BALJEET SINGH
BANGALORE,Karnataka
Summary
Analytical and results-driven finance professional with expertise in equity and private equity fund audit, company valuations, and asset management. Skilled in financial analysis, critical thinking, and process automation. Awarded for exceptional performance in audit and financial management. Adept at delivering insights for informed investment decisions and optimizing financial processes.
Overview
7
7
years of professional experience
1
1
Certificate
Work History
Auditor
Deloitte Touche Tohmatsu Limited
Bangalore
11.2021 - Current
- Developed a comprehensive understanding of financial products, including equities, fixed income securities, derivatives, hedge funds, and commodities.
- Conducted valuation testing for Level II and III securities, including private companies, subordinate notes, and mezzanine loans.
- Analyzed hedge fund and private equity performance by calculating financial highlights and conducting investment-focused analytical procedures.
- Helped the team in automating the performance allocation and management fee testing using advanced tools, enhancing efficiency by 20%.
- Provided in-depth analysis of fund governing documents to support engagement teams.
- Earned 2 Spot Awards and 2 Applause Awards for exceptional contributions.
Article Assistant
Singhi Chug & Kumar Chartered Accountant
New Delhi
04.2018 - 04.2021
- Conducted internal and statutory audits across various sectors, including investment, stock, and human resources audits.
- Managed financial reporting and tax audits for notable clients, including Bestseller Group and Terumo Corporation.
- Achieved recognition as "Best Article of the Year" for outstanding performance and analytical work.
Education
Passed Chartered Financial Analyst Level III - Finance
CFA Institue
10-2024
CA - Final -
Institute of Chartered Accountants of India (ICAI)
07.2021
Bachelor of Commerce -
Delhi University
05.2018
Senior Secondary School (12th) -
ST. John's School
03.2015
Skills
- Financial Analysis & Modeling: Expertise in evaluating equities, fixed income, and alternative investments
- Valuation Techniques: Proficient in company valuations, performance testing, and hedge fund analytics
- Technical Skills: MS Office Suite, Audit Automation Tools
- Soft Skills: Analytical Thinking, Critical Thinking, Team Collaboration
Affiliations
- Received the "Best Article of the Year" award during the first year of articleship, recognizing excellence in writing and analysis.
- Honored with 2 Spot Awards and 2 Applause Awards during three years of service at Deloitte, recognizing exceptional performance and contributions.
Languages
English
First Language
Hindi
Upper Intermediate (B2)
B2
Punjabi
Upper Intermediate (B2)
B2
Certification
- Cleared NISM-Series-XV: Research Analyst Certification exam with 83% mark
Timeline
Auditor
Deloitte Touche Tohmatsu Limited
11.2021 - Current
Article Assistant
Singhi Chug & Kumar Chartered Accountant
04.2018 - 04.2021
Passed Chartered Financial Analyst Level III - Finance
CFA Institue
CA - Final -
Institute of Chartered Accountants of India (ICAI)
Bachelor of Commerce -
Delhi University
Senior Secondary School (12th) -
ST. John's School
Technical Competence and Achievements
- Conducted in-depth financial research on key industries, including gold loan providers (Manappuram Finance and Muthoot Finance), highlighting trends and insights for investment strategies.
- Achieved NISM-Series-XV certification with a high score, demonstrating advanced competency in equity research and market analysis.
- Enhanced audit processes, leading to a 20% increase in productivity through automation.
- Led audits for prominent organizations such as Apollo Global Management Inc, Shivalik Prints Limited and Bestseller Group ensuring compliance with statutory regulations.
Extracurricular Activities
- Active participant in the Indian Investment Conclave for two consecutive years.
- Completed advanced sectoral analysis training with SOIC.
- Committed to sustainability and environmental conservation through volunteer work.
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