Experience

BRIGADE CORPORATION INDIA PRIVATE LIMITED

• India
• IT Services and IT Consulting
• 1 - 100 Employee

• Team Lead

  • Jan 2020 - Present

  • Investigating and preparing comprehensive deck of target companies. • Compiling and generating spread sheets capturing key data related to company’s active contracts. • Providing periodic review reports of existing portfolio companies to the investors. • Comparing target companies financial and other important metrics with best industry performers. • Preparing company Profiles and Industry reports. • Providing daily update on M&A deals. • SWOT/PESTEL Analysis. • Monitoring and updating news & blogs of the industry. • Primary and secondary research on companies and industry sub-sectors. • Studying the Private equity firms and giving interpretations on private companies. • Supporting the clients with special projects and requests. • Handling client enquiries and end to end support in a turnaround time. • Data capturing from various data sources (including Bloomberg, Cap IQ, IBISWorld, FactSet) and updating in client’s CRM (including Salesforce,Insightly, etc). • Creating customized reports per the given criteria. • Researching, populating, inputting, improvising and periodically updating the data in client’s CRM. • Updating the data received from the PE clients in various formats (including Email, Excel / Word, PDF, Business Card, Scanned Image, Voice recording, Voice Mail, Fax) in client’s CRM. • Updating live deals & various other documents in the client’s CRM. • Research on fund investors. • Research on industry articles and financial statements helping quantitative analysis of potential deals. • Ad-hoc customized research. • Data Analytics. Show less



BRIGADE CORPORATION INDIA PRIVATE LIMITED

• India
• IT Services and IT Consulting
• 1 - 100 Employee

• Senior Research Analyst

  • Jan 2018 - Jan 2019

  • Investigation on Private equity firms, analysis and giving interpretations on private companies. • Investigation on Corporate Actions Merger and Acquisition transactions. • Investigation on industry articles and financial statements helping quantitative analysis of potential deals • Documented client-specific procedures related to their Private Equity holdings. • Compile and generate spread sheets capturing key data related to company’s active contracts. • Providing periodic review reports of existing portfolio companies to the investors • Investigate and gathering relevant data of the industry and competitors • Evaluated new follow-on investments in existing portfolio companies • Supported the clients with special projects and requests. • Updating the leads to Insightly database with complete information to contact the person. • Provide strong reporting and analytical information support to management team. Show less



FactSet

• United States
• Financial Services
• 700 & Above Employee

• Senoir Research Analyst

  • Feb 2012 - Sep 2017

  Mutual Fund Acquisition & Corporate Actions Team ResponsibilitiesProject Details: - Updating Fund NAV to database from websites. Prepared HelpDoc’s for Automation of EDGAR REG (NCSR & NQ) Funds. . • Investigation on daily net asset value of ETF Funds and Static data.• Investigation on Corporate Actions (Which includes Fund Name change, Acquisitions, Merger, takeover, liquidation, Stock splits, Dividends).• Accurately administer all corporate actions using a number of vendors to research events ensuring all announcements are captured.• Analyze, monitor and process Corporate action events for domestic and foreign Funds.• Investigate on various Asset classes like Equities, Fixed Income, Derivatives and various Investment products like Mutual funds.• Strong hands on research experience in areas of SEC Filings (485,497 and 497k)• Analyze financial statements 10k, 10Q & 8k reports of portfolio companies.• Processing Day one, monthly,(EDGAR Filings Quarterly NCSR & NQ,SEDAR Filings), Semi and Annual holdings of mutual funds from the websites and updating to MFS tracker as per the Embargo days.• Resolving the RPD’s which are raised by the Tagging Team & content managers with solutions.• Investigation through market Vendors as Bloomberg, Morning Star, Yahoo Finance, Value research for fund information.• Requesting firms through mails for Mutual Funds which are not providing publicly.• Updating Contribution RPD’s for Missing Funds to Contribution Team in time.• Making calls to firms regarding fund information which are not providing publicly.• Promptly responding to Content Mangers mails for client request funds & resolve them within TAT.• Coordinating with Fontainebleau team on a regular basis to update the Project details. • Working with Content Manager on new/enhanced applications, testing the applications and undertaking the projects. Show less

• Research Analyst

  • Nov 2009 - Feb 2012

  Mutual Fund Tagging As a Research Analyst ( From Nov 2nd 2009 to Feb 2012)Job ProfileProcessing different types of Mutual Funds for different domiciles Coding Fixed Income Securities as per the guidelines prescribedCoding Derivatives,Futures & Options as per the guidelines prescribedCoding Preferred Securities as per the guidelines prescribedCoding Convertible Preferred Securities as per the guidelines prescribedSplitting Total Mutual Fund Assets under different Asset Classes Checking the correctness of the Investment Portfolio of the FundAchievementsReceived Star performer award for the first half of the year 2010 Received Star performer award for the first half of the year 2013 and Second half of the year 2012 Received Incredible Award for the year of 2015Received 4 Idea Club Awards on Tool Enhancement and Appreciated by Content Managers Show less