Ajit Wagh

Achievements:

• Set-up new BIS process by hiring, training and ramping-up the team as per client expectations
• Managed multiple clients with 100% adherence of the SLAs and positive feedback
• Expanded team coverage by providing support to the internal IB team by helping them to conduct high-end research & creating client deliverables by providing high quality results and achieving first time right
• Created SOP Deck for the new client considering the requirements of the process
• Won quarterly award for faster turnaround of the given tasks and client queries

Key Result Areas:

• Client management with setting new team by hiring, training & mentoring the candidates. Managing client expectations for the current process and build relationship with them to attract more work
• Liaising with client and internal stake holders to understand the business and project requirements. Creating plan for the project and executing it by adhering the deadline given
• Preparing & maintaining periodical dashboards by utilizing basic reporting tools like excel and sharing those with client
• Leading team for conducting investment banking research by providing information on the company, industry & economy. It also includes company valuations through DCF, SOTP and other valuation methods, industry profiling with current trends, competitive landscape etc. Profile also includes providing KYC documentations for the business entities globally
• Also lead another team for analyzing & digitizing the information related to equity-linked transactions to keep client’s database up to date
• Staffing management by analyzing the work inflow. Responsible for creating and managing the team metrics to track the utilization levels and other operational metrics. Monitoring & analyzing performance of associates and organizing feedback call. Conducting appraisals for associates and setting goals & objectives for future
• Developing proposals & sales deck for meeting with potential clients for new clients. Also assisting marketing team for generating leads for the potential clients
• Managing project timelines and enhancing quality of deliverables through quality checks
• Conducting interviews of the candidates to fill the open positions in the teams. Also includes screening the resumes for shortlisting potential candidates. Coordinating with the support teams like HR, IT, Admin etc. for daily work and to ensure the smooth working of the process

Achievements:

• Achieved expertise in working on various financial and Market research databases
• Successfully created Company Profiles, Public Information Books and Pitchbooks for Onshore Clients
• Delivered presentations on the basics of all the Financial databases to Investment bankers in the organization
• Managed Onshore/Offshore workflow. Also worked with Onshore team for smooth transition of work between teams

Key Result Areas:

• Providing in-depth company and industry level research, aid in providing filings for private entities from BRC subscribed sources, sourcing and analyzing data from varied databases including SEC/regulatory filings, industry publications, trade shows and online data service for globally situated investment bankers
• Training New Joiners and Buddying them to make them comfortable in process related work
• creating & maintaining operational metrics for the for the new joiners to track performances and keeping eye on the KPIs
• Handling ad hoc task of the Internal Investment bankers related to Equity/debt markets, credit ratings, M&A, Economy shape, market size, trends and outlook etc.
• Handling requests pertaining to Consumer Retail, FIG, Healthcare, Real Estate, Gaming & Leisure, TMT and diversified industry sectors
• Extract information from company accounts, databases and Free web sources
• Analyzing and retrieving the data from various Company Research, Market Research and Macroeconomic database

Achievements:

• Worked with technical team and management to make some required changes in the Work tracker
• Delivered presentations on the Understanding of Financial statements and use of financial ratios
• Promoted to Level 1 researcher to Level 3 researcher within just 2 years of joining the company

Key Result Areas:

• Assisting investment bankers by conducting High End Research for Industry and Economy and managing Workflow by extracting information from databases like Bloomberg, Thomson, Factiva, Frost & Sullivan, Dealogic, IDC, Gartner, Capital IQ etc. which will help them to work on the ongoing deals
• Also providing information around company valuations by utilizing valuation techniques such as DCF, SOTP or dividend pay-out etc.
• Managing Onshore/Offshore workflow. Also worked with Onshore team for smooth transition of work between teams

Key Result Areas:

• Conducting research on company level data by ensuring accuracy of information and timeliness of deliveries. The research methodology mainly comprises of secondary research and primary research
• Managing dashboard of Research database for Middle East region