex projects, to ensure smooth and efficient delivery of client deliverables.Ensure quality and accuracy of reports is maintained and delivered within the stipulated deadline.Ensure end-client specific standards and requirements are maintained within the deliverable.

Bangalore Urban, Karnataka, India

Cleared Cfa Level 2, Finance

Bba

Activities and Societies: Student Co-ordinator for the Placement Cell for 2008-09 & 2009-10 and Head Student Co-ordinator for 2010-11

Commerce