Pooja Nair

• Manage client accounts across multiple workflows- Fixed Income, Equity Research, Investment Banking and Private Equity to create custom models and screens for financial analysis
• Collaborate with other departments like Client Solutions , Sales and product teams to work on projects within timelines to meet client expectations
• Well versed at using consultative approach to provide solutions as well as doing credit and investment analysis for clients.

• Coordinate with clients to identify and evaluate their requirements to create required financial templates using custom codes
• Creating investment and portfolio construction frameworks across asset classes, enhancing expertise in terms of investment. Working with portfolio managers to build and monitor risk and return in portfolios
• Increased client satisfaction by resolving issues and provided resolutions within specific timeframes

• Prepared detailed research reports on NIFTY 50 and BANKNIFTY Indices, sectors, and stocks for providing buy/sell recommendation to clients.
• Performed technical analysis on 50 Large-cap companies using various technical research indicators and studied reports to understand various trend indicators for future projections.

• Built detailed financial models to evaluate and forecast performance of project under various scenarios and to analyze impact of different capital structures.
• Prepare Teasers for use in client meetings, covering topics such as Industry, Company and Competitive Analysis, Capital Market Activity, Strategic Alternatives, and general Corporate Finance

Collaborated with industry experts to perform internal segment
valuations and analyze business models

Created financial models to identify growth and operational
efficiency opportunities, utilizing leveraged sizing strategies.

Developed pathways aimed at potentially doubling shareholder
value through strategic optimization. Provided strategic
recommendations based on comprehensive analysis of key
business areas.

Prepared and delivered presentations evaluating client business
strategy effectiveness using financial data and insightful analysis