SHARAN NAGAJOTHI

***a, **th Cross, Thiruvallvar Nagar, Thiruvanmiyur, 600041

+91-973*******

adlh37@r.postjobfree.com

Academia

• Chartered Financial Analyst-Received Scholarship-Level I (pursuing-November 2021)

• Coursera – Discounted Cash Flow Modeling & Introduction to Valuation with WACC (2021)

• Corporate Finance Institute-Corporate Finance (2020), Capital IQ Fundamentals (2020), Fundamentals of Credit (2020) & Introduction to ESG (2021)

• Corporate Finance Institute-Bloomberg Essentials (Sept 2020)

• PWC Certificate- Global Valuation Associate (2020)

• PWC Certificate- PCAOB Auditing Standards Overview Curriculum (2020)

• PWC Certificate- Introduction to Auditing Planning (2020)

• PWC Certificate- investments in Debt Securities (2020)

• PWC Certificate- Earnings Per Share (2020)

• Corporate Finance Institute- Certificate in Fixed Income Fundamentals Curriculum includes Valuation (DCF model), price and duration analyses (October 2018)

• NISM Equity Derivatives Series VIII

• Master’s in Global Financial Management (Newcastle Business School, 2010-DO) Curriculum includes financial modelling, valuation, merger and acquisition, macro and behavioral economics and statistics.

• ICAI level 1 CPT completed (2007)

• Bachelor’s degree in Commerce and Financial Engineering (University of Madras, 2009) Curriculum includes cost accounting, economics, statistics, financial analysis and mathematics

• 12th Standard Economics, Accounting and Mathematics (2007) During my academic, I have successful completed the Audit internship in Chennai and during my time in Newcastle Business School, I and my team member have done a research on various M&A deals across Europe as a part of learning and self-improvement. Experience

Associate 2-Corporate Debt Valuation/CLO PriceWaterhousecCoopers Nov 2019- Present Kolkata

• Valuation of Fixed Income Securities namely Bond, Loan, Private Bond, Municipal Bond, Zero coupon Bonds, Preferred Equity and marketplace lending loan portfolio on behalf of Fortune 500 Financial and Non-Financial Corporation

• Assigning a rating of unlisted Loans, Bonds and preferred equities using Moody’s methodology

• Develop Valuation estimates for Illiquid Private Placement Securities held by Venture Capital Funds and Mutual Funds by utilizing guideline transaction approach and Discounted Cash Flow approach

• We use different method to value different securities namely, DCF, 3 Ratios, TEV Analysis(Enterprise Value Analysis), Comparable Analysis, Shadow Rating, Issuance Yield Rollforward

• Worked along with ET to provide to valuation on a complex structured financial securities

• Preparation of a Memo for the completed work along with the deal document

• Review and analysis of financial statement transaction. Knowledge in EBITDA calculations, credit restructuring, WACC and DCF

• Good working knowledge on Financial software such as Bloomberg, Moody’s S&P, CapIQ and Fitch

• As team, we have won multiple awards from the Engagement Team for the delivered work and as an individual I have been awarded for my contribution towards the work.

• Worked with the Solution Developing team to create a bot using UI Path to save hundreds of man hours in a year

• Worked on CLO Payment Verification Models, Roll forward of PV models, CLO Valuation and Creation of CLO Template for new Issuer

E1 Deputy Manager (Equity & Derivatives Advisor) Kotak Securities Aug 2017- Oct 2019 Bangalore

• Working alongside Fund Managers in order to create a portfolio for the clientele

• Investment Advisory, Risk Profiling and Execution

• Restructuring portfolios based on market outlook and other factors

• Consolidating, analyzing and reviewing client portfolio

• Helping clients make sound investment decision according to the market outlook

• Working alongside risk management team to ensure the Mark to Market Margins is available and collateral the stocks to increase the margin for clients when needed and checking the real time margin to keep the M2M to check.

• Working alongside the settlement and DP team to ensure the physical settlement of non-convertible securities as per regulations.

Equity and Mutual Fund Advisor Zerodha

Feb 2017- Aug 2017 Bangalore

• Orchestrated sales responsibilities by engaging and negotiating in pre & post-settlement interaction with clients on behalf of support and sales desks, simultaneously developing strong sustainable relationships with clientele

• Advising clients on the equity market and mutual fund assisted clients with how to make an investment decision

IAS Advisor 24/7 Customer Inc

Jun 2013 – Mar 2017 Bangalore

• Created and implemented a new sales pitch which enabled as to make more sales while maintaining the standards and company norms

• Trained new recruits and educated them the importance of creating a rapport with the client

• Attended the brainstorming session with the managers and head of the process and given my proposal which can be used to make more sales

Skills

• Microsoft Excel/advanced Excel, Bloomberg, S&P, Cap IQ, Moody’s, Alteryx and Tableau (Beginner), Macros, VBA(Basics), Financial modelling, DCF, Technical and fundamental analysis, Taxation, Fixed Income Securities, MBS, ABS, CLO Valuation and Payment Verification model, working knowledge on STRIPS,TIPS, Basel II, III, Probability of Default, Exposure at Default and Loss Given Default.

• Weightlifting, running, reading poem, novels and watching sports

• Fluent in English, Tamil and intermediate level in Hindi.

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