Manager Financial
Resume:
RIMA HARISH NANDA
adhs3n@r.postjobfree.com ** River court, Jersey city 312-***-****
NJ- 07310
EDUCATION
DEPAUL UNIVERSITY, KELLSTADT GRADUATE SCHOOL OF BUSINESS- June-2020
Master’s in financial mathematics-
Relevant course work: Business Statics tools for managers, Calculus, Quantitative methods, Financial Management, Investment Analysis, Financial statement analysis, Advanced corporate finance, Money and capital market, Derivatives valuation, Cases in Investments and Financial engineering, Ethics in Financial markets, Advanced topics in Investments, Portfolio management.
MUMBAI UNIVERSITY, S.K. SOMAIYA COLLEGE OF COMMERCE, Jan- 2018
Masters in Accounts& finance-
Relevant course work: Strategic Management, Economics of global trade & Finance, Advanced Financial Accounting, Advanced cost accounting. International Finance, Corporate Finance, Investment Analysis, Strategic Financial Management, Risk Management.
MUMBAI UNIVERSITY, K.J. SOMAIYA COLLEGE OF COMMERCE, Jan 2012
Bachelor’s in commerce, economics & Accounts-
Relevant course work: Direct & Indirect taxes, C++, SQL, Business economics, Finance, Business Law, Advertising, Financial Accounting & Auditing, Management & Human resource development, Math’s & Statistics, Commerce, Foundation course, Accounts & Financial management.
CERTIFICATIONS
Institute of Chartered Accountant of India - Inter Chartered Accountant 2012.
Relevant course work: Accounts, Direct & Indirect tax, Audit, Business law, cost accounting, Information technology, Strategic management, financial accounting, financial management.
WORK EXPERIENCE
Schulte Financial Group 01/2019- 06/2020
Cincinnati, Ohio
Research Associate- Global Fund (500 million portfolio)
Assist fixed income manager researchers in gathering information about Investment Managers to help better enable evaluation of Investment Managers to identify those who are most capable of generating value for our client portfolios.
Provide high level analytical support on a wide variety of products, markets and managers.
Provide support to the research team in meeting the needs of clients – including analytics, strategic research etc.
Assist fixed income manager researchers in gathering information about Investment Managers to help better enable evaluation of Investment Managers to identify those who are most capable of generating value for our client portfolios.
Provide high level analytical support on a wide variety of products, markets and managers.
Provide support to the research team in meeting the needs of clients – including analytics, strategic research etc.
Coordinate work for one or more of the Rating Reviews Committees and ensuring integrity of ratings details on GIMD.
Prepare and maintain manager research schedules and co-ordinate client commissioned research
Attend manager research meetings and/or external conferences in a support capacity, to further technical knowledge and personal development.
Coordinate work for one or more of the Rating Reviews Committees and ensuring integrity of ratings details on GIMD.
Prepare and maintain manager research schedules and co-ordinate client commissioned research
Attend manager research meetings and/or external conferences in a support capacity, to further technical knowledge and personal development.
Collecting and analyzing financial data using on-line and other sources and coordinating and maintaining databases
Be responsible for writing and publishing research reports as well as communication recommendations to sales, trading and clients
Conduct financial modelling and valuation of stocks for different markets, including A-share and H-share
Identify and deeply evaluate key valuation drivers, thematic views, industry trends, and -idiosyncratic questions
Conduct thematic research, participate in investor conferences, meeting with company management teams, monitor company and industry events
Perform well-structured, deep dive, bottom-up fundamental research on specific companies to produce high conviction investment idea
Strategies applied across; stat arb, reversion, momentum, trend, factor models, relative value, event driven, quanta mental, pattern recognition, machine learning and others.
Provide real-time news analysis to traders, including potential impact.
Help maintain a database of events and option pricing inputs.
Complete regularly scheduled risk reviews of entire portfolio
Construct possible outcomes for both short- and medium-term equity moving events.
Keep up to date with Biotech, Healthcare, Financials, Energy, and Industrial sector research.
The primary responsibility of the Investment Research Analyst is the “ownership” of the opportunities and risk across a broad platform of fixed income investments and to provide investment decision recommendations.
Execute fundamental credit analysis of individual holdings within various fixed income asset classes and recommendations of action where necessary
Research, underwrite, analyze, and monitor multiple fixed income asset classes including bringing names and/or strategies through the investment committee(s)
Provide investment decision recommendations that are aligned to our investment philosophy and fit our long-term strategy
Working with owned and/or outside asset managers to review their General Investment Account fixed income portfolios, strategy and performance and provide recommendations to senior leadership of Global Fixed Income
Conduct In-depth research of various investment-related topics relative to evaluation of potential investment opportunities as well as current GIA holdings.
Accurate maintenance of existing credits and strategies in accordance with Departmental Standard Work.
Quantitative and qualitative review at least quarterly of the analyst’s assigned investments and performance grading in accordance with Department Standard Work.
Assist fixed income manager researchers in gathering information about Investment Managers to help better enable evaluation of Investment Managers to identify those who are most capable of generating value for our client portfolios.
Provide high level analytical support on a wide variety of products, markets and managers.
Attend manager research meetings and/or external conferences in a support capacity, to further technical knowledge and personal development.
The primary responsibility of the Investment Research Analyst is the “ownership” of the opportunities and risk across a broad platform of fixed income investments and to provide investment decision recommendations.
Execute fundamental credit analysis of individual holdings within various fixed income asset classes and recommendations of action where necessary
Research, underwrite, analyze, and monitor multiple fixed income asset classes including bringing names and/or strategies through the investment committee(s)
Provide investment decision recommendations that are aligned to our investment philosophy and fit our long-term strategy
Working with owned and/or outside asset managers to review their General Investment Account fixed income portfolios, strategy and performance and provide recommendations to senior leadership of Global Fixed Income
Conduct In-depth research of various investment-related topics relative to evaluation of potential investment opportunities as well as current GIA holdings.
Accurate maintenance of existing credits and strategies in accordance with Departmental Standard Work.
Quantitative and qualitative review at least quarterly of the analyst’s assigned investments and performance grading in accordance with Department Standard Work.
Understand the possible risks for certain equity positions by providing due diligence on existing positions and keep abreast of major Macro events.
Create and manage partnerships with key external market professionals, including clients and prospects, to identify additional commercial opportunities
Review business and trade publications, annual reports, financial filings and other sources in order to gather, synthesize and interpret data on companies to be covered
Proactively work with fund managers and work on research across the complex to include best investment ideas in portfolios.
Make relative valuation comparisons and investment recommendations to portfolio managers
Maintain coverage of assigned sectors and stocks and make buy/sell recommendations to the portfolio management team
Analyzing and suggesting long and short equity to manager.
Employ a top-down research-driven process to generate investment ideas for portfolio implementation.
Work closely with designing and implementing data from the market modeling team to support financial models and industry trends on an ad-hoc basis.
Assist in the research of various industries, specifically companies within the tech industry.
Perform financial analysis, and modeling. Provide financial market and industry research into the revenue systems team in order to digest large data sets for forecasting simulation exercises.
Assist with quarterly closes and coordinate with Accounting to ensure accurate financial results and reporting meet revenue accounting standards.
Conduct ad-hoc analyses and build financial models, and correlation analysis to inform teams on operating strategies, and new business opportunities.
nalyzing and investing in emerging markets and global equity and bonds.
Actively participate in asset allocation meetings, presenting well thought out investment thesis and asset allocation ideas to portfolio managers, senior team members and Investment Committee.
Assist Portfolio Managers with portfolio construction, monitoring, trading and re-balancing
Continuous research on mutual funds, stocks, ETF’s in which firm has invested using fundamental research into systematic investment process. Analyze mutual funds using expense ratio, management, beta and returns.
LAWRENCE CAPITAL LLC 06/ 2018- 08/2018
Mergers and Acquisition Analyst
Performing company, industry, market and competitor research.
Work with senior executives to identify target domains, perform comparative valuation analysis, secure buy in from other relevant stakeholders.
Initiate early stage discussions with target firm and collect information to validate assumptions.
Develop financial analysis and models including financial statements, cash flows and valuation
Developing detailed financial models and valuation analysis for potential transactions and leading research, developing models and valuation scenarios
Research and analysis of potential acquisition targets, including financial and operational areas.
Development and ownership of the financial model to forecast balance sheet, income statement, cashflows, capital distributions and ultimately investor returns. The analyst will develop sensitivity analysis to showcase key value drivers that support pricing decisions.
Leading the financial due diligence workstream, including interrogation of the assets and liabilities of the target, and project managing other workstreams carried out by expert resources across actuarial, capital, investment management, claims and reinsurance, accounting and finance, IT systems, operations, tax, regulatory, HR and legal.
Assessment of key due diligence findings and impacts on risk appetite and valuation.
Reporting to senior management, including the drafting of deal memos to summarise the target business, proposed transaction structure, due diligence findings, and outputs of the valuation modelling, in order to support recommendations to the group Executive.
B-NEXTADVISORSLLP 08/2014-6/2018
Mumbai, India
Research Associate & Global Investments & 40% Research
Actively managed $64 billion portfolio on US equity, using S&P 500 Index as benchmark
Performed fundamental analysis of company, including analyzing its cash flow, balance sheet & income statement
Developed performance monitoring and trading reports.
Prepared investment review book and presented to the President of Clark University Endowment
Researched on "Spin-Offs companies" & "Top performing Sectors in S&P 500"
Provide timely, detailed, high quality documentation of manager research analysis written in a manner that is useful for consulting clients and fund managers
Proactively work with fund managers and research analysts across the complex to include best investment ideas in portfolios
Make relative valuation comparisons and investment recommendations to portfolio managers
Maintain coverage of assigned sectors and stocks and make buy/sell recommendations to the portfolio management team.
Assist Portfolio Managers with portfolio construction, monitoring, trading and re-balancing
Working in partnership with Senior Analyst and team to perform equity research and analysis of publicly traded companies in the Real Estate sector
Writing research notes, in-depth reports, and presentations
Equity Research Associate, Healthcare
Member of biotechnology research team covering 15 companies focusing on diabetes, cancer, antibiotics and orphan drugs Published three initiation reports.
Performed valuation analyses based on multiple approaches: probability-adjusted, EPS multiple, present value, etc.
Built and managed company financial models and multiple industry databases.
Assisted in writing hundreds of earnings updates, focus reports; performed diligence for new coverage prospects.
Attended meetings with healthcare company management; communicated with internal sales and external clients.
Equity Research Associate, Technology
Utilized financial data platforms to research and build valuation models (Bloomberg, FactSet, and Thomson One)
Regularly interacted with management and investment professionals to produce comprehensive research
Performed deep, bottom-up fundamental analysis on over 20 tech stocks in disparate industries
Aided in generation of internal research reports for top performing $1 billion fund, as well as other funds
Introduced innovative research techniques to increase efficiency and provide crucial data
Demonstrated ability to quickly comprehend and effectively analyze stocks in diverse industries
Investment Banking Analyst - Technology (07/2014-09/2017)
Created detailed financial models and performing financial and valuation analyses and preparing presentation materials.
Source and create pitch and marketing material, liaising with product partners and the Bankers
Develop and sensitize financial models
Create pitch books and other presentation materials, cover market research and perform due diligence
Performing various control related functions such as SOX, self-audits, periodic reconciliations, production & reconciliation of management reporting, etc.
Involved in day to day project management and execution support
Review financial statements as part of research and analyze sales revenues, costs, expenses, and tax rates for all business units of leading companies. Develop detailed spreadsheets to identify trends and develop forecasts. Consolidate and analyze monthly results and budgets. Create and deliver presentations, providing recommendations on short- and long-range ROI.
Conducted quantitative analysis of financial data to forecast revenue, identify future trends, and assess risk associated with capital expenditures, acquisitions, and joint-venture projects for large real estate investment firm. Compiled and reviewed complex data to assess multimillion accounts and business units. Developed comprehensive reports, abstracts, and charts to present data and guide investment strategies. Performed ad-hoc analysis and reporting.
RAM SHYAM IMPEX INDIA- MUMBAI 07/2012-07/2014
Mumbai, India
Finance Analyst
Interviewed for my team and selected 15 trainees, they were trained by me in financial modelling and market research team for 4 months and selected 5 as a part of my team.
Created a policy and executed successfully within 9 months with senior management and cyber security team to maintain accuracy and integrity of data.
Analyzed financial statement for past 10 years, budgeted the next quarter and saved 10% of expenditure.
Contributed to 12% growth trend by developing strategic recommendations for management regarding long-range planning.
Improved operational efficiency of finance systems by 9% through implementation of streamlined data-management procedures.
Established new forecasting tracking and management reporting system to improve availability and accuracy of financial data, triggering 15% increase in accuracy
SHAPARIA MEHTA & ASSOCIATES LLP- MUMBAI 12/2009-6/2012
Article Assistant. (Finance, tax, account & audit)
Planed, executed a statutory audit of private and public limited companies in construction, manufacturing and education industry.
Worked in a team as an audit executive and bringing up a successful IPO of MTEDUCARE ltd.
Analyze the financial statement for calculating variances, forecasting revenue and to check the budget estimates and report the same to the senior.
Worked as a business auditor for a world-renowned stylist.
Scrutinized general ledgers, reconciliations of bank accounts, general vouchers and conducted numerous examinations of vouchers and physical inventory.
Recommended effective controls after carefully analyzed the system to maintain high standard of precision in all predictions and calculations.
Communication with management and solving audit queries.
Also audited and finalized the books of accounts and tax return of high networking individual.
Reported significant fraud queries to group audit manager.
NEETA HARIA & ASSOCIATES CHARTERED ACCOUNTANT 6/2008-11/2009
Mumbai,India Article Assistant (40%-Admin job, 20% respond to inquiry related to work (customer service)
Entered journal entries for the client in Tally system.
Documented and filed all documents, tracked and responded to all emails and phone calls of office.
Responding to work queries by potential clients by e-mails, meetings and over the front desk.
Calculating and Filling income returns as well as indirect returns like VAT for the client.
Planning and executing audit of major manufacturing clients.
Inventory counting at the client place.
Analyzing and reviewing financial statements for giving review reports to the client on special review case.
TECHNICAL KNOWLEDGE
MS WORD, EXCEL, POWERPOINT, Block chain, Macros, Bloomberg, Morningstar.
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