Supratik Shankar, Cfa Email & Phone Number

Bengaluru East, Karnataka, In

About Dview: We are on a mission to help business teams make data-driven decisions by transforming complex data queries into simple conversations, just like chatting with a knowledgeable colleague who understands your business thoroughly. Our solutions deliver real-time analytics while adhering to gold-standard data governance frameworks. We offer straightforward on-premise deployment, on-demand scalability, and 100% data ownership.

London, England, Gb

I led the development of Enterprise SaaS platform that delivered sector and peer insights, enabling users to analyze industry dynamics and assess borrowers' positions within evolving business landscapes. Key responsibilities included -• Led AI/ML teams, ML model development and API integrations for client roll-out• Established & managed large-scale annotation programs for training AI/ML predictive models• Actively contributed to the AI and data platform strategic roadmap outlining the priorities • Ensured last mile delivery of clean, granular and relevant data for enabling analytical & ML workloads• Built and led a team of analysts in scaling-up the automated delivery of Sector Insights Content• Design & implement the data governance frameworks to ensure data security & sanity

London, Gb

Worked across investment research domains under both pilot and dedicated client servicing channels. Key responsibilities included -• Directly servicing clients and increasing the overall client delight score by leading a pool of analysts to perform deep-dive Credit and Equity research• Collaborating with cross-functional teams to ideate, build and position automated investment products that help clients in making faster & better financial decisions• Publishing marketing materials/blogs to create market awareness and generate client interest• Participating in pilot projects/PoCs and transitioning new client onboarding to a pool of analysts• Shaping strategic ties with existing and past clients to tap new business opportunities Achievements - Contributed to revenue growth by expanding the scope of services and consistently improving client delight scores. Received "Certificate-of-Appreciation" from COO and Head of Research of Barclays Investment Bank for outstanding services.

London, Gb

Provided research services to a leading UK-based Investment Bank (EU Autos & Industrials). Worked directly under the Head of EU Autos on companies under coverage. Key responsibilities included -• Handling financial modelling, stress test coverage and arrive at Target-price based on scenarios • Performing theme-based industry research, prepare investment reports and thematic screeners• Servicing bespoke buy-side client requests, preparing marketing and investment pitch decks• Developing the ESG framework based on EU6 emission norms and corporate governance• Monitoring monthly HCV/LCV/PV registrations, pricing and product cycle (average age) trends and quantifying the impact of revenue and profitability on companies under coverage• Spotting trend reversals, secular thematic plays, one-offs to generate new investment themes Achievements - Led successful transitions and increased the scope of client services by ~4x in two years. Achieved incremental revenue growth by mentoring junior analysts to quickly ramp up the team and efficiently managing the overall transition plan.

London, Gb

Provided buy-side investment research services to a UK-based asset management firm (Global Opportunities Fund). Worked directly under Sr. Portfolio Manager to generate positive returns for investors on a risk adjusted basis. Key responsibilities included -• Investment thesis validation by evaluating opportunity size and assessing companies in value-chain that can benefit from a multi-year secular theme led by their strong competitive advantage.• Applying ESG framework on target companies, peers and channel partners to identify red-flags early-on which can pose as an impediment to sustainable investment growth• Performing extensive financial modelling, industry analysis, M&A modelling, valuation, end-market analysis, con-call transcripts and cross-referencing with sell-side analysts. Achievements - Consistently enhanced client delight scores which led to ~2x business expansion and revenue growth within 2 years. At the portfolio level, new investments grew multifold during the next 4 years, while legacy holdings continued to moderately outperform the benchmark index at lower volatility.

Mumbai, Maharashtra, In

My interest in volatile instruments helped me find my way into equity research. I specialized in the Mid-Cap Capital Goods Sector and pitched fresh ideas to institutional asset managers. Published reports on stock recommendations in Bloomberg. Dealt with initiation reports, quarterly updates, and thematic reports. Collaborated with corporates for client events and seminars. Liaised with policymakers at government bodies and industry associations to stay ahead on regulatory updates.

Mumbai, Maharashtra, In

Starting as a management trainee, I hit the ground running in banking by engaging with B2B customers. I focused on understanding and meeting the unique needs of SME & TASC clients through tailored banking solutions. Over time, I transitioned to operations, handling underwriting requests and monitoring covenants. Further, I progressed to overseeing complex and volatile assets like equity and bonds considered for collateral.Achievements - Augmented the asset portfolio by ~2x through better loan underwriting and reducing delinquency by actively monitoring margin calls. Also, effectively realigned branch level portfolio exposure to credible and profitable client profiles with high IRR and low delinquency.

Mba, Finance

B-Tech, Electrical Engineering