Co-Founder

• May 2022 - Present

SME | Credit Intelligence

• May 2019 - May 2022

As a Credit-Intelligence-Lead, I worked on building enterprise SaaS-based platform to deliver sector insights that enabled users to quickly summarise industry dynamics and analyse a borrower’s position in a changing business landscape. Key responsibilities included - • Actively contributed to the data ingestion strategic roadmap • 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 • Actively contributed to roadmap; outlined the direction, priorities, and execution of Data Platform team • Actively contributed to cross functional squad level planning, designing, testing and launching features in an agile led approach • Established & managed large-scale annotation programs for training AI/ML predictive models • Worked with AI/ML teams, 3rd party API ingestion and established success metric for client roll-out

Assistant Director | Investment Research

• Jan 2017 - May 2019

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.

Delivery Manager | Investment Research

• Apr 2014 - Dec 2016

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.

Analyst | Investment Research

• Dec 2010 - Apr 2014

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.

Equity Research Associate | Institutional Equities

• Jul 2010 - Dec 2010

Covered Mid-Cap Capital Goods Sector. Pitched new ideas and sector-based themes to Portfolio Managers. Published stock-specific reports in Bloomberg. Worked on initiation reports, quarterly updates and thematic reports. Coordinated with corporates for annual client events and seminars. Liaised with policy makers in government bodies such as Bureau of Energy Efficiency and industry associations to track regulatory changes. Achievements - Grew access to corporate and dealer networks in the down-south compressor market to ensure robust channel checks and gain additional market insights.

Assistant Manager

• Jun 2009 - Jun 2010

Addressed customer needs through right-selling SME, TASC & retail banking products. Handling customer grievances, operations, core banking software, new loan requests and proactive monitoring of covenants. Led loan disbursement and subsequent monitoring of complex and volatile instruments such as equity and bonds considered for collateral. Achievements - Augmented the asset portfolio by ~2x through better loan servicing and reducing defaults by actively monitoring margin calls. Also, effectively realigned branch level portfolio exposure to credible and profitable client cohorts.