MBA (Finance) with 9 Years of experience in Financial Services sector in the areas of Credit Underwriting, Financial/Business Analysis, and Relationship Management. Extensive work experience in Commercial Banking, Trade Finance, Equity Trading, FX Risk Management Advisory and Debt Syndication. Rich Experience in Export-Import finance and documentation. Sound product knowledge and experience in various Trade Finance products viz. Domestic/International Factoring, Vendor Finance and Letters of Credit etc. Possess strong analytical skills; experience with reviewing complex Financial data, P&L and Balance Sheet analysis, Ratio Analysis, Trend Analysis. Familiarity with Sensitivity Analysis and Scenario Analysis. Thorough understanding of Capital Market products e.g., Equity, Forex, and Fixed Income. Experience in equity trading (Spot, Futures & Options). Extensive experience in Credit Underwriting for Corporate/Commercial Banking clients. In-depth understanding of banking products and processes. Rich experience in handling Client Relationships. Excellent interpersonal and communication skills, ability to consistently meet deadlines, and network and attract new business. Experience working with multiple stakeholders and various internal departments of the organization. Experience in designing various innovative financing Product Structures. Hands on experience in making Product Notes and Documentation.Seasoned Investment Banker adept at cultivating partnerships and building lasting relationships across all business sectors. Driven and self-motivated Investment Banker with stellar sales ability and remarkable creativity. Diligent and driven [Job Title] who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.
Highlights
Proficient user of MS Word, MS Excel and MS PowerPoint, familiarity with Visio and MS Project
International finance expertise
Bilingual in [languages]
Financial modeling
Superior research skills
Advanced computer proficiency (both PC and Mac)
Financial analysis
Expert in MS Office Suite
People-oriented
Excellent time management skills
Excellent communication skills
Self-motivated professional
Detail-oriented
Experience
01/XXX4 to 08/XXX4
Assistant Vice PresidentJefferies Financial Group Inc. – Miami, , India
Risk Management Responsibilities: Provide FX Risk Management services to clients, and reporting of Mark to Market Gains/Losses on outstanding current Forex position.
Work with CFOs/Finance Managers of the clients to understand their Forex exposures and help them mitigate Forex risk by using various financial instruments and risk management tools.
Work with the Research Team and understand market trends.
Update Forex Advisory clients on market scenario and their exposure profile.
Apprise clients of important events affecting currency movements and its impact on their exposure.
Handle Debt Syndication proposals, understand funding requirement of Corporate clients and propose suitable banking/financial products and structure; liaison with Banks and FIs and get the desired facilities sanctioned to clients; help clients resolve credit queries raised by the lender.
Help clients execute legal documents post sanction.
Provide Capital Structure Advisory services to clients.
Advise suitable financing products and structures and find Lenders/Financial Institutions to fulfil client's capital requirements.
Accomplishments: Helped the company in setting up Capital Advisory and Debt Syndication services.
Utilized Banks and Financial Institutions network to grow the debt syndication business of the company.
Helped team in executing various syndication proposals and provided valuable inputs and guidance in credit related queries.
10/2006 to 01/XXX4
Assistant Manager - Credit Underwriter/Financial Analyst/Relationship ManagerSBI Global Factors Ltd – City, , India
Managing a four member team and lead effort for preparation of detailed Credit Proposal for new sanctions and amendments.
Perform and review detailed Financial Statement Analysis, Ratio Analysis, Trend Analysis and Scenario Analysis reports, etc.
Conduct regular meetings with Corporate banking clients for business opportunities and understand their business and financial needs.
Actively involve with structuring of products and transaction structure for clients based on the internal Credit Parameters.
Participate in various forums to promote company's innovative products for Export-Import Finance and receivable management.
Lead co-ordination effort from Bangalore region with Operations team to help clients with Legal and Operational documentation post sanction.
Conduct site visits and ensure timely completion of mortgage & charge creation.
Undertake regular review of assigned accounts and take proactive steps to prevent any fraud and default.
Regular follow up with NPA clients; liaison with internal departments for effective resolution of NPA accounts.
Prepare monthly Financial reporting for the branch and participate and represent Bangalore region in monthly Client Review Steering Committee Meetings.
Impart training and supervision to new recruits to improve their understanding of products and processes.
Evaluate performance of junior resources and determine development needs.
Accomplishments: Handled credit underwriting of major clients of Bangalore branch and designed innovative product structures to fulfil their financing needs.
Was instrumental in growing Bangalore branch and helped the company build a strong network of clients from different industries.
Involved in Product Development, prepared a comprehensive Product Note for "Vendor Financing".
04/2006 to 09/2006
Equity Dealer/Financial AdvisorKotak Securities Ltd – City, , India
Understand client's needs and investment objective and manage their portfolio taking resource constraints into account.
Manage overall investment portfolio of the clients with an aim to maximize return on the portfolio.
Gain thorough understanding of Indian Stock Market by continuous involvement in day to day trading and investment activities.
Perform Industry research and analyze various sectors and companies and provide valuable inputs to clients with regard to investment options.
Education
Expected in 2006
Master of Business Administration: Finance ICFAI Business School - Bangalore, GPA: Finance
Expected in 2003
Bachelor of Arts: Mathematics Gaya College - Gaya, GPA: Mathematics
Expected in 2008
Diploma: International Factoring - , GPA: International Factoring
Expected in
FCI (Factors Chain International): - , GPA:
Skills
banking, Credit, Client, clients, documentation, Finance, Financing, Financial, Financial reporting, Financial Statement Analysis, Forex, Industry research, Legal, legal documents, Managing, Mark, market trends, Market, Meetings, MS Excel, MS PowerPoint, MS Project, MS Word, network, processes, Product Development, proposals, Proposal, reporting, requirement, Research, Risk Management, supervision, Trend, underwriting, Visio
Additional Information
VISA STATUS: Green Card (eligible to work in the USA)
Linkedin Profile: https://www.linkedin.com/pub/Jessica-Claire/5/734/829
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