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Hi, I’m
AYAN PAUL
Impact Investment | ESG | Credit Risk Specialist | Portfolio Management | Venture Capital
Hyderabad,TG
Judge a man by his questions rather than his answers.
Voltaire
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Summary
- Highly effective and self-driven Finance and Risk professional with over 8 years of post-qualification (ACMA) experience in Investment evaluation and structuring, Portfolio management, credit risk evaluation and ratings with strong analytical and organizational skills.
- Offering an array of skills in investment origination & assessment, portfolio risk management, industry research and building risk assessment framework and processes.
- Proven ability to adapt to dynamic and rapidly changing workplace environment. Strong leadership skills, ability to analyze complex issues efficiently and provide data and research driven conclusions.
- Broad industry experience covering various large corporates and early to tate-stage Start-ups to engaged in different industries with focused experience Impact and Sustainability sector like Clean energy and climate finance, Food & Agriculture, Fin-tech, Healthcare, Ed-tech, Microfinance, Financial inclusions etc.
Overview
8
years of professional experience
12
years of post-secondary education
1
Certificate
3
Languages
Work History
Caspian Impact Investment Private LimitedHyderabad, Telangana
Investment Manager - Impact & ESG Investing
04.2022 - Current
Job overview
- Independently leading and managing entire deal cycle
- Building a viable investment pipeline in the impact investment segment including Clean energy, Education and skill development, Agri-tech, Fin-tech etc.;
- Participating in investments negotiations and structuring of the transaction;
- Complete due diligence on potential investments including market sizing, evaluating competitive landscapes, reference calls and on-site diligence
- Documentation & Closing of the transaction like Terms Sheet;
- Maintaining client relationship;
- Support all aspects of investment portfolio management by coordinating with risk and reporting team to monitor the social and financial performance of existing investments, and reviewing management information and compliance with covenants;
Caspian Impact Investment Private LimitedHyderabad, Telangana
Senior Associate - Credit Underwriting
04.2021 - 03.2022
Job overview
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives. Have underwritten proposals in impact segments such as clean energy, Education, Skill and development, Financial institutions, Food and Agriculture etc.
- Analysed customer data such as financial statements to determine level of risk involved for extending credit.
- Conducted presentations to upper management and executive teams for loan recommendations.
- Conducted research, gathered information from multiple sources and presented results.
- Used coordination and planning skills to achieve results according to schedule.
- Prepared variety of different written communications, reports and documents to ensure smooth operations.
- Built and maintained databases for forecasting future financial performance.
Caspian Impact Investment - Venture DebtHyderabad, Telangana
Senior Associate - Portfolio Risk Management
01.2019 - 03.2021
Job overview
- Independently handled continuous monitoring of 35+ portfolio clients with aggregate fund size of INR 150-180 crore
- Performed portfolio review and provided insights using quantitative and qualitative risk analysis approach by producing and presenting periodical reports to Risk/Investment Committee
- Lead and managed reporting team for timely collection of meaningful information
- Built and improved various risk assessment frameworks, methodologies and processes; worked closely with data analytics team to build new automation tools
- Liaised with investors and lenders and supported fund-raising process
- Established and Maintained relationships with portfolio companies
- Underwritten additional loan requirements of existing clients involving in preparation and presentation of investment proposals to Credit Committee
- Actively involved in setting processes for building tech-platform for loan origination and management system
CARE RatingsHyderabad, Telangana
Deputy Manager - Corporate Ratings
07.2014 - 12.2018
Job overview
- Independently performed rating assignments of various financial instruments for 85+ Large & Medium enterprises in manufacturing and service sectors
- Skilled in writing detailed rating notes and presenting to credit rating committee
- Proven track record of timely preparation and publication rating rationales and press releases
- Delivered research based quality sectoral reports
- Experienced in continuous monitoring of portfolio and taking prompt actions
- Performed due diligence of rated entities
- Effective communication with key stakeholders of clients
- Ensured compliance to all internal and external regulations and standards.
- Conducted awareness sessions and delivered presentations to bankers on different sectors
Education
The Chartered Institute of Management Accountants London,UK
Chartered Global Management Accountant, CIMA (UK) from Management Accounting
11.2021 - 01.2022
The Institute of Cost Accountants of IndiaIndia
Cost And Management Accountant, Associate Member from Cost And Management Accounting
06.2008 - 12.2012
The Institute of Chartered Accountants of IndiaIndia
CA- Intermediate from Chartered Accountancy
02.2008 - 05.2010
University of CalcuttaKolkata, India
B.Com (Hons.) from Accounting And Finance
04.2004 - 07.2007
West Bengal Council For Higher Secondary EducationKolkata, India
Higher Secondary (10+2)
04.2002 - 03.2004
Skills
Business Development
undefinedCertification
Certificate in Financial Modelling and Valuation, Grant Thornton
Accomplishments
Published a sectoral research report on Indian Seafood Sector and
quoted for the same in one of the esteemed business newspapers
Interests
Photography & Digital Art
Musical instruments
Travelling
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Investment Manager - Impact & ESG Investing
Caspian Impact Investment Private Limited
04.2022 - Current
The Chartered Institute of Management Accountants
Chartered Global Management Accountant, CIMA (UK) from Management Accounting
11.2021 - 01.2022
Senior Associate - Credit Underwriting
Caspian Impact Investment Private Limited
04.2021 - 03.2022
Certificate in Financial Modelling and Valuation, Grant Thornton
08-2020
Senior Associate - Portfolio Risk Management
Caspian Impact Investment - Venture Debt
01.2019 - 03.2021
Deputy Manager - Corporate Ratings
CARE Ratings
07.2014 - 12.2018
The Institute of Cost Accountants of India
Cost And Management Accountant, Associate Member from Cost And Management Accounting
06.2008 - 12.2012
The Institute of Chartered Accountants of India
CA- Intermediate from Chartered Accountancy
02.2008 - 05.2010
University of Calcutta
B.Com (Hons.) from Accounting And Finance
04.2004 - 07.2007
West Bengal Council For Higher Secondary Education
Higher Secondary (10+2)
04.2002 - 03.2004
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