Sudheer Tripathi

Address: #****, ** ******* ** ****, Toronto, ON, M4Y 1R6 Mobile: 647-***-**** Mail:ab9eji@r.postjobfree.com

EXECUTIVE SUMMARY

Experienced business analyst with about six years of experience in software development, and four years of

experience in project management and business analysis within financial services industry

Hands on experience with Excel modeling, Macro & VBA programming, data analysis, data modeling

Demonstrated ability to effectively manage multiple activities of varying complexity in a sophisticated matrix

management organization while under time constraints

Hands on experience with market data feeds, client data feeds, reference data feeds, data validation, requirement

specification and user test case preparation

Good understanding of software development methodologies such as W ater Fall and Agile methodology

Good knowledge of database query (SQL), database management, and operating systems – W indows and UNIX

Excellent understanding of Capital Markets, Risk Management, and Securities Operations

Good understanding of securities operations, trade life cycle, settlement cycle & front/ middle/ back office operations

of Securities Trading Organizations (STO)

Excellent concepts of asset classes such as fixed income, equities, derivatives

Good understanding of ratings and rating methodologies

Good understanding of Dodd Frank, Basel II, and Basel III

AREAS OF EXPERTISE

FIX Protocol

Advanced Excel/VBA Skills Bloomberg Terminal

MS Visio, MS Project

Microsoft Office Suite Capital IQ

Credit Rating Methodologies

SQL/Oracle/PL/SQL Thomson Reuters Terminal

W indows/Unix Client Relationship Management

Shell Scripting Project Management

EMPLOYMENT EXPERIENCE

THE M ARK NEWS, TORONTO, CANADA

Global Investing Research Analyst, Sep 2012 – Jan 2013

Created an Excel model for multivariate analysis to compare correlation between macro-economic variables across

economies of emerging markets

Carried out industry and company analysis to uncover macro -economic trends across industries of emerging

markets

Created a financial model to evaluate stock prices using various valuation techniques, and used reverse

engineering models to investigate market’s assumption about the growth of the firms

W orked closely with the Chief Content Officer to develop a report on investment opportunities in emerging markets

TORONTO ENTERPRISE FUND, TORONTO, CANADA

Summer Intern, Jul 2012 – Aug 2012

Evaluated retail companies by creating a financial model, performing a detailed company and industry analysis,

and using several financial valuation techniques

Prepared a report of investment recommendations and presented the final investment thesis to the portfolio

managers

Created a framework using spreadsheet modeling to evaluate businesses on firm’s key investment criteria

THOMSON REUTERS, SINGAPORE/BEIJING, CHINA

Lead Business Analyst, 2009 - 2011

Led a team of seven analysts located internationally to provide coverage of business solutions for Hong Kong,

Singapore & Australia financial markets

Developed and enhanced Thomson Reuters market rule logic for real time and value added data using the market

data feeds

Conducted market data-feed analysis, Thomson Reuters data modeling review, business requirement analysis &

impact

Created requirement analysis documents interviewing user community and designed system test case documents

Sudheer Tripathi

Address: #2014, 35 Charles St West, Toronto, ON, M4Y 1R6 Mobile: 647-***-**** ab9eji@r.postjobfree.com

Designated as Thomson Reuters’ product subject matter expert, creating content for global knowledge database

and conducting company-wide webinars

Developed a financial model in Excel using market data to track Taiwanese Indices in real time to help clients

manage financial portfolios, adding m ore than US$2.1M in annual revenue

Conducted data analysis with volumes of financial data from real-time systems

Senior Business Analyst, 2007 - 2009

Designed financial data models and data flow using MS Visio

Conceived and developed Implied Volatility Surfaces for options on commodity futures on Thomson Reuters’

products – 3000Xtra, Power Plus Pro

Developed a strategic road map for outsourcing back office data collection saving US$1.8M, managing

communication across Australia, the UK and Singapore

Received Fast Forward Award for exceptional leadership and driving revenues in excess of US$2M

Team Leader, 2005 - 2007

Led implementation of key offshore strategy realizing US$1.6M in annual savings

Set up a global development team of over 25 managers and engineers in Beijing, China

Designed and implemented a desktop tool to reduce time-to-market for European Derivatives, resulting in savin gs

of more than US$2.8M annually

UBS INVESTMENT BANK, LONDON (UK)/SINGAPORE

Senior Consultant, 2004 - 2005

W orked with Polaris Software Lab’s largest client UBS Investment Bank

Conceived and designed an automation solution to monitor uptime of wealth management products of UBS

Led offshoring efforts of UBS to set up support center in Singapore

HCL TECHNOLOGIES LTD, GURGAON, INDIA

Software Engineer, 2001 – 2004

Led a team of six engineers to ensure timely delivery of IT solutions for HCL’s biggest r etail client, Dairy Farm Ltd

Project leadership via key technology innovations led to several benefits for the client including reduced downtime,

25% reduction in system failure rate, and increased annual cost savings of more than 30%

PATNI COMPUTER SYSTEMS, MUMBAI, INDIA

Software Engineer, 2000 - 2001

Ensured quality and timeliness in software deliverables for daily operations of GE Finance by addressing key

requirements

EDUCATION

Rotman School of Management, University of Toronto, Toronto, ON

M.B.A. Candidate, Major in Finance, 2013

Placed 5 in Rotman Portfolio Management Competition 2013 generating 6.5% return over four months

th

Evaluated Dollarama Inc. and pitched a “Buy” on the stock for BMO Stock Pitch Competition 2011

The Marquee Group Workshops: Advance Data Manipulation with Excel, Building a Financial Model

CFA Institute, Charlottesville, Virginia

CFA Level II Candidate, June 2013

National Institute of Technology, Rourkela, Rourkela, India

B.Eng. (Honors), Ceramics (Material Sciences) Engineering, 2000

Top 5% of the college, Recipient of graduate scholarship

Chief editor of college magazine with readership in excess of 2,400

Elected head of College Book Bank with assets over US$ 1.6M

ADDITIONAL ACTIVITIES

Certified Yoga Instructor, Yoga Nikam Kutir, Singapore, 2008-2011

Founder, Praachi Foundation (India), a non-profit dedicated to improving the educational and healthcare needs of

underprivileged children; won Thomson Reuters Community Champion Award, 2010

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