Team Lead Resume Example Exevo Gurgaon

TEAM LEAD

Career Focus

I have 6 years of professional experience working with majority of global banking, and Independent Research clients based out of US, Europe/UK, and Middle East. My primary areas of expertise include equity and credit research, financial modelling and valuations, fixed income research, acquisition target identification and M&A valuations. I have primarily covered Pharmaceutical and Biotech companies providing buy/sell recommendations, writing investment thesis, calibrating pre-built financial models with latest market data, and performing valuations. Further, I have provided research support for Telecom, Fish Farming, Media and Communication, and Shipping sectors to the various clients. This involved building and maintaining the financial models for stocks under coverage, tracking daily news to provide short commentaries, and providing assistance in new initiations. I have also worked for an investment bank preparing pitch books, performing detailed due diligence of debt deals, and identifying the potential targets for Mergers and Acquisitions. I possess a solid financial modelling background and have developed several models and tools in excel & VBA. My experience includes, but is not limited to, developing valuation models, credit rating models, debt portfolio forecasting & analysis models, Bloomberg linked financial analysis models, and bespoke corporate finance models for a diverse clientele in different sectors.

Summary of Skills

Financial/Research Databases: Bloomberg, Reuters, CapitalIQ, Factiva, Onesource *MS Office: Advanced Excel, VBA, Power-point

Accomplishments

lt;Bloomberg starmine rated analyst>.
Awarded highest performance ratings in the company - FY2012/13, 2013/14, received excellent client and internal senior leadership feedback for indices roll-outs.

Professional Experience

Team Lead10/2013 － 07/2015Exevo Gurgaon

I led the Financial Research group having multiple analysts and senior analysts, providing research and modelling services to investment banking clients in Middle East.
With my dedicated efforts, I was able to expand the group's radar in highly specialized service areas of finance, which solicited high business volumes for the firm.
My role was multi-faceted and involved all aspects of project management, people management, new business development, and client relationship management.
Areas of work Transaction Advisory Services: Analysed business plans and validated client models to test the soundness of their key assumptions, identified key risks and mitigants, determined debt-repay capacity and evaluated the investment returns under different scenarios.
Supported the client team in due diligence, reviewing transaction documents, preparation of the marketing documentation and process management through to deal negotiation and closing Prepared client pitches, proposals, teasers, information memorandums, term sheets and other marketing material.
Prepared transaction memos for the Board, Management Committee, Credit and Sharia Supervisory Board Pitch Books include studying the company's business, industry trends, and financial statements, key ratios such leverage and liquidity position, and assessment of cash flow and profitability of the target; analysing the key developments by keeping track of earnings releases and press release Performed company valuations using DCF, NAV, comparable company and precedent transaction analysis Researched and studied various industries in the Middle East market such as real estate, healthcare and macroeconomic, equity capital markets and debt capital markets updates Prepared and reviewed extensive Credit reports of various sectors covering company, industry, and financial analysis Financial Modelling Services Debt portfolio forecasting & analysis tool: This tool was developed in Excel and VBA.
It generated detailed cash flow forecast incorporating different debt repayment structures, IRR sensitivities, Asset values at exit, Option analysis, financial statements, and pre-delivery function.
Credit Rating Tool: Developed an excel based rating tool using qualitative and quantitative factors to arrive at the rating of obligor and debt facility Project / People Management, and new Business Development: Project & Client Management: Managed the scoping, structuring and quality of client deliverables, handled all key client communications.
Served as an active liaison between the team and the clients in all phases of engagement.
People Management: Managed the hiring activities, learning & development activities, goal setting, performance appraisals and promotions, work allocation, and all other related activities for my group.
New Business development: With the help of my team, I developed several live proof-of-concepts and other marketing materials for new business development.
This included samples of equity reports, credit reports, and market sizing reports of niche industries, corporate finance models, and other ad-hoc power-point presentations.

Senior Associate03/2011 － 09/2013SMART CUBE

The Smart Cube (TSC) is an international business and investment research firm with presence in India, US, UK and Romania.
The financial research division of the firm provides customised investment research and analyst support to investment banks, corporate banks, asset managers, hedge funds, private equity teams, sell side research houses and corporate finance firms Pharmaceutical Sector Experience (Independent Research house client based out of Paris): As a Senior Research Analyst, she covered 14 European pharmaceutical stocks, including big and small pharma, Biotech and Medtech companies, listed on various global exchanges.
Her role was to build/update financial models of those Pharma companies, performed extensive analysis and research while writing investment thesis and sub-sector pieces, and giving recommendations.
The models/reports developed by her were published on client website/Bloomberg and were used by the client for recommending stocks to various brokerage houses and asset management firms Built detailed financial Models and performed Relative Valuation, NAV valuation, and incorporate the dynamic economic conditions and industry trends into the models.
Forecasted the company's earnings by estimating its operational and financial metrics, pipeline of drugs, impact of biosimilars, and approval of competitive drug in the market Prepared quarterly investment thesis, model updates, wrote sub-sector reports Analyzed and tracked companies on a daily basis and prepared industry/company-specific research reports and commentaries to provide sound investment advice to clients Provided buy/sell/hold recommendation by analyzing financials, pipeline, R&D capability, probability of launch of its under-approval drugs, and competitive drugs, and interviewing the key company stakeholders Frequently interacted with investor's relation of coverage companies as well as with the founder of the client firm to discuss the rationales behind the changes in the recommendations Client: Brokerage House based in UK: She was part of the Global Investment Research (GIR) team providing equity research (financial modelling and valuation) support to the UK team; the main job responsibilities included the following: Assisted Senior Research Analyst of the client team for the coverage of 15 pharma companies Crafted and published research notes on companies under coverage Assisted investment team in stock selection process by performing fundamental analysis Constructed and maintained quarterly financial models with historical and projected earnings Prepared a daily new-letter covering news flow related to all stocks under purview, changes in the returns on the stocks, comparison of returns on pharma stocks vs other sectors Worked on Ad-hoc research based on client requests, Industry research for sectors under coverage.

Associate04/2010 － 01/2011COPALAMBABangalore, India

Copal Amba is the leading provider of offshore research and analytics services to the global financial and corporate sectors.
The clients include leading bulge-bracket financial institutions, Fortune 100 corporations, mid-tier companies, boutique investment banks, and funds .Copal Amba is a Moody's Analytics company.
Simran has worked as an analyst for the financial institution and was responsible for providing research support to the onshore team for the Nordan region fish farming sector by providing financial modeling, earnings update, industry research, daily news flow, and other ICR support to the onshore team.

Analyst07/2009 － 03/2010REVAL ANALYTICSPune, India

My roles and responsibilities include: Understanding the business model of the company and identifying its key operational drivers.
Gathering the historical data to analyse the trend of the drivers, and thus, the overall performance of the company.
Quantifying the impact of various fundamental variables to forecast the financials.
Performing the analysis using various valuations methods such as DCF, NAV and Peers Valuation, which are used by the practitioners in the industry.
Performing the scenario analysis to analyse the marginal impact of each of the fundamental factors used in the forecast.
Liaising with the users of the model to explain the functionality and cognitive capability of the model.

Education

Authorized to work in USA EDUCATIONAL QUALIFICATIONS *Chartered Financial Analyst (CFA) Level III Candidate from CFAI, USA Aug 2014:

Apr 2009MBA:ICFAI Business School - FinanceFinance

2007Bachelors:University of Punjab Apr - ScienceScience

Skills

Ad, Analyst, asset management, Bloomberg, business plans, capital markets, cash flow, closing, competitive, Client Management, corporate finance, Credit, Client, clients, Databases, delivery, documentation, drivers, due diligence, equity, estimating, Excel and VBA, finance, financials, Financial, financial analysis, Financial Analyst, financial modeling, financial statements, forecasting, funds, goal setting, hiring, Industry research, international business, investment banking, notes, People Management, marketing, market, marketing materials, marketing material, Excel, MS Office, power-point, radar, negotiation, New Business development, performance appraisals, presentations, press, process management, project management, proposals, quality, real estate, relationship management, Research, research reports, Reuters, sound, Supervisory, trend, Valuation, VBA, website

Resume Overview

Companies Worked For:

Exevo Gurgaon
SMART CUBE
COPALAMBA
REVAL ANALYTICS

School Attended

ICFAI Business School
University of Punjab Apr

Job Titles Held:

Team Lead
Senior Associate
Associate
Analyst

Degrees

Authorized to work in USA EDUCATIONAL QUALIFICATIONS *Chartered Financial Analyst (CFA) Level III Candidate from CFAI, USA Aug 2014 :
Apr 2009 MBA : ICFAI Business School - Finance
2007 Bachelors : University of Punjab Apr - Science

Team Lead Resume Example

Resume Score: 90%

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