Operations Analyst Investment

Sumit Sharma

***********.***@*****.*** 857-***-**** LinkedIn GitHub

EDUCATION

Master of Science in Finance Sept ’23 - Dec ’24

Northeastern University

• Coursework: Investments, Fixed Income (Duration, Convexity, Z-spread), Mortgage-backed securities, Asset- backed securities, Structured Products, CLOs, Alternative Investments, Portfolio Management, ALM.

• Extracurricular: Equity Analyst at 360 Huntington Fund, Lead: Investment Club, Run Club (NEU). Bachelor of Commerce - Accounting & Finance Jun ’18 - Sept ’21 University of Rajasthan

• Coursework: Financial Modeling, Financial Management, Advanced Accounting, Credit Risk, and Income Tax.

• Extracurricular: RW Forward - Soccer team, Coordinator - MUN Committee, Co-Head: Poker Club. PROFESSIONAL EXPERIENCE

Financial Analyst Intern Jun ’24 - Dec ’24

FM Global Johnston, RI

• Evaluated credit risk and financial stability of potential shared reinsurers by analyzing 10-K reports and investor presentations, supporting strategic decisions on the $300MM+ reinsurer portfolio.

• Corrected $8MM in cost pool variances, improving accuracy in monthly financials and supporting audit readiness.

• Created and maintained Power BI dashboards and Excel for forecast models, KPIs, and internal business reviews.

• Analyzed financials across $10B+ in gross premiums and developed quarterly forecasts to enhance decision- making, align with strategic goals, and reduce variances across global operations.

• Partnered on ad-hoc process improvements, cutting software costs $1.5MM, and enhancing operational workflows. Financial Analyst Aug ’22 - Aug ’23

Tagore Ltd Jaipur, RJ

• Built DCF models to evaluate product viability and pricing strategies, supporting leadership in investment decisions.

• Owned automated monthly forecast and variance analysis workflow, published Excel reports to senior leadership.

• Implemented procurement strategies through vendor analysis and contract negotiations, reducing costs by 22%. Program Manager Dec ’21 - Jul ’22

Zelta Tech Jaipur, RJ

• Coordinated a team of 10 for market research and product rollouts, increasing customer acquisition by 60%.

• Crafted board-ready decks translating complex market research and ROI into actionable insights for founders. INVESTMENT RESEARCH EXPERIENCE

Equity Analyst Sep ’23 - Apr ’24

360 Huntington Fund Boston, MA

• Performed in-depth equity research and fundamental analysis for the $2.1MM fund, constructing an investment thesis and buy recommendations by evaluating financial statements, industry trends, and macroeconomic factors.

• Developed valuation models, including Discounted Cash Flow (DCF) analysis and Comparables Comps, to assess intrinsic value and investment potential.

• Performed due diligence on public equities, synthesizing financials and sector outlooks into investment memos.

• Responded to ad-hoc requests from the Chief of Research, including scenario analysis and valuation refreshes.

• Led the research team in leveraging Bloomberg Terminal, FactSet, and PitchBook to conduct industry benchmarking and track key valuation drivers, producing quarterly earnings reports for 20+ portfolio companies. INDUSTRY PROJECTS

• Developed and back-tested a risk-parity ETF with an equal-risk contribution trading strategy using Python, benchmarking its performance against the AQR Multi-Asset Fund and traditional 60/40 stock-bond portfolio.

• Constructed and analyzed low-volatility investment strategies for the S&P 500 using Python, analyzing returns and performance metrics to evaluate their effectiveness compared to traditional market benchmarks.

• Built efficient portfolios and researched the impact of market cap and volatility using regression techniques. SKILLS

• Portfolio & Reporting: Portfolio Monitoring, Rebalancing, Regression Analysis, Scenario Modeling, Impairment Testing, Risk Analytics, Research Analysis, Market Research.

• Financial Analysis: Financial Modeling, Trend and Variance Analysis, DCF, Comps, Forecasting, ROI Modeling.

• Tools & Platform: Excel (Advanced), PowerPoint, VBA, Bloomberg Terminal, FactSet, PitchBook.

• Programming & Data: Python (Pandas, Scipy, NumPy, Matplotlib), Data Visualization, Backtesting.

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