Ajay Steephan, CFA

Finance Business Partner at Presight.ai
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Contact Information
us****@****om
(386) 825-5501
Location
United Arab Emirates, AE

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Asharaf Kannanchath

Ajay worked as my colleague in mashreq working with Finance Team, a very calm and composed professional. His attention to detail and quality on his deliverables were something use to get appreciated Possesed excellent analytical and interpersonal skills made him stand out in a group.Would strongly recommend him as an asset to any team he would work with.

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Experience

    • United Arab Emirates
    • IT Services and IT Consulting
    • 100 - 200 Employee
    • Finance Business Partner
      • Sep 2020 - Present

      Partner with the operations and management to provide financial insights and real-time support, ensuring key operational, commercial and financial targets are delivered. Partner with the operations and management to provide financial insights and real-time support, ensuring key operational, commercial and financial targets are delivered.

    • United Arab Emirates
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Analyst
      • Dec 2018 - Sep 2020

      - Being part of Business Strategy and Product Development team, designed and launched investment products which included fixed income funds, acted as the main point of contact for fund-related matters and fostered positive relationships with the service providers. - Analysed investment opportunities in public & private securities and performed valuation analysis. - Built multi-asset investment portfolios for clients. - Developed investor presentations and financial models. - Being part of Business Strategy and Product Development team, designed and launched investment products which included fixed income funds, acted as the main point of contact for fund-related matters and fostered positive relationships with the service providers. - Analysed investment opportunities in public & private securities and performed valuation analysis. - Built multi-asset investment portfolios for clients. - Developed investor presentations and financial models.

  • Palms Family Office Group
    • United Arab Emirates
    • Senior Financial Analyst
      • Feb 2016 - Dec 2018

      - Built investment portfolios that generated alluring risk-adjusted returns. - Published market reports that examined the world's financial markets, major macroeconomic indicators, and their correlated influence on various asset classes. - Represented the company in conferences and meetings and fostered relationships with business partners in the finance industry, including asset managers and banks. - Acted as a trusted advisor for any investment-related questions. - Built investment portfolios that generated alluring risk-adjusted returns. - Published market reports that examined the world's financial markets, major macroeconomic indicators, and their correlated influence on various asset classes. - Represented the company in conferences and meetings and fostered relationships with business partners in the finance industry, including asset managers and banks. - Acted as a trusted advisor for any investment-related questions.

    • United Arab Emirates
    • Banking
    • 700 & Above Employee
    • Assistant Manager- Treasury Finance, Asset Liability Management & Fund Transfer Pricing
      • May 2011 - Feb 2016

      - Drove the preparation of the monthly financial pack for the Asset Liability Committee (ALCO), which encompassed a detailed analysis of the bank’s performance. Administered the Fund Transfer Pricing (FTP) and related MIS, co-led annual planning and budgeting of the Treasury/Investment Unit, and co-managed Treasury/Investment MIS reporting.- Revamped the ALCO reporting pack by expanding the geographical coverage and enhancing the analysis. - Assisted in the successful overhaul of the FTP policy.- Automated the processing of FTP rates and entries.- Orchestrated the implementation of FTP and ALM modules in new ERP, ensuring cross-functional interactions. Show less

    • Financial Analyst
      • Oct 2010 - May 2011

      - Handled MIS for equity, fixed income and derivatives trading/investment books for treasury/investment business and provided accounting guidance to the treasury operations to ensure adherence to IFRS 9

    • Consultant- Business Advisory Division
      • Jun 2007 - Oct 2010

      - Prepared business plans, conducted financial feasibility studies, carried out business valuations and prepared annual budget for corporate clients - Performed financial and internal audits - Prepared business plans, conducted financial feasibility studies, carried out business valuations and prepared annual budget for corporate clients - Performed financial and internal audits

Education

  • CFA Institute, USA
    CFA
  • University of Mysore
    MBA, Finance
    2005 - 2007

Community

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