Sim Bachal, Mba, Cfa®, Cfp® Email & Phone Number

Santa Ana, Ca, Us

Hurst, Texas, Us

New York, Ny, Us

Solve strategic problems for institutional clients.• Studying and implementing a plan to change the front office platforms used to trade and manageequity, fixed income, and compliance at a large investment management client.

Value commercial real estate in the western United States for institutional clients, banks, and high net worth individuals. • Created top quality commercial real estate appraisal reports of retail, office, industrial, and multifamily properties for institutional clients, using MS Excel, MS Word, and Argus.

Diamond Bar, California, Us

Analyze business processes, integrate multiple software systems, and resolve production issues by interacting with cross-functional teams.• Identified and removed bottlenecks in the receiving, manufacturing and shipping process by redesigning and implementing modified business process workflows.

Santa Ana, Ca, Us

Support the principals to perform research and due diligence on potential targets by using CapIQ, Pacer and Bloomberg. Created financial models to value fixed income securities. • Created pitch books using MS PowerPoint that senior management presented to potential clients to solicit business. • Helped improve economic performance of distressed companies by identifying their challenges, providing them with strategies to navigate those challenges, and implementing change.

Responsible for back testing returns for a long/short hedge fund by analyzing data over a 16 year period and performing market research and developing financial models to support the initiation of two private equity deals.• Utilized the Bloomberg terminal to complete a back test analysis of proposed trading strategy that yielded a 5.5% annual higher return than the Russell 2000 over a period of 16 years.• Collaborated with the cofounders to develop a pitch book. Identified and networked with potential clients to collect capital for the flagship hedge fund and for the private equity deals.

Bangalore, Karnataka, In

Designed and developed mappings using ETL tools such as Informatica and Datastage for bulge bracket investment banks and insurance companies, including Morgan Stanley (New York) and Aviva (Ireland). Developed data warehouses using SQL and DB2 for these clients for reporting purposes. • Drove process improvements and efficiencies by persuading the project manager through a business case to automate a critical process that led to a 20% reduction in processing time. • Conducted training sessions for more than 15 new recruits to provide business knowledge about functional (Securities and Insurance) as well as technical (Informatica and Datastage) domains.• Built camaraderie through monitoring and optimizing performance of 8 software engineers using Excel models and devising a task allocation plan according to individual metrics.• Developed strong relationships with managers and developers across multiple groups and sites by managing cross-functional teams to monitor accuracy of critical data pertaining to analyst performance and portfolio management at Morgan Stanley.

Master Of Business Administration, Finance And Real Estate

Bachelor Of Technology, Electronics And Communications Engineering

Education record