Gautam Singh Kweera
Delhi
Summary
Enthusiastic research professional eager to contribute to team success through hard work,attention to detail and excellent organizational skills. Motivated to learn, grow and excel in investment banking domine. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Eager to contribute to a dynamic team and support organizational goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Research Associate
EVALUESERVE
Bengaluru, Karnataka
04.2020 - Current
- Provided equity index research services for one of the largest European investment banks, engaging in the below key responsibilities.
- Maintenance and Rebalancing - Played a pivotal role in overseeing daily portfolio calculation and rebalancing activities, updating corporate actions, and evaluating the significance of requests or issues.
- Index Development - Utilized quantitative methods and mathematical concepts to construct, test, and execute index designs, ensuring stability, conceptual soundness, and review of model assumptions through rigorous review of backend data points.
- Portfolio management of long-only indices, long-short equity master strategy on a particular index calculation platform.
- Publishing of live indices to various third-party data vendors, such as Bloomberg and Reuters.
- FX Select Indices - Managed the onboarding, daily maintenance, and issue resolution processes for FX Select Indices, serving as a liaison between business, technical, and other stakeholders to address discrepancies in daily index NAV calculations in FX liquid trading strategies.
Accounting and Finance Associate(Private Equity)
NTT DATA GLOBAL SERVICES
Gurugram
04.2019 - 03.2020
- Determined transaction type of each cash flow while calculating the breakdown between return of capital, realized gain, income, capital calls, management fees, etc. before the posting of transactions.
- Priced both domestic (USD) and global foreign currency assets with knowledge of converting currencies using FX rates.
- Documented client-specific procedures related to their Private Equity holdings.
- Liaises with financial institutions, receiving or making payments of funds.
- Liaises with clients and investors regarding receipt/payments.
Equity Analyst
KARVY FINANCIAL SERVICES
Hyderabad
06.2017 - 09.2018
- Responsible for managing the portfolio of the clients and advising them for investments.
- Responsible for checking the client's investments to monitor their performance.
- Communicate buy and sell recommendations that are supported by a comprehensive and thoughtful research process.
Accounting and Finance Intern
Air India
New Delhi
02.2016 - 05.2016
- Calculation of charges by the Airport Authority of India.
- Financial Restructuring
- Study of the aviation industry with specific focus on ATF trends.
Education
MBA - Finance And Accounting
ICFAI Business School
Hyderabad04-2017
Finance And Accounting
University of Delhi
Delhi06-2015
Skills
- Research and analysis
- Quantitative Research
- Data Analysis
- Customer Management & Technical Proficiency in MS Excel
- Financial Statement Analysis, Equity Valuation
- Reuters & Bloomberg
- SQL
- Financial Modeling
Certification
Financial Modeling (DCF, Relative valuation)
Equity Derivative
Languages
English
First Language
Timeline
Senior Research Associate
EVALUESERVE
04.2020 - Current
Accounting and Finance Associate(Private Equity)
NTT DATA GLOBAL SERVICES
04.2019 - 03.2020
Equity Analyst
KARVY FINANCIAL SERVICES
06.2017 - 09.2018
Accounting and Finance Intern
Air India
02.2016 - 05.2016
MBA - Finance And Accounting
ICFAI Business School
Finance And Accounting
University of Delhi