Sneha A.
Investment Banker at Intellecap- Claim this Profile
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English Full professional proficiency
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Hindi Professional working proficiency
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Sindhi -
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Spanish Elementary proficiency
Topline Score
Bio
Credentials
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A1 level in Spanish
Hispanic Horizons - IndiaAug, 2017- Nov, 2024 -
Equity Research and Financial Modelling
ForeVisionSep, 2014- Nov, 2024 -
Investment Analysis and Portfolio Management
National Stock Exchange of India Limited
Experience
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Intellecap
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India
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Business Consulting and Services
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100 - 200 Employee
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Investment Banker
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Sep 2022 - Present
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DAM Capital Advisors Limited
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India
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Financial Services
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1 - 100 Employee
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Investment Banking Associate
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Apr 2021 - Aug 2022
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Investment Banking Analyst
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Jan 2018 - Apr 2021
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Royal Bank of Scotland Business
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United Kingdom
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Banking
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700 & Above Employee
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Investment Banking Senior Analyst
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Feb 2016 - Jul 2017
• Working on Financial Models such as Debt Structuring Models • Preparing pitchbooks, deal summaries, information memorandum and request for proposals • Advising clients on opportunities to raise capital in terms of instrument, pricing, tenor, currency, target investors through comparable peer analysis • Preparing research reports and thematic pieces about various international markets • Assisted on fundamental valuation and financial statement analysis using DCF and trading… Show more • Working on Financial Models such as Debt Structuring Models • Preparing pitchbooks, deal summaries, information memorandum and request for proposals • Advising clients on opportunities to raise capital in terms of instrument, pricing, tenor, currency, target investors through comparable peer analysis • Preparing research reports and thematic pieces about various international markets • Assisted on fundamental valuation and financial statement analysis using DCF and trading comparables Show less • Working on Financial Models such as Debt Structuring Models • Preparing pitchbooks, deal summaries, information memorandum and request for proposals • Advising clients on opportunities to raise capital in terms of instrument, pricing, tenor, currency, target investors through comparable peer analysis • Preparing research reports and thematic pieces about various international markets • Assisted on fundamental valuation and financial statement analysis using DCF and trading… Show more • Working on Financial Models such as Debt Structuring Models • Preparing pitchbooks, deal summaries, information memorandum and request for proposals • Advising clients on opportunities to raise capital in terms of instrument, pricing, tenor, currency, target investors through comparable peer analysis • Preparing research reports and thematic pieces about various international markets • Assisted on fundamental valuation and financial statement analysis using DCF and trading comparables Show less
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Reserve Bank of India (RBI)
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India
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Government Administration
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700 & Above Employee
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Summer Intern
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May 2014 - Jun 2014
1. Worked as a summer intern in the ' Foreign Exchange Department' 2. Was a part of the 'Current Account Team' and worked on a project -"Monitoring Mechanisms for Import and Export transactions-Issues and concerns in facilitation of trade and prevention of undesirable dealings and transactions”. 3. The project was presented to the head of the ' Trade Finance ' department . 1. Worked as a summer intern in the ' Foreign Exchange Department' 2. Was a part of the 'Current Account Team' and worked on a project -"Monitoring Mechanisms for Import and Export transactions-Issues and concerns in facilitation of trade and prevention of undesirable dealings and transactions”. 3. The project was presented to the head of the ' Trade Finance ' department .
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Risk Analyst
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Mar 2013 - Aug 2013
• Performing Corporate Treasury Review for various Financial Institutions such as Reliance Ltd, Essar and Tata Group • Understanding the significant business processes of the client and identifying the process gaps • Identifying and evaluating the potential risks faced by the company (currency risk, cash flow management) and preparing a Risk and Control Matrix which would help to review all the treasury operations and the risks faced by the company • Discussing the process gaps and… Show more • Performing Corporate Treasury Review for various Financial Institutions such as Reliance Ltd, Essar and Tata Group • Understanding the significant business processes of the client and identifying the process gaps • Identifying and evaluating the potential risks faced by the company (currency risk, cash flow management) and preparing a Risk and Control Matrix which would help to review all the treasury operations and the risks faced by the company • Discussing the process gaps and the risks identified with the management and providing recommendations to improve their processes and their policies in the form of an audit report Show less • Performing Corporate Treasury Review for various Financial Institutions such as Reliance Ltd, Essar and Tata Group • Understanding the significant business processes of the client and identifying the process gaps • Identifying and evaluating the potential risks faced by the company (currency risk, cash flow management) and preparing a Risk and Control Matrix which would help to review all the treasury operations and the risks faced by the company • Discussing the process gaps and… Show more • Performing Corporate Treasury Review for various Financial Institutions such as Reliance Ltd, Essar and Tata Group • Understanding the significant business processes of the client and identifying the process gaps • Identifying and evaluating the potential risks faced by the company (currency risk, cash flow management) and preparing a Risk and Control Matrix which would help to review all the treasury operations and the risks faced by the company • Discussing the process gaps and the risks identified with the management and providing recommendations to improve their processes and their policies in the form of an audit report Show less
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Oracle
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Net Asset Value Analyst
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Jun 2011 - Jun 2012
Calculation of Net Asset Value • Calculation of end to end monthly Net Asset Value for various Black Rock Fixed Income Funds involving analysis of Profit and Loss Statement, researching changes in book yield, swap payments and sweep income • Calculation and comparison of the active return of the fund to the benchmark set by the Portfolio Manager, and researching the reason for outliers if any Researching the line item causing return differences at micro level and analyzing the… Show more Calculation of Net Asset Value • Calculation of end to end monthly Net Asset Value for various Black Rock Fixed Income Funds involving analysis of Profit and Loss Statement, researching changes in book yield, swap payments and sweep income • Calculation and comparison of the active return of the fund to the benchmark set by the Portfolio Manager, and researching the reason for outliers if any Researching the line item causing return differences at micro level and analyzing the trend of line items (amortization, accruals, yield) Show less Calculation of Net Asset Value • Calculation of end to end monthly Net Asset Value for various Black Rock Fixed Income Funds involving analysis of Profit and Loss Statement, researching changes in book yield, swap payments and sweep income • Calculation and comparison of the active return of the fund to the benchmark set by the Portfolio Manager, and researching the reason for outliers if any Researching the line item causing return differences at micro level and analyzing the… Show more Calculation of Net Asset Value • Calculation of end to end monthly Net Asset Value for various Black Rock Fixed Income Funds involving analysis of Profit and Loss Statement, researching changes in book yield, swap payments and sweep income • Calculation and comparison of the active return of the fund to the benchmark set by the Portfolio Manager, and researching the reason for outliers if any Researching the line item causing return differences at micro level and analyzing the trend of line items (amortization, accruals, yield) Show less
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Education
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Welingkar Institute of Management
Master of Business Administration (M.B.A.), Finance, General -
jai hind college
Bachelor's Degree, Finance, General -
Jai Hind College
Junior College, Business/Commerce, General -
Lilavati Bai Podar High School, I.C.S.E
High School, Science