Livingston Samraj.

Overview

• Investment Banking Library service Researcher doing various complex projects related to company/Industry/Economy/Commodities/sector.
• Experience across Sectors: Healthcare, Energy, TMT(Technology, Media, Telecommunication), Real Estate, ECM, DCM, Financial Services and Consumer, Retail, Macro Economics.
• High level Knowledge in using various databases and sources including - IHS, Bloomberg, Factiva, Factset, IDC, Gartner, BMI, Oxford Economics, CEIC, Datastream, CapIQ, Thomson Eikon, Frost, Freedonia, Statista, Technavio, Profound, Moodys, S&P, Fitch, Orbis, EIU, Pitchbook, IBIS, stock exchanges, IMF, OECD, UNCTAD, World Bank, WTO, FTE etc.
• Responsible for DC&R team and Leading research team of 3 Associates by managing and supervising their daily activities/appraisals/feedbacks/process improvement etc.,

Training & Team Management -

• Knowledge sharing with the team to reduce the turnaround time.
• Streamlined research processes to meet tight deadlines for multiple projects.
• Helped team meet regulatory requirements by coordinating documentation and filings.
• Conducting periodic team meetings and participating and motivating fellow researchers.
• Trained subordinates on quality control within critical databases.
• Educated new hires on company policies and procedures by designing and developing training program.
• Implemented Bloomberg, Pitchbook, Factset and CapIQ automation that helps in reducing turnaround time and meeting the SLA's efficiently.

Tasks -

• Preparing Newsletter, Pitch Book as per client's requirement.
• Distilled large amounts of information and produced reports, spreadsheets and documents outlining key details.
• Gathered and organized information for research purposes.
• Gathered, arranged and corrected research data to create representative graphs and charts highlighting results for presentations.
• Utilized screening tool to identify bottom-up stock idea identification
• Collaborated with staff to develop and implement best practices and accomplished all team goals.
• Ordered and organized study materials in collaboration with mailing vendors and providers.
• Processed and scanned physical research materials, uploading documents to client's FTP (File Transfer Protocol) server.
• Collected data on competitors, consumers and marketplace and consolidated data into presentations and reports.
• Developed and produced financial statements by region/segment.
• Tracked worldwide events to include natural disasters, political events, civil unrest, and criminal activity for research into effects on corporate business and personnel.
• Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
• Developed macros, special formulas and other actions to produce reliable and consistent statistical reviews
• Led special projects through effective emergency resolution by diminishing obstacles and saving time.
• Responsible for workflow management and interaction with clients regularly for deadline negations, feedbacks and maintaining tracker/MIS for billing purpose.

• Doing various Intermediate and complex requests on various projects into (TMT, Financial services, Quant related) as well as Business/company level.
• Gathered, arranged and corrected research data to create representative graphs and charts highlighting results for presentations.
• Point of contact for junior researchers to complete their Jobs by giving proper guidance/ and help in making strategy.
• Providing feedback to senior management regarding QC related Tasks.
• POC for Complex Industry and Macro economy related asks/requests
• Circulating Knowledge sharing mails to the team.
• Responsible for preparing and Delivering News Letters to Directors/VP's.
• Initiated various activities for team building and making the environment lively.
• Managing Workflow and Preparing/Handling MIS sheet.
• Calling the Clients for Deadline Negotiations, Allocating tasks to Researchers and managing the shift effectively.
• Interacting with Clients, Workflow, vendors and follow up with them for all business related queries.
• Educating and Training Investment Bankers on various Databases and resolving their ongoing queries
• Evaluated and adopted new technologies to address changing industry needs.
• Creating and delivering effective projects/tools for process Improvement and Team development.
• Initiated and completed a project on Bloomberg that helps in reducing turnaround time.

• As a Skilled researcher providing Quality research services to Investment bankers on various topics (Company,Industry, BIO, Profile, Historical Data, Indices, Macro, SWOT, Competitive landscape) and special projects within deadline.
• Handling workflow tool /tracker for deadline negotiations and updating comments.
• Mentored and coached other team members to meet daily goals.
• Managed client relations and service through daily communication and interaction.
• Sharepoint and Kweb for Generalists Group– Updating materials and circulating announcements to various clients (VP, ED Associates etc.,)
• Attending and arranging Bi-weekly calls for the team (Onshore and Offshore) to discuss about team enhancement and knowledge sharing.
• Doing internal QC, Assessments and giving feedback on junior researcher's performance.
• Part of Training team (Generalist Pool), provided training to 3 batches, updating training materials and monitoring their performance and updating results to Top Management.
• Training team and taking various sessions related to databases/ How to approach/process complex research.
• Maximized productivity by keeping detailed records of daily progress and identifying and rectifying areas for improvement.
• Received 4 awards during the term for hard working and quick learning from R&A division and got appreciations from VPs and above for quality work.