N Bharath Reddy

• Worked on areas like Valuation of Investments Level I, II and III securities and coordinating with internal specialists for testing of management assumptions for Level III investments.
• Worked on areas involving multiple investment valuations and different methodologies such as DCF & Comparable Company Valuation.
• Gained exposure to valuation of funds with different investment strategies that involve complex investment products like futures, options, bonds, warrants, swaps.
• Reviewed calculation of different performance and financial ratios (Financial Highlights) required to be presented under US GAAP.
• Performed Monte Carlo Simulation for calculation of VAR and for valuation of structured products.
• Part of Financial Services Industry (FSI) which includes Asset/Investment Management, Banking, Insurance and Real Estate Clients. Worked on Asset Management Client KKR & Co. Inc., which is among Top 10 Private Equity Clients in world.

• Worked as Audit Assistant and conducted 15+ assignments in capacity of team leader in statutory audits, Internal audits and Bank audits.
• Planned , executed, and documented audits with limited supervision in risk focused manner and to high standard in accordance with department and professional standards.
• Compiled and presented audit findings, recommended controls and business practice improvements.
• Made analysis of various internal audit reports for management decision making purposes.

I have started pursuing CFA out of sheer interest in core finance. I gave my CFA Level 1 attempt in August 2022 and a obtained a score of more than 90 percentile.

I started my Chartered Accountant journey in June 2013. The timeline of my CA journey is as follows:

• CA CPT - Dec 2013 - Scored 87%.
• CA IPCC - May 2016 - Scored 54%.
• CA Final - Nov 2019 - Scored 50%.

I have started pursuing my degree (Bachelor of Commerce) along with CA in June 2014 and completed in Jun 2017 with a score of 70%.

I have pursued my intermediate in mathematics, physics and chemistry. I have obtained a total percentage of 98.3%

I did my primary and secondary schooling in St Joseph High school in Anantapur which is my Hometown and I scored 92% marks in the final examination of my higher secondary school.