Experience

Global Alpha Capital Management Ltd.

• Canada
• Investment Management
• 1 - 100 Employee

• Portfolio Manager - Global Emerging Markets

  • Jul 2021 - Present

  Montreal, Quebec, Canada



Avestar Capital

• United States
• Financial Services
• 1 - 100 Employee

• Vice President - Investments

  • Mar 2019 - Jun 2021

  New York, United States • Creation of investment proposals for UHNI clients in the context of a global balance sheet. • Strategic asset allocation for UNHNI clients across equities, fixed income & alternatives. • Product due diligence and analysis for investment ideas in the hedge fund, PE, & VC space. • Equity research based on durable earnings growth, financial strength & emerging moats.



KlubHub

• Co Founder

  • Apr 2014 - Jan 2019

  Roseburg, Oregon, United States KlubHub provides a loyalty and marketing platform for small and micro businesses. It allows business owners to effectively deploy and manage a rewards program without using traditional punch cards and share their specials, sales, and events with their local community. • Seed funding for company formation and product development. • Conceptualization of app features, website design and merchant dashboard analytics. • Project managed development of IOS & Android app, website and… Show more KlubHub provides a loyalty and marketing platform for small and micro businesses. It allows business owners to effectively deploy and manage a rewards program without using traditional punch cards and share their specials, sales, and events with their local community. • Seed funding for company formation and product development. • Conceptualization of app features, website design and merchant dashboard analytics. • Project managed development of IOS & Android app, website and payment gateway. • Content creation for website, social media, marketing collateral and investor pitch book. • Participated in RAIN Eugene Startup Accelerator Program. Show less



BrainGain

• United States
• International Affairs
• 1 - 100 Employee

• Head of Finance, Founding Team at BrainGain

  • Aug 2015 - May 2017

  Bengaluru, Karnataka, India BrainGain is an employment marketplace that helps startups in emerging economies hire foreign talent. • Creation of investor pitch book including financial forecasts and valuation. • Tracking financials of the company to manage budgets and monitor cash burn. • Business development to on board startups & coding academies. • Product design & testing feedback for development of new features.



Peak Financial Management, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Equity Analyst - Peak Emerging Market Portfolio

  • Jul 2013 - Dec 2014

  Boston, Massachusetts, United States • Managed an emerging market seed portfolio using a value-investing framework. • Created coverage universe, devised screening criteria and selected EM focused equities. • Conceptualized and created an EM investment strategy pitch book for fund raising. • Authored monthly and quarterly commentary on fund performance and global macro environment.



ERShares

• United States
• Investment Management
• 1 - 100 Employee

• Equity Research Associate

  • May 2010 - May 2013

  Boston, Massachusetts, United States • Equity research, financial modeling and sector analysis for long & short side of portfolio. • Built financial models, generated new ideas, tracked earnings and key risk drivers. • Conducted primary research, fundamental & competitive analysis. • Assisted Portfolio Manager with portfolio monitoring, rebalancing and risk management. • Point of contact for institutional investors conducting manager due diligence on the fund. • Led audit project to ensure 5 year mutual fund… Show more • Equity research, financial modeling and sector analysis for long & short side of portfolio. • Built financial models, generated new ideas, tracked earnings and key risk drivers. • Conducted primary research, fundamental & competitive analysis. • Assisted Portfolio Manager with portfolio monitoring, rebalancing and risk management. • Point of contact for institutional investors conducting manager due diligence on the fund. • Led audit project to ensure 5 year mutual fund performance data was GIPS compliant. Show less



Beaumont Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• Consultant

  • Jan 2010 - May 2010

  Greater Boston Area • Deep dive top down macro evaluation of the Chinese economy. • Analyzed monetary and fiscal policy, exchange rate management and balance of trade. • Evaluated investment opportunities based on relative attractiveness of various sectors. • Recommended stocks & funds for China exposure based on valuation & growth prospects.



Highmount Capital

• Consultant

  • Sep 2009 - Jan 2010

  Greater Boston Area • Competitive analysis & market segmentation of mid tier wealth management segment. • Defined scope of services of client and current positioning in market. • Recommended a fiduciary trust model structure with expanded open architecture. • Designed and recommended a revamped pricing model.



Acacia Insurance, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Consultant

  • Aug 2008 - Apr 2009

  Greater Boston Area • In depth industry analysis & segmentation of Property and Casualty (P&C) market. • Researched and developed an effective strategy to expand the current customer base. • Conducted a deep dive on legacy distribution channels and marketing strategy. • Recommended a focus on digital distribution via enhanced customer intelligence.



Innova Securities and Investments Ltd

• Equity Research Associate

  • Apr 2006 - Aug 2008

  Bengaluru, Karnataka, India • In depth sector analysis and equity research for recommendation to HNI clients. • Coverage of small and mid cap tech stocks and IPO’s. • Research and due diligence of mutual funds for tactical asset allocation decisions.



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• Senior Market Analyst - US Indices

  • May 2004 - Apr 2006

  Bengaluru, Karnataka, India • Led cleanup and launch of multi asset class MSCI Indices data on Reuter’s systems. • Resolved high priority queries on indices data from key clients like NYSE, NASDAQ and S&P. • Trained newly recruited MBA graduates to maintain Real Time Indices Data. • Built up database of financials of Emerging Market companies for delivery into flagship product.