Functional Skills
Business Analysis
Business Development
Business Operations
Financial Due Diligence
Financial Modeling
Market Research
Investor Relations
Commercial Due Diligence
Benchmarking
Investment Banking
Customer Relationship Management
Blockchain
Real Estate Investing
Business Communication
Corporate Finance
Software Skills
SAP CRM
Microsoft Excel
SQL
Blockchain
Tableau
Yardi
Bloomberg
Capital IQ
Data visualization
Certifications
CFAChartered Financial Analyst
Sector Experience
Business Services
Energy
Financial Services
Real Estate
Technology
Languages
English
Hindi
Experience
State Bank of India
Finance
Credit Manager – Corporate Commercial Banking
11/2023 - 12/2024
• Active engagement with stakeholders (Big Banks, brokers, agents, lawyers) for debt syndication and real estate portfolio.
• Performed financial due diligence and investment risk assessment for corporate & real estate portfolios for appraisals and underwriting.
• Conducted research on real estate investment trends, including property values, rental yields, vacancy rates and market dynamics.
• Undertaken sensitivity analysis, projections, current analysis on the portfolio and writing credit proposal and investment memos.
• Review and monitor the financial and operational performance of portfolio accounts on periodic basis per regulatory requirements.
• Proactively monitored market data, economic indicators and risk triggers to assess impact on portfolio.
• Performed financial due diligence and investment risk assessment for corporate & real estate portfolios for appraisals and underwriting.
• Conducted research on real estate investment trends, including property values, rental yields, vacancy rates and market dynamics.
• Undertaken sensitivity analysis, projections, current analysis on the portfolio and writing credit proposal and investment memos.
• Review and monitor the financial and operational performance of portfolio accounts on periodic basis per regulatory requirements.
• Proactively monitored market data, economic indicators and risk triggers to assess impact on portfolio.
Canada Pension Plan Investment Board
Finance
Senior Analyst – Private Equity, Infrastructure and Real Assets
5/2022 - 5/2023
• Supported 75+ deal onboarding, exits, due diligence, structuring and funding for investments worth $400 Mn.
• Performed preliminary due diligence, assist portfolio managers in investment research across industries and sectors.
• Conducted analysis and assessment of investment strategy, risk management practices, legal and operational controls.
• Responsible for building models, tracking new investment ideas and presenting them to the investment committee.
• Collaborated with investment team, internal-external stakeholders to ensure seamless transactional execution and financial compliance.
• Developed system reports for monthly valuation of assets, benchmarking, and portfolio holdings.
• Utilized data extraction tools (SQL, Tableau, Yardi, Simcorp) to develop dashboards for portfolio tracking.
• Performed preliminary due diligence, assist portfolio managers in investment research across industries and sectors.
• Conducted analysis and assessment of investment strategy, risk management practices, legal and operational controls.
• Responsible for building models, tracking new investment ideas and presenting them to the investment committee.
• Collaborated with investment team, internal-external stakeholders to ensure seamless transactional execution and financial compliance.
• Developed system reports for monthly valuation of assets, benchmarking, and portfolio holdings.
• Utilized data extraction tools (SQL, Tableau, Yardi, Simcorp) to develop dashboards for portfolio tracking.
Citco Canada Inc
Finance
Senior Investor Relations
11/2021 - 5/2022
• Effectively led communication between the hedge fund and institutional investors, for all investor related queries.
• Prepared and delivered investor presentations, quarterly reports, financial updates to pro key stakeholders.
• Collaborated with investment team to analyse market trends, industry developments, and financial performance.
• Built and maintained strong relationships with current and potential investors, ensuring a high level of engagement and satisfaction.
• Oversaw investor communications related to fundraising activities, including investment updates, and key business milestones.
• Managed and responded to RFPs and DDQs ensuring accurate responses that align with the firm's investment strategies.
• Prepared and delivered investor presentations, quarterly reports, financial updates to pro key stakeholders.
• Collaborated with investment team to analyse market trends, industry developments, and financial performance.
• Built and maintained strong relationships with current and potential investors, ensuring a high level of engagement and satisfaction.
• Oversaw investor communications related to fundraising activities, including investment updates, and key business milestones.
• Managed and responded to RFPs and DDQs ensuring accurate responses that align with the firm's investment strategies.
Pan Venture Consultants
Finance
Consultant – Investment Banking
1/2021 - 10/2021
• Fostered relationships by liaising with internal & external stakeholders: founders, investors, family offices and advisors across the globe.
• Created a deal flow for new investment opportunities, utilized tools to identify market insights, company data, and sector-specific data.
• Built investor pitch decks, financial models and business plans, valuation analysis and facilitated engagement with venture capital firms.
• Led 10+ startup companies to fund raise USD 100 Mn equity/ token funds/ICOs within real estate, social media and e-commerce sector.
• Generated research reports and whitepapers covering blockchain ecosystem, web3, DeFi, NFT, smart contracts, trends in crypto currency.
• Created a deal flow for new investment opportunities, utilized tools to identify market insights, company data, and sector-specific data.
• Built investor pitch decks, financial models and business plans, valuation analysis and facilitated engagement with venture capital firms.
• Led 10+ startup companies to fund raise USD 100 Mn equity/ token funds/ICOs within real estate, social media and e-commerce sector.
• Generated research reports and whitepapers covering blockchain ecosystem, web3, DeFi, NFT, smart contracts, trends in crypto currency.
Hero Future Energies
Finance
Manager - Investments & New Initiatives, Single Family Office
10/2019 - 6/2020
• Managed multi-asset portfolios by monitoring performance, evaluating asset allocation, and recommending adjustments aligned with market conditions and investment objectives.
• Conducted manager selection based on defined investment strategies, risk management practices and past performances.
• Prepared manager selection reviews, due diligence and presented findings to the Investment committee for MF & PMS.
• Maintained periodic meetings and reviews to assess investment managers' suitability, portfolio changes and performance.
• Conducted in-depth analysis of economic trends, market conditions, and asset classes to identify investment opportunities and risks.
• Tracked financial markets, economic indicators, and geopolitical events to anticipate potential impacts on investment decisions.
• Analyzed financial statements, cash flows, and valuation models to assess the viability and potential returns of investment opportunities.
• Prepared investment memos, regular reports and performance updates for investment committee on regular basis.
• Managed internal & external stakeholders including fund managers, entrepreneurs, legal advisors, bankers, and tax consultants.
• Conducted manager selection based on defined investment strategies, risk management practices and past performances.
• Prepared manager selection reviews, due diligence and presented findings to the Investment committee for MF & PMS.
• Maintained periodic meetings and reviews to assess investment managers' suitability, portfolio changes and performance.
• Conducted in-depth analysis of economic trends, market conditions, and asset classes to identify investment opportunities and risks.
• Tracked financial markets, economic indicators, and geopolitical events to anticipate potential impacts on investment decisions.
• Analyzed financial statements, cash flows, and valuation models to assess the viability and potential returns of investment opportunities.
• Prepared investment memos, regular reports and performance updates for investment committee on regular basis.
• Managed internal & external stakeholders including fund managers, entrepreneurs, legal advisors, bankers, and tax consultants.
Ncubate Capital Partners
Finance
Investment Lead – Single Family Office
9/2016 - 2/2019
• Managed multi- asset portfolio, performed due diligence, performance monitoring, optimized risk and returns through asset allocation.
• Spearheaded policy formulation covering Investment structure, taxation, legal and compliance framework for investment vehicles.
• Performed manager selection, analysis of investment strategy, process, risk management practices, operational controls.
• Prepared product selection reviews, investment due diligence and presented findings to the Investment committee.
• Organised meetings with fund managers, CIOs, CEOs and founders of on regular basis to track performance and deviations.
• Communicated and presented performance, market updates and reports to the investment committee on monthly frequency.
• Collaborate with the CIO and investment team to develop investment strategies, share insights, and assess market developments.
• Researched public and private companies, analysed financial data, examined industry trends, to support informed decision making.
• Covered financial markets, macro indicators, research reports, quarterly results call to understand the impact on investment decisions.
• Establish and maintain relationships with external advisors, founders, tax and legal consultants for smooth execution.
● Other Roles:
• Spearheaded policy formulation covering Investment structure, taxation, legal and compliance framework for investment vehicles.
• Performed manager selection, analysis of investment strategy, process, risk management practices, operational controls.
• Prepared product selection reviews, investment due diligence and presented findings to the Investment committee.
• Organised meetings with fund managers, CIOs, CEOs and founders of on regular basis to track performance and deviations.
• Communicated and presented performance, market updates and reports to the investment committee on monthly frequency.
• Collaborate with the CIO and investment team to develop investment strategies, share insights, and assess market developments.
• Researched public and private companies, analysed financial data, examined industry trends, to support informed decision making.
• Covered financial markets, macro indicators, research reports, quarterly results call to understand the impact on investment decisions.
• Establish and maintain relationships with external advisors, founders, tax and legal consultants for smooth execution.
● Other Roles:
Standard Chartered
Finance
Investment Advisor
12/2013 - 11/2014
• Fostered strong business development relationships with 100+ HNI & institutional clients, SMEs with AUM worth $150+mn.
• Designed investment portfolios covering clients risk profile, Investment objectives, monitoring, and rebalancing of existing portfolios.
• Knowledge shared and cross trained 10 relationship managers on the latest market developments and led teams across 3 branches.
• Designed investment portfolios covering clients risk profile, Investment objectives, monitoring, and rebalancing of existing portfolios.
• Knowledge shared and cross trained 10 relationship managers on the latest market developments and led teams across 3 branches.
Canara Robeco Asset Management
Sales
Channel Lead
7/2011 - 12/2013
• Expanded relationship over 100+ key accounts covering corporate clients, banks, and Pension funds.
• Built and maintained relationships with senior management including CIOs, CFOs, treasury teams, wealth managers, private bankers.
• Led training programs, events for banking professionals on investment strategies, product knowledge and financial markets.
• Handled RFPs & DDQ for corporate investors and distributors and maintaining regular MIS and reporting.
• Built and maintained relationships with senior management including CIOs, CFOs, treasury teams, wealth managers, private bankers.
• Led training programs, events for banking professionals on investment strategies, product knowledge and financial markets.
• Handled RFPs & DDQ for corporate investors and distributors and maintaining regular MIS and reporting.
HDFC
Sales
Channel Lead
7/2008 - 7/2011
• Expanded relationship over 100+ key accounts covering corporate clients, banks, and Pension funds.
• Built and maintained relationships with senior management including CIOs, CFOs, treasury teams, wealth managers, private bankers.
• Led training programs, events for banking professionals on investment strategies, product knowledge and financial markets.
• Handled RFPs & DDQ for corporate investors and distributors and maintaining regular MIS and reporting.
• Built and maintained relationships with senior management including CIOs, CFOs, treasury teams, wealth managers, private bankers.
• Led training programs, events for banking professionals on investment strategies, product knowledge and financial markets.
• Handled RFPs & DDQ for corporate investors and distributors and maintaining regular MIS and reporting.