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Financial Analyst Capital Markets, reports for asset summary

Location:
Santa Clarita, CA
Posted:
January 09, 2024

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Resume:

Srividhya Sarayu Sridhar

818-***-**** ad2lnw@r.postjobfree.com

STEVENSON RANCH, California 91381

Focused and dedicated financial analyst, having 4+ years of experience in capital markets. with specialization in Asset Summaries. Would love to transmit my knowledge, enthusiasm and creativity into a vibrant and enriching career. Willing to learn new aspects to enhance my contribution.

SUMMARY

• Assest summary report generation for

US and German real estates

• Information Gathering

• Documentation and Reporting

• Analytical Thinking

• MS Office

• Data Processing

• Process Improvements

• Continuous Improvement

• Presentation Development and Delivery

• Willing to learn

SKILLS

08/2019 - 02/2021

07/2006 - 06/2010

Capital Analyst

Spring 11 Chennai,India, Tamilnadu

• Handled CMBS Markets and Asset Summaries (U.S. Real Estates)

• Was involved in preparing the asset summary reports for office, retail, multifamily, self-storage, mixed use, and student housing properties.

• Have worked on various Portfolios including more than 20 Properties.

• Referred various Appraisal Reports prepared by different Appraisers such as CBRE, Colliers International, Newmark, BBG, Cushman & Wakefield, and Walker and Dunlop, in formatting the Asset Summary Report.

Senior Financial Analyst

Zenta Chennai, Tamil Nadu

• Worked on different products like CMBS/CDO Asset Summaries for Commercial Underwriting, Offering Memorandum, One Page Asset Summary, Lease Abstracts, Preliminary Loan Sizing, Underwriting & Re-Underwriting, Loan Servicing, Due Diligence of Third Party Reports, Valuation of properties (including single and portfolio of real estate properties) in U.S. and Germany.

• Have worked for Clients like Wachovia, S&P, and Nomura

• Have referred to the Appraisal Reports prepared by various Appraisers such as CBRE and Colliers International, Newmark, BBG, Cushman & Wakefield, and Walker and Dunlop.

• Assignment of deals to other members everyday

• Review the draft Asset Summary for the clients in US and Germany, and for the Credit Rating Agencies.

• Regular client contacts and updating the team with the clients guidelines on a daily basis

• Enabled training and process improvement for quality enhancement of the Asset Summary

EXPERIENCE

• Drafted SOP (Standard Operating Procedures) for each of the products in Asset Summaries

• Credit Rated Tenant Research/Profiles

• Delivered high quality deals for six continuous months with zero error rate, got appreciation from the manager.

• Able to review in the second level, all deals with respect to Asset Summary Group

(Capital Markets).

• Identified opportunities for process improvements across the organization.

• Provided recommendations based on data analysis results.

• Created reports, presentations, and other documentation for stakeholders.

• Collaborated with cross-functional teams on projects related to analytics initiatives.

• Maintained accurate records of all data collected during analysis processes. 06/2006

06/2004

MBA: Finance And Marketing

ST Marys School of Management Studies, Chennai,India Bachelor of Commerce: Commerce And Accounting

MOP Vaishnav College For Women, Chennai,India

EDUCATION AND

TRAINING

• Undergoing SDLC and Understand and Elicit Requirements with Business Analysis courses in Udemy.

CERTIFICATIONS

ACCOMPLISHMENTS • Received Gold medal in MBA for final semesters WEBSITES, PORTFOLIOS, • https://www.linkedin.com/in/srividhya-sarayu-sridhar-53730853/ PROFILES



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