Pranav Bansal, CFA

Operations Associate

Delhi, India12 yrs 10 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

CFA Charterholder with extensive real estate valuation experience.
Proven track record in team management and training.
Recognized for process improvements and client service excellence.

Stackforce AI infers this person is a Financial Services professional specializing in real estate valuation and credit analysis.

Contact

Skills

Core Skills

Real Estate ValuationProject ManagementTeam ManagementCredit AnalysisMarket ResearchProcess ImprovementReference Data Management

Other Skills

Accounts PayableAccounts ReceivableArgusAutomationBankingBusiness AnalysisBusiness Process ImprovementBusiness StrategyCash ManagementClient ServicesCorporate FinanceCost ApproachCost Comparison ApproachesCounselingCredit Research

About

Experienced in real estate valuation, financial modelling, market research & analysis including credit paper, ratio analysis, benchmarking, SWOT, PESTLE, market insights, reference data management, team management, training and documentation. CFA Charterholder, MBA (finance), Bachelor of Financial & Investment Analysis, NCFM certified in fields like derivatives, credits, rates, and other related financial market instruments. Tools used: Power BI and Argus

Experience

12 yrs 10 mos

Total Experience

4 yrs 3 mos

Average Tenure

6 yrs 8 mos

Current Experience

Ey

3 roles

Associate Manager

Promoted

Oct 2024 – Present · 1 yr 7 mos

Real Estate Valuation and Audit - US Market; Team Management; Project Management; Trainings and Reviews; Income, Cost and Sales Comparison Approaches with tools such as Argus; CoStar, PwC, RERC, IRR, MVS etc.

Real Estate ValuationProject ManagementTeam ManagementIncome Comparison ApproachesCost Comparison ApproachesSales Comparison Approaches+1

Assistant Manager

Oct 2021 – Sep 2024 · 2 yrs 11 mos

Managing team of four, counselling and training them for next level in the organisation.

Team ManagementCounselingTraining

Sr Analyst

Aug 2019 – Oct 2021 · 2 yrs 2 mos

Real Estate Valuations - US
Independent valuation of real estate including DCF, relative, replacement cost, testing, leasehold valuation, above/below market analysis
Tools & database used: PwC, REIS, RERC, IRR, CBRE, Realty Rates, IREM, CoStar, Argus, Apartments.com, Zillow.com, Faith+Gould, Batchgeo, company filings

Real Estate ValuationsDCFRelative ValuationReplacement Cost ValuationLeasehold ValuationMarket Analysis+2

Barclays

Sr Analyst

Sep 2015 – Aug 2019 · 3 yrs 11 mos · Noida Area, India

Credit Support Team - Commercial & Residential Market
Basic Tasks: Credit and market research & analysis including ratio analysis, working capital analysis, benchmarking, competitive and strategic insights, SWOT, PESTLE, company profiling, industry insight, pitch-book and level 1 credit paper including DCF, direct cap, cost approach and sales comparison of mortgages (real estate). Sources are Factset, Reuters, Capital IQ, IBIS, Mintel, brokers’ reports, Onesource, D&B Hoover, company filings and website.
Other Tasks: Trainings, process improvements, coordination with onshore/offshore counterparts, ensuring data integrity and adherence to SLA.
Tools Used: WebEx, SQL, Business Object and MS Excel.
Key Achievements:
Raised several pitch-in ideas to automate/enhance the processes.
Received several thank you notes (appreciation messages) from the clients globally.

Credit ResearchMarket AnalysisSWOTPESTLEDCFDirect Cap+4

Markit

Analyst

May 2013 – Aug 2015 · 2 yrs 3 mos · Noida Area, India

Reference Data - Loans
Basic Tasks: Reference date management, asset setup and amendments, secondary research over the databases like Factset, Reuters , SEC filings and investor relations, client services and pricing. Documentation, training and mentorship to juniors and peers across locations.
Other Tasks: Trainings, process improvements, dashboard data reports, coordination with onshore/offshore counterparts, functional testing, ensuring data integrity and adherence to SLAs.
Tools Used: SQL, JIRA, WebEx and MS Excel.
Key Achievements:
Undertook ownership of Loans Reference Data process and standardised every single step of it.
Raised and implemented several JIRAs for automation/enhancements with the assistance of developers.
Received Markit Achievers’ Award for the excellence towards clients’ services and process improvements.

Reference Data ManagementClient ServicesDocumentationTrainingProcess Improvements