• Working with Transparent Value, a subsidiary of Guggenheim Partners covering portfolio of companies from Banks and Financial Services industry group under Financials sector covering US region.• Involves fundamental research & financial analysis through financial modelling, maintaining equity valuation models for quarterly earnings, along with tracking portfolio companies actively.• Initiating coverage for new companies and adjusting equity valuation model for corporate actions.• Forecasting financials after considering necessary assumptions and industry wide trends, thereby enabling a view on the company.• Preparing company research brief analyzing financial performance and supporting forecast thesis.• Preparing and delivering presentations on the performance and outlook of sub-sectors and individual companies within the team and to the US management.• Assisting junior analysts in work deliverables.

• Monitored portfolio pricing and ensured accurate valuation of securities within a client’s portfolio for the correct calculation of Net Assets Value (NAV) of Hedge Funds.• Comparison of financial data of Client (Hedge funds) and Prime Broker/Custodian accounts to check for any discrepancies and provide comments in cases of significant variances.

• Responsible for daily trade allocations for Mutual Funds, which are then forwarded to the Custody Department• Servicing HNI clients of Edelweiss Portfolio Management Services (PMS)