Anand Singh
Faridabad
Summary
Highly motivated and results-oriented investment professional with 8+ years of experience in research-driven portfolio management. Proven ability to oversee client portfolios, conduct in-depth investment research, and develop data-driven investment strategies aligned with client goals and risk tolerance. Skilled in financial analysis, risk management, and clear communication with clients. Eager to leverage expertise in portfolio tracking, monitoring, and performance optimization to contribute to company’s success
Overview
7
7
years of professional experience
46
46
years of post-secondary education
Work History
Consultant – Investment Banking
Gain Pro Research India Pvt. Ltd.
5 2023 - 12.2023
- Oversaw the research-driven management of client investment portfolios, focusing on private companies held within client portfolios
- This included monitoring performance, identifying risks, and developing tailored investment strategies aligned with client goals and risk tolerance
- Leveraged in-depth research to identify high-potential investment opportunities within the private company space
- Analyzed financial statements, economic data, and market trends to create data-driven recommendations for client portfolios, focusing on companies within a range of 15-50 holdings
- Collaborated with the investment team to ensure client portfolios were aligned with research findings and investment mandates
- Cultivated strong relationships with clients, providing regular updates on portfolio performance and investment strategies informed by the firm's research
- Developed and delivered investment presentations, translating complex financial information and research findings into clear and actionable insights for diverse client audiences, focusing on private company investment opportunities.
Manager – Business Governance
ECLL Pvt. Ltd. (A Global Growth, LLC. Affiliate)
04.2021 - 04.2023
- Led the development and execution of a comprehensive data management framework, increasing efficiency by 20% and enhancing decision-making capabilities for the leadership team
- This framework included standardized data collection processes, improved data quality control measures, & facilitated the creation of user-friendly dashboards for data visualization
- Utilized financial & operational data to identify and assess potential risks associated with new market opportunities, allowing the company to proactively mitigate risks & capitalize on promising ventures
- One such instance involved identifying a potential market shift through data analysis, enabling the company to pivot its strategy & avoid significant losses
- Communicated complex strategic plans and data-driven insights to diverse stakeholders, including executive leadership and board members
- This involved tailoring presentations to different audiences and ensuring clear communication of key findings and recommendations
- Fostered strong relationships with key stakeholders across departments, leveraging their input to refine strategies, build consensus, and ensure successful project implementation
- I facilitated cross-departmental workshops to gather stakeholder feedback on a new business process, resulting in a more streamlined and efficient implementation
- Identified opportunities to streamline internal processes and implemented new technologies to automate repetitive tasks
- This resulted in a 10% reduction in operational costs associated with business governance activities.
Assistant Manager– Strategy Planning & Business Analytics
Entrust Global Group, LLC. (A Global Growth, LLC. Affiliate)
02.2019 - 03.2021
- Conducted in-depth market research and competitor analysis, identifying emerging trends and potential threats to inform strategic decision-making for the management
- This included creating comprehensive reports that highlighted key insights and actionable recommendations
- Supported the evaluation of potential mergers & acquisitions, contributing to due diligence processes & risk assessments, ensuring alignment with the founder's vision
- My contributions helped identify a high-risk deal that was ultimately rejected, saving the company from significant financial exposure
- Collaborated with leadership to develop and communicate the company's strategic plan, ensuring alignment with industry benchmarks and market opportunities
- This involved presenting market research findings to leadership, which led to a revised marketing strategy that resulted in a 5.6% increase in market share
- Developed and implemented a new data-driven framework for evaluating marketing campaign effectiveness
- This framework led to a 20% improvement in conversion rates for online campaigns
- Mentored junior analysts, providing guidance on research methodologies and data analysis techniques
- This helped build a stronger internal analytics team, supporting the long-term success of the department
- Championed a company-wide initiative to improve data accessibility and utilization across departments
- This initiative led to a 15% increase in data-driven decision-making within the organization.
Associate (Buy Side) - Merger & Acquisition
Global Growth, LLC. (Formerly known as Eli Global, LLC.)
10.2016 - 02.2019
- Expertly identify and profile potential target companies, conducting thorough financial analysis and business/industry research to assess their suitability for investment or strategic partnerships
- Craft compelling pitch decks that effectively communicate key investment opportunities, leveraging market research insights to highlight the potential for growth and returns
- Conduct comprehensive industry research and competitor analysis, identifying trends, market dynamics, and competitive landscape to inform investment decisions and strategic planning
- Possess extensive experience working on buy-side transactions across various sectors, including Healthcare IT, Financial Services, and Information/Market Research
- Adeptly navigate various research databases, including Avention - One Source, Capital IQ, Hoovers, LexisNexis, Merger Markets, and Deal Nexus, to gather critical market intelligence
- Engage directly with sellers to gain a thorough understanding of their business models, projected growth trajectories, and unique value propositions.
Education
Bachelor of Technology (Mechanical) -
Kalinga University
Sr. Secondary (XIIth) - undefined
UP Board
Secondary (Xth) - undefined
CBSE
Skills
Effective communication and presentation
Timeline
Manager – Business Governance
ECLL Pvt. Ltd. (A Global Growth, LLC. Affiliate)
04.2021 - 04.2023
Assistant Manager– Strategy Planning & Business Analytics
Entrust Global Group, LLC. (A Global Growth, LLC. Affiliate)
02.2019 - 03.2021
Associate (Buy Side) - Merger & Acquisition
Global Growth, LLC. (Formerly known as Eli Global, LLC.)
10.2016 - 02.2019
Consultant – Investment Banking
Gain Pro Research India Pvt. Ltd.
5 2023 - 12.2023
Bachelor of Technology (Mechanical) -
Kalinga University
Sr. Secondary (XIIth) - undefined
UP Board
Secondary (Xth) - undefined
CBSE
Languageproficiency
English, Hindi.
Personal Information
Date of Birth: 11/02/92
Languageproficiency
English, Hindi.
Personal Information
Date of Birth: 11/02/92
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