Apr 2021 – Jan 2025 · 3 yrs 9 mos · Bengaluru, Karnataka, India

Feb 2018 – Mar 2021 · 3 yrs 1 mo · Bengaluru, Karnataka, India

• Working as an associate to an offshore portfolio manager.
• I am responsible for building and updating financial models from scratch for coverage companies across sectors and across globe.
• I do calls and one-to-one meetings with Management of offshore companies. Travelling offshore with client to meet the management of companies.
• Proactively tracks market, industry specific and company news and highlight the same to client.
• In-depth analysis of market valuation and share price trend, ascertaining fair value using various valuation methodology like DCF and multiple approach.

Apr 2016 – Feb 2018 · 1 yr 10 mos · Chennai, Tamil Nadu, India

• Part of Equity Research team for 1 of the Top 10 globally ranked Investment Bank based in Europe.
• Got ‘Role Model’ ranking for consecutive 2 years which is top notch ranking in the organization.
• Preparing Research reports on Sector thereby bringing out the Sector trends (like Sector Performance, Sector Life-cycle trends, etc.) in various economies and Companies performance in the sector. Preparing Report on major M&A for the client.
• Handling Thematic Research to identify new investment thesis, impact on portfolios, value creative and disruptive companies, etc. Sending thematic updates every fortnightly and monthly.
• Winner of CROCStar award for First position. A competition organized by CRISIL on Best Financial Modeling and Investment Reports among all the Research Analysts in the Department. Being winner, presented the Model to the Investment Banking Client Analyst and to all the Research Analysts in the department.
• Awarded Acknowledging and Celebrating Excellence (ACE) and Clap awards. Have been nominated for Bright Spark Award and Customer Delight award.

Aug 2012 – Aug 2015 · 3 yrs · Mumbai

• Role and Experience:
• Designed, developed and implemented SOP in the form of CAATs, thereby implementing auditing best practices and various SAs in the field of Statutory Audit and Tax Audit.
• Leading, managing and guiding teams for different assignments in areas of Statutory Audits, Internal Audits, Tax Audits, Finance Consolidations as per AS, Transfer Pricing, Certification, Consultation, etc.
• Certification under various legal and regulatory frameworks to be filed with various Statutory bodies like RBI, Registrar of Companies, SEBI ,Income Tax Department, Department of Scientific & Industrial Research, etc.
• Handled all assignments from basic planning stage till finalization at corporate level including preparation of Deliverable. Also, conducted Quality Control Review as per SQC – 1.
• Planning and preparing strategies for the assignments like preparing Audit Plan.
• Conducted meetings and discussions between the Partners and Senior Management of the client and take active part therein.
• Actively involved in continuance of client relationships and engagements.
• Assignments Handled:
• Statutory Audit
• Limited Review
• Tax Audit
• Internal Audit
• Special Audits
• Certification
• Corporate Governance Review
• Transfer Pricing
• Consultation