Warren Lobo Email and Phone Number
Warren Lobo work email
- Valid
Warren Lobo personal email
- Valid
Experienced professional with a demonstrated history of working in the financial services industry. Strong technical knowledge related to the investment ecosystem.Skilled in financial analysis, portfolio management, financial accounting, market research, valuation analysis and client relationship management.Till now, I have worked on various financial models, read multiple books related to the same, worked at some of the best companies and always willing to help someone that finds me capable of filling their knowledge gap (And of course, if there is someone that can help bridge my knowledge gap, I would also be more than happy to listen to them).If you want to talk more about your investments, other investment products or simply want to discuss a finance related topic of your interest, hit me up or email me at : warrenignatiuslobo@gmail.com
Sbi Pension Funds (P) Ltd
View- Website:
- sbipensionfunds.com
- Employees:
- 18
-
Equity Research AnalystSbi Pension Funds (P) Ltd Jul 2022 - PresentMumbai, Maharashtra, IndiaPerforming fundamental analysis of a specific industry and/or emerging trend to indentify the best positioned companies to be invested in by the fund.➢ Exhaustive sector coverage while developing industry expertise, preparing investment notes and presenting the same to the Investment committee.➢ Building and maintaining various excel based financial models to gauge company performance and valuations.➢ Maintaining constant coverage of industry-related news, trends, and developments.➢ Making stock recommendations to the fund while making sure that the ideas generate definite profits.➢ Supporting the Fund Manager and assisting him with a variety of activities that include presentations to the Investment Committee and Company Board.
-
Research AnalystIfast Financial India Pvt Ltd Jul 2021 - Jun 2022Mumbai, Maharashtra, IndiaConducting quantitative and qualitative analysis with a business perspective attached to research and thereby prepare analytical and concise written reports.➢ Synthesizing research into logical and well-designed outputs.➢ Using information sources and strategic frameworks to collect information relevant to answer stakeholder requests and analyze client portfolios.➢ Monitoring regulatory developments, financial market happenings and important developments in the fund industry, markets and the broader economy.➢ Conducting presentations to internal and external stakeholders with regards to research views.➢ Regular interaction and networking with external stakeholders to keep abreast with industry happenings. -
Wealth ManagerPhillipcapital India Dec 2019 - Jun 2021Mumbai, Maharashtra, IndiaAcquiring, managing and advising HNI, Corporate, Distributor, Retail & PMS Accounts. Building client relationships, hosting regular meetings and knowledge webinars in order to improve the overall client experience and brand value.➢ Advising clients on investments across all segments.➢ Creating client stock portfolios based on various metrics while keeping a value investing approach at the heart of the process.➢ Hosting multiple webinars on various stock evaluation techniques as well as a few products like Equity Advisory and PMS. -
Tax ConsultantDeloitte India (Offices Of The Us) Jun 2018 - Nov 2019Hyderabad, Telangana, IndiaWorking with the US counterparts in providing tax compliance services to US based clients of Deloitte Tax, including income and several other types of tax return preparation, and computations.➢ Providing business and individual tax return compliance (including projections, and tax accounting for U.S. federal, state and international tax matters) and related advisory services.➢ Providing commercially focused tax advice and services to a wide range of clients who operate in all sectors of the economy.➢ Calculating tax liability, ensuring compliance is completed speedily and efficiently, and submitting tax returns and associated documents by the appropriate deadlines. -
InternSanctum Wealth Management Feb 2017 - May 2017Mumbai, Maharashtra, India➢ Conducted analysis on various mutual funds that were a part of client portfolios (made use of ACE MF and Morningstar Direct extensively).➢ Conducted analysis on various stocks that were a part of client portfolios (made use of ACE Equity, Bloomberg Terminal and Eikon by Thomson Reuters extensively).➢ Research on the IT sector with a focus on four midcap IT companies.➢ Back testing of two strategies - a Stop Loss Strategy and a Sector Rotation Model Strategy, in order to understand their efficiency and effectiveness. -
Project Analyst/CoordinatorJpmorgan Chase & Co. Jun 2014 - May 2016Mumbai Area, IndiaCompleting general market research overviews and basic company level quant data by making use of databases and sources required for modules across three regions i.e. EMEA - Europe, Middle East and Africa; APAC - Asia Pacific and The United States of America.➢ Managing research requests from bankers in a prompt and professional manner.➢ Thoroughly and efficiently gathering banker information, accessing and fulfilling banker needs, educating the banker where applicable, to prevent the need for future contact.➢ Continuously evaluating and identifying opportunities to drive process improvements that positively impact the banker’s experience.
Warren Lobo Skills
Warren Lobo Education Details
-
Finance, General -
Finance, General -
Finance, General -
Gokuldham High School And Junior CollegeI.C.S.E.
Frequently Asked Questions about Warren Lobo
What company does Warren Lobo work for?
Warren Lobo works for Sbi Pension Funds (P) Ltd
What is Warren Lobo's role at the current company?
Warren Lobo's current role is Equity Research Analyst at SBI Pension Funds | Ex-Phillip Capital | Ex-Deloitte | Ex-JP Morgan.
What is Warren Lobo's email address?
Warren Lobo's email address is wa****@****hoo.com
What schools did Warren Lobo attend?
Warren Lobo attended Ibs Mumbai, The Icfai University, Dehradun, University Of Mumbai, Thakur College Of Science & Commerce, Gokuldham High School And Junior College.
What skills is Warren Lobo known for?
Warren Lobo has skills like Microsoft Office, Microsoft Excel, Management, Powerpoint, Microsoft Word, Research, Microsoft Powerpoint, Business Strategy.
Who are Warren Lobo's colleagues?
Warren Lobo's colleagues are Prateek Pal, Rima Joshi, Akash Sharma, Manoj Srinivasan, Anandaraj Sk, Rushikesh Patil, Srikant Dash.
Not the Warren Lobo you were looking for?
-
2gmail.com, wilhelmsen.com -
-
-
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial