Sounak Mitra Email & Phone Number

• Lead teams of 3-8 members on projects serving multi-billion-dollar manufacturers (1 project delivered) and CAT dealers (2 projects delivered). Projects involve delivering Key Performance Indicator (KPI) widgets on Tada.
• Work directly under the SVP of Strategic Operations to build business models, conduct market and competitor research, prepare executive presentations for investors, research potential client industries to close new.
• Delivered on a cross-country logistics analysis problem for a large Westcoast-based coffee retailer and provided a solution that would deliver $3.2M in cost savings
• Tada Platform: Developing a root-cause analysis and performance-improving Finance Module to provide management assistance across various levels of corporate structure
• Analyzed error-prone big data using R for predictive outcomes and supply chain inventory management for a large healthcare provider

• Led projects within one year into the company starting at the associate level

New York, United States

• Coordinate food distribution activities carried out in the neighborhood in teams of ~6 with the goal of feeding 100 families daily

• Assisted the Director of Investment Research in developing and implementing client portfolios and performed equity and other investment research, 10K analysis, and linear regression modeling of businesses
• Supported the rebalancing and trading of client portfolios towards allocation targets, heeding realized gains, using the Tamarac platform
• Helped maintain data quality in the portfolio accounting software (Tamarac), update reporting areas such as security categories and target allocations, analyze and update financial/security models, and build data.
• Assisted the investment team with creating client investment proposals, year-end analysis spreadsheets, and other investment marketing materials with the help of the Ycharts platform
• Provided research support for the firm’s pitch on potential travel surge and related opportunities in the coming decade at Southern California’s 10K Club Meeting

• Automated 'Structured Dividend Capture' Trading Strategy practiced at the firm, which includes 13F report analysis of top 100 value-based firms. Automated a significant portion of the process via Python to analyze and.
• Performed investment valuation of a Real Estate Investment Trust (REIT) stock by analyzing 183 properties spread over 40 states in its portfolio and conducting 10K report analysis
• Conducted sum-of-the-parts valuation of Naspers and its subsidiaries Prosus and Tencent and researched recent complex share exchange proposition between the prior two companies to recognize an investment opportunity
• Identified fundraising opportunities by researching potential investors, family offices, endowments, etc. in Texas, esp. Austin
• Presented at the Annual Meeting of the firm, elucidating on Philosophy’s Value to Investing (https://www.youtube.com/watch?v=_0Ydyymp-Ak&t=304s, 5:04)

Los Angeles, California, United States

• Demonstrated communication skills by attending to/receiving calls from residents and guests at the front desk
• Resolved conflicts between residents and performed other public relations related duties
• Demonstrated project management skills by performing various office tasks like sensitive data entry, filing, paperwork, etc. for 1000s of residents in a fast-paced setting
• Conducted apartment inspections to reduce hazards

Los Angeles, California, United States

• Mentored and tutored groups of 15 students in various subjects from a wide demographic aged 6 to 18
• Coordinated events and collaborated with a team to facilitate a healthy learning environment and maximize productive time utilization for students

• Created a database of their social work by using photography to document their work in various villages under their purview and wrote articles for their blog
• Organized and founded an annual exhibition to sell handicrafts made by special needs individuals to raise funds for Sanchar. This exhibition continues to raise more money with each passing year
• Awarded by Sanchar for contributions made to the NGO and its cause

Master'S Degree, Bioethics

• Final Thesis – In Defense of Predation • Attended Internal Review Board meeting of Stanford Medical School discussing the most ethically.

Bachelor'S Degree, Economics

Activities and Societies: 1) Community Representative – Floor Government at UCLA Residential Life Deliberated and voted on community.

High School Diploma

• Awarded Principal's Award 'Samman' for distinguished performance in scholastic as well as extra-curricular activities • Indian.