Management Analyst

SATYEN

240-***-**** abno4v@r.postjobfree.com

SUMMARY:

• MBA graduate with 6+ years of experience in financial modeling, equity analysis (in Lehman Brothers), Asset management,

forecasting and budgeting.

EDUCATION

UNIVERSITY OF MARYLAND, ROBERT H. SMITH SCHOOL OF BUSINESS 2008

• MBA, Major: Finance CFA Level 1 Candidate GMAT: 720 (95 percentile in Quant.)

• Honors: Dean’s Fellow with full scholarship for outstanding academic and professional achievements.

• Equity Analyst for the university endowment fund.

• Courses- Valuation Techniques, Financial Restructuring, Equity Analysis, Financial Statement Analysis, Investment

Management, Futures & Options.

NATIONAL INSTITUTE OF TECHNOLOGY (REC Trichy) (Among top 8 Engg. Schools in India)

2002

BS in Engineering, Merit scholarship, GPA: 3.8

• Honors: Ranked top 2% in the All-India entrance examination. Ranked top 1% in Mathematics

• "Engineering Scholarship" by Tata Motors for academic excellence

• Awards: National Talent Contest of Mathematics and Intermediate Mathematics Olympiad

PROFESSIONAL EXPERIENCE

THOMSON FINANCIAL

2009 - Present

Thomson Reuters Wealth Management division is a leading provider of investment management tools and information

Analyst - Asset Management

• Made overall asset allocation recommendations within the guidelines set forth by the Investment Committee.

• Used software tools to analyze clients’ outside accounts and current portfolio for proper allocation recommendations.

• Reviewed the specific proposals from appropriate vendors.

• Performed due diligence on portfolio managers available within our broker/dealer to decide which will have the best

performance and which will best fit the client’s needs.

EQUIFIRST (BARCLAYS MORTGAGE COMPANY)

2008 - 2009

Equifirst is owned and operated by Barclays and mainly works with Mortgage loans (Corporate & Retails).

Risk Analyst

• Worked with the Risk Management group to understand potential risk of delinquency, foreclosure and design and improve

the process for risk mitigation to avoid losses.

• Prepared financial metrics by analyzing the trends to increase profitability; identified trends and provided analysis on

revenue impacts of new price plans and promotions.

WORLDCELL

2007 - 2008

A Telecom company with partner network operators like Vodafone and Orange in Europe, USA and Asia.

Financial Analyst

• Developed financial models and gave recommendations for potential partnerships leading to three new partnerships in

Romania, Bulgaria and Poland generating business worth $2 M.

• Analyzed subscriber trends to identify areas to focus organizational energy to increase profitability; Identified trends and

provided analysis on revenue impacts of new price plans and promotions.

• Awarded by the CEO for improvising the mediation process and standardizing the billing process.

• Drafted new proposals (RFP) for upcoming opportunities in Europe and US wireless market worth $80K.

MBA PROJECT (Real-life project at University of Maryland, College Park ) Fall 2007

M&A Analyst

• Created a detailed Merger and Acquisition (M&A) report for IHOP’s acquisition of Applebee’s.

• Performed Financial modeling, conducted valuation & market analysis and gave recommendation for acquisition.

LEHMAN BROTHERS 2004 - 2006

Leading Financial Services - Investment Banking, Asset Management and Trading & Research Company

Equity Research Analyst

• Conducted industry analysis and analyzed equity investment opportunities within the Telecom sector.

• Developed financial models, performed equity valuations, conducted and established investment recommendations.

• Designed and implemented financial models to develop earnings estimates using historic and projected information

concerning valuation and risk management strategies.

• Performed extensive due diligence by attending management team interviews and industry conferences, and speaking with

other research analysts and industry experts.

• Published a special comprehensive industry report on breakthrough trends in Indian telecommunication industry.

OMNI AUTO LTD 2002 - 2004

An automotive component company with over $ 100 M in revenue. Clients: Timken India, Timken US, Tata Motors.

Financial Analyst

• Identified opportunities and presented a $2M expansion plan resulting in 3 % revenue increase.

• Coordinated with five-person financial analysts’ team to perform valuations for projects.

• Performed ROI analysis and determined financial viability that led to the rollout of new divisions.

ADDITIONAL INFORMATION

• Deal Maven certification in financial modeling (Level I)

• Evaluated investment opportunities in stocks and mutual funds for managing a $30K family portfolio

• Participated in monthly forum for finance & accounting (GAAP) at Center for Financial Management (CFM)

• Topped the regional Mathematics competition for 3 consecutive years

• Computer skills: Excel, SQL, Word, Power point, Access, ERP, StatPro, SPSS, S plus, C, C++

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