Sougata Basu Email & Phone Number

Mumbai, Maharashtra, IN

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Mumbai, Maharashtra, IN

• Managed Treasury operations, including cash management, investments, foreign exchange management, hedging, risk management, hedge accounting and compliance. The total asset under management (AUM) was around USD 2.
• Managed the retrial fund investments, i.e. Provident Fund, Gratuity, Superannuation and Employees’ Pension Fund for Tata Steel
• Have experience in fixed income and equity portfolio management
• Possess a good understanding of various investment products including mutual funds, structured products and alternative investments
• Have partnered with Accounting and FP&A in the cash forecast process
• Ran the Cash Flow at Risk (CFAR) Model for analytical decision-making

Mumbai, Maharashtra, IN

• Responsible for reviewing and recommending changes to investments policies as necessary, based on business outlook and market conditions
• Managed daily cash flow and the execution of investment strategies, including all the aspects of in-house investment portfolios as well as monitored and reported investment results
• Ensured the deployment of surplus funds and adequately planned for shortfall/deficit funds on daily basis and ensured budgeting, proper accounting and internal controls
• Analysed financial data and capital market developments to create, run and maintain treasury programmes and initiatives
• Verified, validated and updated the various financial models for investments in JVs, subsidiaries, etc.
• Supported the implementation of a Global Treasury Management System for efficient global cash management, effective controls and real-time reporting

Mumbai, Maharashtra, IN

• Received training on the global best practices in Investor Relations and Financial Communications from MZ Group, a world leader in Investor Relations Consulting
• Worked with senior management to raise capital by participating in roadshows and interacting with investors, brokers, analysts and the media. Participated in the FPO roadshows in January 2011 to raise ~ USD 760 million.
• Proactively gathered, assimilated and highlighted the key market/investor sentiments to the senior management including the Group CFO and suggested relevant actions
• Represented Tata Steel at various national/international-level investor conferences and interacted with major global investors
• Tracked and analysed global competitors to suggest strategic inputs for decision making
• Analysed shareholder movement, including that of FIIs and Mutual Funds, and anticipated the impact of these changes

Zurich, CH

• Worked with the Regional Consulting team of UBS Wealth Management at Boston (an in-house Portfolio Strategy Consulting group that works with financial advisors to manage portfolios of ultra-high-net-worth clients)
• The role involved understanding the investment strategies of different asset managers and choosing the best products to suit clients' needs

Boston, MA, US

• Worked as a Research Assistant for Prof. Iain Cockburn, Professor at Boston University School of Management

Boston, US

• Boston Financial & Equity Corporation is a venture debt firm and specializes in equipment leasing worth $1 million to $6 million
• Studied the business plans of various startup companies and developed financial models to analyze credit risk

IN

• Started a forum for finance students and professionals in India
• This forum helps students prepare for finance exams and gather relevant information related to professional certifications such as CFA and FRM

US

• Ardour Capital Investments, LLC is an investment bank focusing on alternate energy and cleantech companies.
• Was involved in equity research and valuation of various cleantech companies
• Wrote research reports and attended quarterly conference calls
• Developed financial models for valuation using discounted cash flow and comparable company analysis

Mumbai, Maharashtra, IN

• Led 60 employees to implement Daily Management (Quality Control) tools and trained them on Safe Working Procedures including Positive Isolation
• Analyzed process parameters using Statistica and MS-Excel modeling to reduce electrical delays which increased production by 8%
• Developed Description of Total Quality Management Practices (DTQMP) for Deming Challenge, a prestigious award in Quality
• Implemented Total Productive Maintenance (TPM) to decrease customer complaints and increase delivery compliance to 100%
• Initiated SAP PM implementation to develop an effective resource management system
• Led the planning and budgeting of a re-heating furnace project

Mumbai, Maharashtra, IN

• Successfully completed a project to design an instrument to measure bulk density of stamped coal cake
• Received Tata Steel Scholarship and job offer directly from the Vice President, Tata Steel

Ms.Mba, Finance

Bachelor Of Engineering (B.E.), Electrical & Electronics

Isc, Science

Education record