Experience

Kennis Group

• United States
• IT Services and IT Consulting

• Manager Investment Banking

  • Dec 2019 - Present



Alpha Alternatives

• United Arab Emirates
• Financial Services
• 1 - 100 Employee

• Executive Assistant

  • Nov 2018 - Dec 2019

  Worked with CEO assisting him in achieving daily deliverable. Also, teamed up with heads of different business verticals for setting up of the businesses at platform level.• Worked in collaboration with business head to set up a Jeera processing plant in Ahemdabad, Gujarat, generating revenue of ~52 crore annually• Teamed up with business head to set up Agri- Lending desk with a target to create a Lending book of ~150 crore• Making business pitch presentation, business SOP, business note and revenue forecast models• Developing business reports, forming strategy meetings to evaluate performance and setting strategies in close association with CEO• Delivering data analysis, comprehensive presentations & notes to CEO assisting him in taking tactical decision• Evaluating and maintaining a regular track record of client’s portfolio• Administering a strategic desk for research in the commodity space to help trading decision-making.

• Finance Analyst

  • Dec 2017 - Oct 2018

  Worked as a finance analyst in Operating Equity and Structured Credit team. Directly worked with business head and delivered following,Operating Equity• Preparing financial spreadsheets and financial models to facilitate financial analysis• Formulating a monthly report displaying financial performance of the clients in textile and jewellery industry• Recounting three-monthly financial exercise of rival companies with performance updates • Noting executive summary for companies that supported senior associates to infer financial outcomes and gain understanding about the company’s performanceStructured Credit• Maintaining a communication with promoters and fundamental employees of the company to get versed with their capital needs • Developing Information Memorandum for Investment Committee which benefits in the decision-making process• Notifying regular updates in distress funding and structured financing space• Constructing and evaluating financial projections to assess performance of the business • Drafting company level brochures to help the associates to develop a better understanding of the organisation



Latin Manharlal

• India
• Financial Services
• 1 - 100 Employee

• Equity Research Intern

  • May 2017 - Jun 2017

  Financial Advisor (trainee)In the wealth management team.Scope of work include equity research, risk profiling and advisory. Here is a glimps of activities performed-Fundamental analysis of equity stock using 5 Stock valuation parameters- Finding out under valued stock in auto component industry and making a research note on the sameTechnical analysis of equity stock by studing technical patterns, candel stick charts, technical indicators and other technical tools- Doing analysis of given stock and making research note accordingly stating target and stop loss.Risk profiling of the clients- Doing risk profiling of clients, knowing their financial goals and adviceing them with ventures to make investment that would help them to achieve their goals.