Sumit Bhalla

Sumit Bhalla Email and Phone Number

Director - Mercer Investments Consulting @ Mercer
new york, new york, united states
Sumit Bhalla's Location
Gurgaon, Haryana, India, India
Sumit Bhalla's Contact Details

Sumit Bhalla personal email

About Sumit Bhalla

Skilled investment professional with extensive 17+ years of experience in Investment ResearchGood experience in managing diverse investment research projects for various clients including Investment Banks, Fixed Income Research , Asset Management, Hedge Funds and Private Equity FirmsSolid understanding in Financial Due diligence, Report Writing, Financial Modelling, Capital Structure Analysis, Private Equity and Performance measurement of Investment StrategiesSector knowledge of Banking, Retail, Telecommunication and AirlinesStrong leadership, communication, interpersonal, management and analytical skillsCurrently Service Delivery Lead of a large team for North America Consulting team Exposure in handling clients from multiple geographies - U.S., U.K. and Asia PacificHaving Lean mindset and Green Belt CertifiedAREAS OF EXPERTISEFinancial Due Diligence |Financial Modelling |M&A| Business Valuation |Fixed Income Research | Performance Measurement |Performance Attribution |Private Equity |Project Management| Team Management | Client Management | Transition | Transformation I Innovation I Process Improvements

Sumit Bhalla's Current Company Details
Mercer

Mercer

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Director - Mercer Investments Consulting
new york, new york, united states
Website:
mercer.com
Employees:
22255
Sumit Bhalla Work Experience Details
  • Mercer
    Director
    Mercer Dec 2022 - Present
    Gurugram, Haryana, India
    Performance evaluation of Mutual Fund Strategies including analysis of risk and return ratio, performance calculation and reconciliation Analyzing the performance of mutual fund with its benchmark and peer group, Asset Allocation and Attribution AnalysisPrivate Equity Valuation Report to analyze the investment and return, covering analysis on Capital Call, Distribution, NAV, IRR, Unfunded analysis and NAV reconciliation for Private Equity FundsService lead for Performance Reporting and Private Equity Operations for US regionDesign and implement Service Level Agreements with Internal & External teamsReviews quality of deliverables and ensure the delivery as per SLA and KPIIdentifies, develops and implements best practices in projectsWork with other support functions in managing critical metrics including employee engagement, attrition, talent development, performance appraisal and complianceTransition of new project, MIS, capacity planning and project managementPreparing business reviews, KPI, dashboards for clients and senior leadership Identify and formalize business case for potential transformation and process improvement initiativesLeading and coaching team to attain business objectiveCoordinating across business function HR, IT, admin and compliance for seamless delivery
  • Mercer
    Associate Director
    Mercer Aug 2019 - Nov 2022
    Gurgaon, India
  • Mercer
    Senior Manager
    Mercer Apr 2015 - Jul 2019
    Gurgaon, India
  • Wns Global Services
    Manager
    Wns Global Services Mar 2011 - Mar 2015
    Financial Due Diligence, prepared detailed financial models covering key operating metrics, detailed capital structure analysis, liquidity analysis ,normalizing earnings and Off Balance sheet adjustment Discounted Cash Flow (DCF) modelling Writing detail Research Report by undertaking deep-dive due diligence of the business - financial trends & forecasts, organizational & debt structure, governance, management, liquidity & maturity profile Analysis of Private Equity clients including, key metrics, Capital Call, Distribution, IRR, MOIC, etc.Led a team of 10 Investment Research Analyst
  • Acuity Knowledge Partners
    Senior Associate
    Acuity Knowledge Partners Apr 2006 - Oct 2010
    Evaluated financial performance of companies across different sectors Build detailed financial models to ascertain if the company is able to meet its debt obligations and financial covenantsWriting credit research report on financial performance , Capital Structure Analysis, Off balance sheet analysis, RefinancingPerformed company valuations utilizing Comparable Companies Analysis, Precedent Transaction Analysis, Company profiles and Discounted Cash Flow (DCF)
  • Nuwave Esolutions Pvt. Ltd.
    Financial Analyst
    Nuwave Esolutions Pvt. Ltd. May 2005 - Mar 2006
    New Delhi Area, India
    Analyzing and Preparation of Mutual Fund’s Research Reports Prepare comparative sheets of Shareholder’s Fees and Funds Operating Expenses Gathering and analyzing of information using firm’s internal search enginesEnsuring the quality of the information offered to the clients & providing daily updates

Sumit Bhalla Skills

Financial Modeling Investment Banking Due Diligence Business Analysis Mis Team Management Financial Analysis Crm Valuation Fixed Income Analysis Industry Research Talent Management

Sumit Bhalla Education Details

Frequently Asked Questions about Sumit Bhalla

What company does Sumit Bhalla work for?

Sumit Bhalla works for Mercer

What is Sumit Bhalla's role at the current company?

Sumit Bhalla's current role is Director - Mercer Investments Consulting.

What is Sumit Bhalla's email address?

Sumit Bhalla's email address is bh****@****ail.com

What schools did Sumit Bhalla attend?

Sumit Bhalla attended Amity Business School.

What skills is Sumit Bhalla known for?

Sumit Bhalla has skills like Financial Modeling, Investment Banking, Due Diligence, Business Analysis, Mis, Team Management, Financial Analysis, Crm, Valuation, Fixed Income Analysis, Industry Research, Talent Management.

Who are Sumit Bhalla's colleagues?

Sumit Bhalla's colleagues are Scott Woods, Paul Moran, Akes A., Amit Shah, José Filipe Mota, Sandy Martin Fallin, سعید عبدالملکی.

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