Experience

Z2 Investment Management, LP
• United States
• Investment Management
• 1 - 100 Employee
• Senior Research Analyst

  • Jun 2023 - Present


TresVista

• India
• Financial Services
• 100 - 200 Employee

• Associate

  • Sep 2021 - Jun 2023

  • Working with a set of private equity and venture capital clients, managing their CRM and tracking various M&A deals they are keenly observing• Managing a team of four analysts/senior analysts under me and making sure their deliverables are quality checkedand delivered within the agreed TATs• Providing end-to-end support to the client’s request and managing timely completion of tasks• Involving in any additional Ad-hoc requirements pertaining to preparing an industry target list or any other list- building activity for the clients• Tracking different deal announcements using various internet source and updating the client with different transaction type involved in the acquisition• Getting onto regular check point calls with the client to understand any service delivery gaps and providing solutions to any specific nuance the client is facing in their projects along with handling their escalations• Preparing Client Trackers, MIS reports such as Utilization Report for end clients as well as internal stakeholders (VPs and Relationship Managers) Show less

• Senior Research Specialist

  • Jul 2021 - Sep 2021

• Team Developer

  • Jul 2019 - Jul 2021

• Research Assistant

  • Sep 2017 - Jun 2019

  • Majorly worked as an Analyst, tasked to carrying out all project executions such as utilizing various search engines to research data for the provided entities, working on complex pilot projects, providing quality checks at times• Coordinating with internal teams regarding various projects and managing the timelines• Maintaining quality and delivering the projects on or before the deadlines



Datamatics Financial Services Ltd

• United Kingdom
• 1 - 100 Employee

• Senior Research Associate

  • Apr 2017 - Sep 2017

• Research Associate

  • May 2015 - Apr 2017

  As a Research Associate to contribute in many ways to the research project, typical responsibilities include the following,• Worked for various clients across business industries wherein we were tasked to prepare/verify list of decisionmakers and stakeholders in a company, and attendees to various conclaves/events for lead generation purpose• Involve in primary research by directly calling clients to verify on a few tracked roles and delegations and map their movements on the database accordingly• Utilizing various search engines to research data about the given entities.• Performing Quality checks on the research and verification done by the researchers and strive to maintain Quality as per company's standards and norms.• Coordinating the workflow and ensuring the delivery of the job to the client before the deadline• Assigning tasks and providing timely feedbacks to team members • Providing training to the new joiners about the process Show less