Sudheer Tripathi
Address: #****, ** ******* ** ****, Toronto, ON, M4Y 1R6 Mobile: 647-***-**** Mail:****************@*****.***
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-***-**** ****************@*****.***
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