Peram Mounisha
Hyderabad
Summary
Currently working as a Financial Advisor(Senior Associate Specialist, Advisory Solutions) at FactSet, solving complex financial queries of clients including but not restricted to Wealth Managers, Investment Bankers, Sell Side and Buy Side Analysts. Exposed in different market data (stocks, fixed income, FX), financial reports, broker research, portfolio analysis, risk analysis, data management & collection, etc.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Senior Associate Specialist, Advisory Solutions
FactSet Research Incorporation
08.2022 - Current
- Engage in-depth data analysis of intricate financial documents such as Company Financials, Performance Forecasts, Merger & Acquisition Transactions, Company Credit Analysis, etc.
- Extracting valuable insights to deliver beneficial information about to clients throughout US, APAC, and EMEA regions, ultimately assisting them in achieving improved returns on investments.
- Generate and research proofs to various FactSet methodologies, raise requests for product development based on client feedback.
- Create custom FactSet models and screening techniques, in addition to craft FactSet based Excel codes. These codes compute historical and projected data for share prices, market capitalization, enterprise values, etc., which are then integrated into the client database.
- Create Portfolio Analysis reports using 3 Factor Brinson Attribution and various other Performance, Risk and Stress Testing reports and gained an in-depth understanding of FactSet's premium and advanced products.
- Evaluate and managing portfolios for banking and wealth management institutions employing diverse performance attribution tools. This entails the responsibility of reviewing investment portfolios, making informed decisions to optimize performance, and ensuring alignment with the institutions' financial goals.
- Research on Equity, Bonds, Derivatives and other market related data to assist clients in building their Financial Models.
- Collaborate with clients auditing their Return Analysis using performance and risk measures like Jensen Alpha, Sharpe ratio, Information ratio, Treynor ratio, VaR etc.
Project (Conversion)
FactSet Research Incorporation
08.2023 - 08.2024
- Assist in converting Client Financial Models from Thomson Reuters, Data Stream, Bloomberg, RTD codes
to FactSet SQL codes, this includes Financial Statements, Watchlists, Graphs, Real Time Data. - Recorded a number of 2000 users from Wells Fargo, 1600 from Merrill Lynch and 500 from Morgan Stanley had their model SQL codes converted into FactSet Equivalent by Conversion team.
Education
MBA - Finance
Acharya Bangalore B- School
Bengaluru, India10.2022
B.COM Computers -
ST. Joseph's College For Women (A)
Visakhapatnam, India05.2019
High School Diploma -
Navy Children School
Visakhapatnam, India05.2016
Skills
- Proficient in Excel & other Microsoft Office Applications
- SQL
- Salesforce
- Flexible and Adaptable
- Problem Solving and Critical Thinking
- Team Building
Certification
Data Visualization with Power BI and Machine Learning
Timeline
Project (Conversion)
FactSet Research Incorporation
08.2023 - 08.2024
Senior Associate Specialist, Advisory Solutions
FactSet Research Incorporation
08.2022 - Current
MBA - Finance
Acharya Bangalore B- School
B.COM Computers -
ST. Joseph's College For Women (A)
High School Diploma -
Navy Children School
Data Visualization with Power BI and Machine Learning
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