KEYUR JOSHI, CFA
Mulund
Summary
Seasoned professional with expertise in investments, strategy, fund raising, and product management. Proficient at analyzing problem statements and delivering complete solutions. Well-matched for roles in strategy and investments based on both profile and personality traits. Enjoys reading historical literature and watching football matches on weekends.
Overview
7
7
years of professional experience
Work History
Chief Manager, Acquisitions
ARCIL
Mumbai
09.2022 - Current
- Focused on acquisition of distressed debt in the retail segment
- Invested ~ INR 550 Cr. in a total of 9 deals across various asset classes acquiring an AUM of ~ INR 1,200 Cr.
- Doubled ARCIL's AUM in retail segment to INR 2,400 Cr.
- Sourced and executed the largest cash deal in the history of the ARC industry involving distressed mortgages.
- Received the foundation day award for sourcing and executing an unprecedented number of deals within a single year.
Senior Analyst, MDs Office
Suminter India Organics
Mumbai
03.2022 - 09.2022
- Raised USD 50 Mn from global private equity investors during series D funding.
- Led the structuring of transaction, which involved the acquisition of related parties, preparation of business plans and ensuring tax efficient investments
- Involved in negotiation of transaction documents
- Worked with segment head to enhance revenue and profitability of spices business
Analyst, Investment Specialist
J P Morgan Asset Management
Mumbai
05.2021 - 03.2022
- Collaborated with US-based managing directors to oversee investment activity of US institutional investors in emerging markets.
- Updated institutional clients on performance and addressed investment-related queries
- Gained comprehensive knowledge of the fund's buy side investment process.
Analyst, Investment Banking
Axcelus Finserv Private Limited
Mumbai
11.2020 - 04.2021
- Worked on corporate finance advisory mandates for three business
- Assisted with the implementation of strategic changes for a distillery business by advising on corporate reorganization, fundraising efforts and preparation for potential listing
- Developed financial model and investment memorandum to facilitate debt refinancing of INR 100 Cr for a prominent drone company.
- Developed and executed a comprehensive business model to streamline the corporate structure and successfully restructured debt amounting to INR 600 Cr. for a large education enterprise consisting of approximately 40 schools.
Analyst, Restructuring
Duff & Phelps India Private Limited
Mumbai
02.2019 - 09.2020
- Led analysis for a 3.6 GW power unit's restructuring proposal, involving INR 25,000 Cr in debt.
- Participated in fundraising activities and created bottom-up financial models, investment teasers, and pitch books for infrastructure assets.
Product Specialist (DE Shaw Group)
Arcesium India Private Limited
Hyderabad
06.2017 - 11.2018
- Implemented changes in the fintech product as a responsible product manager, enhancing derivatives reconciliation procedures.
Education
PGDM: Financial Services -
K. J. Somaiya Institute Of Management Studies And Research
Mumbai, MH01.2017
B.E.: Civil Engineering -
Mumbai University (MU)
Mumbai, MH01.2014
CFA Charterholder -
CFA Institute
Charlottesville, VAPassed FRM Level 1 (May 2018) -
Global Association Of Risk Professionals (GARP)
Jersey City, NJSkills
- Financial Modelling
- Creating holistic investment memos
- Business restructuring and fund-raising
- Cash flow monitoring and performance improvement
- Basic python programming
Timeline
Chief Manager, Acquisitions
ARCIL
09.2022 - Current
Senior Analyst, MDs Office
Suminter India Organics
03.2022 - 09.2022
Analyst, Investment Specialist
J P Morgan Asset Management
05.2021 - 03.2022
Analyst, Investment Banking
Axcelus Finserv Private Limited
11.2020 - 04.2021
Analyst, Restructuring
Duff & Phelps India Private Limited
02.2019 - 09.2020
Product Specialist (DE Shaw Group)
Arcesium India Private Limited
06.2017 - 11.2018
PGDM: Financial Services -
K. J. Somaiya Institute Of Management Studies And Research
B.E.: Civil Engineering -
Mumbai University (MU)
CFA Charterholder -
CFA Institute
Passed FRM Level 1 (May 2018) -
Global Association Of Risk Professionals (GARP)
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