Summary
Overview
Work History
Education
Skills
Skills
Activities
Timeline
Generic

Prathamesh Surdikar

Sydney

Summary

Results-oriented Analyst skillful in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success.

Overview

4
4
years of professional experience

Work History

Analyst

Straive
05.2023 - 04.2025
  • Company Overview: Formerly - S.G Analytics Pvt Ltd
  • Analyst for the London stock exchange (LSEG) FMC Team. Responsible for financial modelling under the platforms such as Refinitiv workspace, Refinitiv eikon, Bloomberg, CAPIQ, Factset etc.
  • Integrated financial databases with advanced excel functionality, creating effecient and dynamic excel based models usefull for real time tracking of equity portfolios, Live/expired options and futures as well as commodity markets.
  • Created personalized dynamic excel-based models linked to the Refinitiv workspace to better suit the use case of individual analysts and portfolio managers for live tracking and real time analysis of equity portfolios as well as commodity future contracts.
  • Initiated the POC (Proof of concept) responsible for integrating AI for effective extraction of financial data from fiscal period end reports published by listed companies under investor portfolio. This process was subsequently streamlined and led to generation of revenue.
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
  • Conducted regular reviews of operations and identified areas for improvement.
  • Generated reports detailing findings and recommendations.

Investment Banking Intern

Impetus Investments and consultants
09.2021 - 12.2021
  • Created research reports of potential companies of investment interest to be presented to the Chief Investment Officer in the weekly research report sessions.
  • Built standardized templates for client presentations used in the capital expansion meetings.
  • Gained hands-on experience on state of the art financial data platforms such as Bloomberg and Factset.
  • Attended and represented the firm in investor summits organized by India's top investment banking firm.
  • Automated the process of client portfolio performance reports by creating advanced excel based models functioning on user inputs as well as live market data.

Education

Master in commerce Extension - Finance and Business analytics

The University of Sydney
Camperdown, Sydney
07.2025

Bachelors in Business Administration - Finance

Maharashtra Institute of Technology
Pune,India
04.2023

Skills

  • Portfolio management
  • Risk assessment
  • Cost accounting
  • Fundamental Analysis
  • Equity research
  • Advanced excel
  • Canva
  • Adobe
  • Bloomberg
  • LSEG Ecosystem
  • Trend forecasting
  • KPI analysis

Skills

Portfolio management, Risk assessment, Cost accounting, Fundamental Analysis, Market research, Equity research, Budgeting and forecasting, SQL, Python, Advanced excel, Canva, Adobe, Bloomberg, LSEG Workspace, LSEG Eikon, LSEG Datastream, Factset, CAPIQ

Activities

Entrepreneurship Development Hackathon, Team leader - Team Express Luggage, Startup ideation for efficient handling of excess luggage by aircraft carriers providing cost effective solution for passengers as well as aircraft carriers. Reward point system and data collection of all airport users in the form of passengers in order to effectively handle the sales of airport businesses., 01/01/23, Qualified for round 2 of Hackathon, with potential investment interest shown by French investors.

Timeline

Analyst

Straive
05.2023 - 04.2025

Investment Banking Intern

Impetus Investments and consultants
09.2021 - 12.2021

Master in commerce Extension - Finance and Business analytics

The University of Sydney

Bachelors in Business Administration - Finance

Maharashtra Institute of Technology

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