N V Phani Lokesh
Hyderabad
Summary
Seasoned Associate Analyst with a proven track record at Altus Group, enhancing property valuations and investment returns through expert financial modeling and market analysis. Skilled in Argus Enterprise and Advanced Excel, adept at cross-functional team collaboration and risk management. Achievements include optimizing asset performance and supporting strategic decision-making with comprehensive financial insights.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Analyst
Altus Group
Hyderabad
07.2024 - Current
- Reviewed rent rolls for accuracy and prepared lease abstracts for new acquisitions.
- Analyzed property performance data to identify areas for improvement and maximize returns.
- Compiled reports summarizing market conditions, demographics, economic trends, zoning regulations, and tax implications for proposed investments.
- Consider key factors such as location, market values, and replacement costs when valuing properties.
- Conducted detailed market research and financial analysis to support investment decisions, including property valuations, trends, and economic forecasts.
- Developed and updated financial models (DCF, pro forma) to evaluate potential acquisitions, dispositions, and asset performance.
- Assisted with due diligence by reviewing financial documents, leases, and property reports to assess investment viability and risk.
- Prepared investment memos, reports, and presentations for senior management and clients, summarizing key findings and recommendations.
- Tracked property performance metrics (e.g., occupancy, rent collections, operating expenses) to identify opportunities for asset optimization.
- Utilized Argus Enterprise to create and maintain financial models for real estate assets, incorporating key metrics (NOI, IRR, cap rates), and generating scenario analysis to evaluate investment performance and risks.
Analyst
Goldman Sachs
Hyderabad
01.2023 - 06.2024
- Responsible for investigating 'Fraud' and 'Non-Fraud' claims filed by customers.
- Trained and onboarded a team of 10 members on various processes and queues within the firm.
- Handling high-priority cases based on their monetary value, and implementing necessary actions accordingly.
- Working on re-bill approval, where re-validation of a case needs to be done.
- Executed roles across primary and secondary queues including PCNR, RE-BILL, REPRESENTMENT.
Human Resources Trainee (Internship)
Ernst & Young (EY)
Hyderabad
12.2021 - 02.2022
- Helping managers in assessing training needs and reporting any shortcomings if noticed
- Assisting managers in maintaining employee data and analyzing it
- Implementing talent acquisition strategies
Education
Bachelor of Business Administration - Finance
Osmania University
09.2022
Skills
- Advanced Excel
- Financial Modeling
- Management Accounting
- Real Estate Valuation
- Financial Statement Analysis
- Argus Enterprise
- Investment Research
- Risk Management
- Equity and Fixed Income Analysis
- SQL
Certification
- CFA LEVEL 1 CANDIDATE : Pursuing CFA, a globally recognized credential that signifies proficiency in investment management and financial analysis.
- PG PROGRAM IN 'INVESTMENT BANKING' : Pursued a PG program in Investment Banking enriched with case studies and projects which gave me an understanding of the financial world.
- CIMA (UK based Management Accountancy Certification) : Pursuing a UK based management accountancy certification which is one of the oldest accounting universities.
Projects
- Investment Teaser : Made a project, an Investment Teaser for the acquisition of 'Activision' by 'Microsoft.'
- INTO THE FUTURE : Made a project, 'INTO THE FUTURE' on Metaverse and how it can impact the workplace by reducing attrition rate.
Hobbies and Interests
- Economics
- Financial markets
- Chess
- Cryptocurrency
- Gaming
- Reading books
Case Studies
- MONEY LAUNDERING : Made a Case Study on 'MONEY LAUNDERING' and the challenges/threats it poses in the modern world.
- Management Case Study : Cleared 'Management Case Study' and 'Operational Case Study' in CIMA.
Timeline
Associate Analyst
Altus Group
07.2024 - Current
Analyst
Goldman Sachs
01.2023 - 06.2024
Human Resources Trainee (Internship)
Ernst & Young (EY)
12.2021 - 02.2022
- CFA LEVEL 1 CANDIDATE : Pursuing CFA, a globally recognized credential that signifies proficiency in investment management and financial analysis.
- PG PROGRAM IN 'INVESTMENT BANKING' : Pursued a PG program in Investment Banking enriched with case studies and projects which gave me an understanding of the financial world.
- CIMA (UK based Management Accountancy Certification) : Pursuing a UK based management accountancy certification which is one of the oldest accounting universities.
Bachelor of Business Administration - Finance
Osmania University
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