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Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Investment Associate
      • Jun 2019 - Present

      Greater Seattle Area

    • Contractor
      • Sep 2018 - May 2019

      Greater Seattle Area

    • Summer MBA Intern
      • May 2018 - Aug 2018

      Greater Seattle Area

    • Senior Research Analyst
      • Aug 2015 - May 2017

      Chennai Area, India • Responsible for tracking companies in European Consumer Staples sector and providing end to end equity research support for one of the largest clients, Deutsche Bank • Updating, creating and restructuring financial models based on company press releases & filings post earnings, identifying revenue drivers and forecasting companies’ financial statements • Enhanced accuracy of sales forecasts by building first-of-its-kind industry databases to effectively monitor and assess current market… Show more • Responsible for tracking companies in European Consumer Staples sector and providing end to end equity research support for one of the largest clients, Deutsche Bank • Updating, creating and restructuring financial models based on company press releases & filings post earnings, identifying revenue drivers and forecasting companies’ financial statements • Enhanced accuracy of sales forecasts by building first-of-its-kind industry databases to effectively monitor and assess current market trends • Worked extensively on critical initiation reports & thematic reports that include end-to-end financial modeling, company & industry research, peer analysis, forecasting & valuations. • Awarded ‘CRISIL Corporate award for Analytical Excellence’ award for performance in Q4 2016 • Led a team of 8 volunteers for a social impact project 'Together let's educate all', one among 14 entries selected from over 67 proposals. Show less

    • India
    • Financial Services
    • 1 - 100 Employee
    • Deputy Manager - Research Analyst
      • Jun 2012 - Apr 2015

      Chennai Area, India • Perform in-depth fundamental analysis on mid-cap companies in IT & auto-ancillaries sector. • Building and maintenance of financial models for around 12 companies under coverage • Regular interaction with the senior management of the companies under coverage to discuss their business strategy and gain valuable industry insights • Participate in analyst meets, conference calls and prepare research reports on corporate results, event updates and company visits. • Rated as… Show more • Perform in-depth fundamental analysis on mid-cap companies in IT & auto-ancillaries sector. • Building and maintenance of financial models for around 12 companies under coverage • Regular interaction with the senior management of the companies under coverage to discuss their business strategy and gain valuable industry insights • Participate in analyst meets, conference calls and prepare research reports on corporate results, event updates and company visits. • Rated as star performer for identifying 5 stocks with over 100% returns within 2 years • Promoted to Deputy Manager within 2 years based on stock recommendations & client management skills • Supervised 2 interns to assist in learning basics of stock selection criteria & insights into IT sector Show less

    • Equity Research Analyst Intern
      • Jan 2012 - May 2012

      Bengaluru Area, India Designed a model portfolio delivering 3-5% excess return relative to benchmark by applying fundamental indexing approach to Nifty50 index, wherein index constituents are weighed based on metrics such as ROE, P/E, P/B etc

    • India
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Assistant Software Engineer
      • Nov 2008 - Mar 2010

      Chennai Area, India • Worked on the enhancement, development and maintenance of trading software for the capital market segment of the National Stock Exchange of India (NSE). • Obtained the expertise to resolve all the critical production issues within the time frame as mentioned in the Service Level Agreement (SLA) with the client. • Implemented a critical project to extend trading hours in equity & derivative segment by 1 hour within short time • Conducted mock trading to enhance system… Show more • Worked on the enhancement, development and maintenance of trading software for the capital market segment of the National Stock Exchange of India (NSE). • Obtained the expertise to resolve all the critical production issues within the time frame as mentioned in the Service Level Agreement (SLA) with the client. • Implemented a critical project to extend trading hours in equity & derivative segment by 1 hour within short time • Conducted mock trading to enhance system performance & improve process efficiency by 15% Show less

Education

  • University of Notre Dame
    Dual Degree MBA/MSBA, Business Analytics, Finance
    2017 - 2019
  • CFA Institute, USA
    CFA Charterholder
    2011 - 2017
  • Cranfield School of Management
    Master's degree, Finance and Management
    2010 - 2011
  • Anna University
    Bachelor of Engineering - BE, Electrical, Electronics and Communications Engineering
    2004 - 2008

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