Jul 2020 – Oct 2021 · 1 yr 3 mos

Dec 2016 – Jul 2020 · 3 yrs 7 mos

• Part of a two-member equity team managing an equity portfolio of ~USD 450 million, focused on fundamental analysis and value investing across Indian markets.
• Conduct in-depth research and financial modeling for listed (primary & secondary) and unlisted equity opportunities, directly reporting to the CIO.
• Contributed to formulation of equity investment strategy, macro trend tracking, and sectoral thematic presentations for the Investment Committee.
• Evaluated and executed multiple large private equity and venture capital investments, including four major fund commitments, handling due diligence, regulatory approvals, and stakeholder coordination.
• Monitor and review venture capital and private equity portfolios to identify new opportunities.
• Represent the firm in management meetings, investor conferences, and earnings calls.
• Oversee equity dealing activities and maintain active engagement with market intermediaries and brokers.

Apr 2014 – Nov 2016 · 2 yrs 7 mos · Mumbai Area, India

• Conducted business and financial reviews of U.S. Fixed Income counterparties, including banks, broker-dealers, insurers, GSEs, credit unions, and REITs.
• Delivered credit analyses and rating recommendations to the U.S. Regional Credit Head and presented at weekly credit forums.
• Monitored portfolio quality, credit events, and sectoral trends to identify early signs of risk and adverse credit migration.
• Designed and implemented an Early Warning Indication (EWI) system for proactive counterparty risk monitoring, later adopted across regions.
• Led the transition of REIT credit review processes from the onshore team and supported system development for limit monitoring with the New York office.
• Oversaw counterparty limits, facility resizing, and coordinated with front-office teams for credit approvals.
• Mentored junior team members and drove process improvement initiatives.

Feb 2011 – Feb 2014 · 3 yrs · Mumbai Metropolitan Region

• Key Contribution
• Undertaken Statutory Audit and Limited Review of listed companies.
• Undertaken Tax Audit.
• Understanding of Key Business Process Cycles such as Purchases, Expenses, Payroll, Fixed Asset, Investments, Loans and Advances and Validation of the Internal Controls therein,
• Ensuring compliance of disclosure requirements pursuant to Revised Schedule VI and Indian Accounting Standards.
• Drafting of Audit Report and Reporting Deliverables.
• Performing Variance Analysis of Profit & Loss and Balance Sheet.
• Ensuring Certifications in accordance with RBI and other regulatory requirements.
• Major Assignments worked on :
• Rallis India Ltd.
• Abbott India Ltd.
• Voltas Limited
• Roots Corporation Lts.
• Sterlite Enrgy Ltd
• Shoppers Stop Ltd
• Micro Ink Limited
• Tata Housing Ltd
• Baerlocher India Additives Pvt. Ltd.
• Howden Reinsurance Brokers Ltd.