Social Media Machine Learning

AMIT MARWAHA

Austin, Texas 512-***-**** *********@*****.***

Linkedin profile Github page

Experienced financial executive: Over a decade of experience within finance. Successful raising capital, and leading finance teams deploying capital and directing corporate financial strategy

Well-rounded professional: Diverse skillset comprising of valuing businesses, measure risk, mentoring talent, and deploying technology to finance teams

Effective communicator: Adept at balancing complexity with messaging key financial drivers, executing on strategic initiatives, and articulating value propositions to Executives teams and Institutional investors

Skilled relationship builder: Developed relationships across industries, relationships across global financial institutions, investment firms and publicly listed companies

Applied technical skills: Applying data science and cloud-based tools to finance & strategy functions KEY AREAS OF EXPERTISE

Managing Teams

Raising Capital

Content Development

Advanced Problem Solving

Github – AWS

Interpersonal Communication

Strategic Analysis

Investment Management

Data Management

Machine Learning

Financial Modeling

Research Methods

Regulatory/ESG reporting

Risk Management

Python

Lithia & Driveway (NYSE: LAD, $8 BN market cap)

Director, Investor relations & Strategic Finance/FP&A 2022 – 2024

Responsible for developing and managing communication with investors, analysts and internal stakeholders

Led the monthly corporate forecasting process, including annual planning, KPI’s and monthly reporting

Worked with Accounting, Legal, Treasury teams to develop liquidity, credit and share buybacks programs

Lead quarterly earnings cycles – communication, presentations, press releases, investor calls

Managed team of analysts, coupled with corporate access and investor related events

Developed models to analyze capital budgeting, M&A and structuring opportunities

Presented analysis to board and management teams related to strategic initiatives BigCommerce (Nasdaq: BIGC, $3 BN market cap)

Lead, Investor relations 2021 – 2022

Managed materials for quarterly earnings, conference calls, presentations, Q&A

Developed communication, financial results and strategy for institutional investors & research analysts’

Built NDR’s and marketing initiatives targeting growth/tech equity investors

Worked with Legal and Accounting teams on capital raising and M&A related initiatives

Created ML/AI tools to improve earnings scripts, press releases and presentations

Developed ESG disclosures for rating agencies and governance committee

Built quantitative tools to understand trading flows, investor positioning and social media sentiment Bhakti Capital Advisors

Consultant 2020 – 2021

Advised early-stage start-ups on capital raising efforts

Built tools to manage earning estimates, shareholder positioning, valuation/comps, trading flows

Designed investor presentations and communication focused on capital raising and simplifying messaging

Utilized machine learning tools to perform sentiment analysis and improving communication strategies

Sector and company valuation and potential strategies to increase shareholder base and liquidity [Nasdaq: Golar

(GLNG)]

Analyzed strategies to improve ESG ratings and scorecards with agencies/investors

Created social media tools to expand brand awareness and target retail investors PROFESSIONAL SUMMARY

CAREER PATH

Tellurian (Nasdaq: TELL, $2 BN market cap)

Director – Investor Relations & Finance 2017 – 2020

Responsible for raising capital, building investor base, and communicating strategy to institutional investors

Developed valuation tools and financing strategy for $20BN integrated infrastructure project in US Gulf Coast

Built investor presentations and quarterly earnings disclosures

Developed ESG strategy and improving scorecards with rating agencies

Led non-deal roadshows and investor conference process

Created social media strategy and organically built out of platforms with limited resources

Managed team of analysts to maintain models, special projects and assisting with investor communication

Increased sell-side coverage to over 12+ broker/dealers in two years following IPO Fidelity Investment Research & Analysis

Research Analyst, North American Infrastructure, Renewables, Energy 2013 – 2017

Responsible for covering investments within infrastructure, energy, and power related portfolios

Prepared detailed company valuation models and risk management tools for portfolio holdings

Managed relationships with industry experts, regulators, and management teams

Collaborated with global research teams and portfolio managers on holdings, portfolio risk and themes

Created ESG screening tools to manage factor exposure within portfolio

Amongst top 10% of analysts across firm in terms of performance related to stock selection Citigroup Investment Research & Analysis

Senior Research Associate, Integrated Natural Gas Utilities 2010 – 2013

Published detailed and actionable investment recommendations on infrastructure/power/energy equities

Responsible for stock ratings, and target prices for over 15 publicly listed companies across North America

Developed tools to analyze company fundamentals and risk management strategies

Leading non-deal roadshows with management teams

Performed analysis of power/midstream assets and impact on environmental/sustainability scorecards

Worked with global commodity teams to develop thematic trades

Collaborated with Sale & Trading desks on actionable ideas, impact of transactions on valuation and sector

Team ranked #1/2 by Institutional Investor during tenor Capital Power Corporation

Valuation Associate, Business Development 2009 – 2010

Performed valuation, due diligence, and structuring acquisitions of power assets

Developed quantitative models to predict economics of merchant and contracted power plants

Collaborated with Legal, Accounting, Environmental teams to assess impact of renewables exposure Deutsche Bank

Associate, Global Capital Markets 2008 – 2009

Assisted corporate clients and hedge funds with pricing commodity products

Improved the ability of commodity traders to mitigate portfolio risk by creating analytical models

Created financial and marketing decks for strategic & financial buyers of assets

Scotiabank

Associate, Research & Trading 2001 – 2006

Working with portfolio managers to investments across Canadian equities

Designing models portfolios to managed asset allocation process

Communicating fundamentals, valuation and portfolio sizing to investor base and discretionary managers EDUCATION

University of Texas at Austin – MBA, McCombs school of business Austin, TX York University - BA Economics Toronto, Canada

Position Overview

POSITION OVERVIEW: Apollo is seeking a Director to join their expanding New York City-based Product Management team as part of Client & Product Solutions ( CPS). The Director will specialize in one of two areas, either asset backed finance or private equity &/or secondaries with a specific focus o n global wealth offerings. The Director will assist in coordinating new product launches, facilitate material & co ntent required by either funds or prospective investors, support the growth & maintenance of various product lines, manage active fundraise processes & work with i nternal & external stakeholders. PRIMARY RESPONSIBILITIES:

• Partner with Product Management, Client Portfolio Managers (CPMs), and investment professionals to manage all aspects of the Product Management function for products eit her in our Asset-Backed Finance or Private Equity/Secondaries vertical.

• Collaborate with Product Management, CPMs and other key stakeholders to formulate, update and continuously aim to strengthen Apollo’s strategic messages to both prospective and existing investors with effective and timely presentation material.

• Collaborate on product co ntent and the refresh of materials on a consistent basis; strive to equip sales t eams & investment professionals with best-in-class marketing/support (e.g., whitepapers, performance talking points, content for webcasts, etc.)

• Work with Product Team heads to ensure co nsistency in messaging and information relayed externally.

• Managing aspects of supporting & reporting on active f undraises within their purview.

• Coordinate review meetings with senior management to inform quarterly processes and subsequently synthesize into external messaging.

•

Contact this candidate