Smita P. Email & Phone Number

Mumbai, Maharashtra, India

Worked in the fixed income space with a US based bulge bracket investment bank across banking and insurance industry. Gained in-depth understanding of Investment grade and high-yield bonds valuations Developed detailed financial models, performed detailed analysis of financial statements, projections of relevant ratios to gauge banks and insurance companies' performances Analysed capital structure and debt requirements based on seniority and maturity of claims, reviewed covenants and peer comparisons to value the fixed income securities Contributed extensively to writing reports, thematic pieces and earning notes, coverage reports, sector reports and newsletters Provided training and mentored and supervised new joiners in the team Drove automation of regular tasks like quarterly update of models, monthly report publications etc.

Mumbai, Maharashtra, India

Position of Responsibilities Delivered investment strategy reports that included detailed analysis of macroeconomic influences on capital markets and investment product suggestions like mutual funds, real estate, equities, fixed income securities, private equity, structured products to help clients manage and maintain their financial situation Supported sales team in sales pitch meetings through proposals on investment portfolios for HNI clients with respect to profiling products, ascertaining suitability of investment products to clients, suggesting customized portfolios, tracking products performance and portfolio rebalancing. Gained in-depth understanding of investment products Structured MIS reporting to track and analyse AUM and revenue tracking/reporting; and leveraged the results to develop strategies for further penetration into client’s pockets. Assessed competitors’ strategy to help the company make necessary changes in their value delivery mechanisms Designed and led the IT implementation and publishing of “Investment Planner Report”. The report was tailored to HNI client’s unique financial circumstances and had illustrations of possible actions to improve investment decisions, and could be generated on a click of button, thus automating the entire wealth portfolio management process. The report was widely accepted in the industry Collaborated with the marketing team and led the designing of “Investment Advisory & Family Office” brochures and pitch books Managed audits; defined process-oriented architecture and documented “Process Approval Committee” rules, thereby streamlining operations of regular tracking, update, collation and dissemination of client portfolio to and from various cross functional teams

New Delhi Area, India

Position of Responsibilities:Requirement gathering, analysis and documentation, business support and software developmentAchievement Highlights:BGS had been exploring possibilities of integrating contact less smart cards in their product portfolio. In line with this strategy ,I attended three day products training, conducted by NXP India in Delhi, so as to develop understanding of the NFC technology. I had written an evaluation report at the conclusion of this training with structured dissemination of information to other team members of BGS. The evaluation report was well received within BGS and formed a part of BGS Knowledge portal

Pune, Maharashtra, India

Position of Responsibilities:Interacting and coordinating with the client for requirements gathering, creating requirement analysis documents and disseminating the information among the team members.Gathered in-depth understanding of US healhcare domain- Payers space . Understanding of HMOs, PPO, Providers , Electronic databases, HIPAA laws and the Client Product -"FACETS" , a very acclaimed product in US healthcare payer space.Taking training sessions for the new entrants into the project on the working of US Healthcare business process, product and the technology used.Created drafts , strategizing for the project's Centre of Excellence.Software development in .Net, ado.Net and Visual Basic.Achievement Highlights:Successfully implemented ‘Healthcare University’ for US Health Care Vertical Awarded by Syntel Inc in the category of “Value Awards of the Year –Smart Employee”Certificate of recognition from TriZetto Inc.USA (Client) for being the most contributing member in the training conducted on their product

Executive Education, Digital Transformation

Business Strategy

Master Of Business Administration - Mba, 8.6/10

Received scholarship in all semesters

Bachelor Of Technology - Btech, Electronics And Communications, Honours

Cfa Level Ii