PRATIK PAUL
Summary
To work in a meaningful and challenging position that enables me to be a successful professional and allows me to contribute for the growth of the company. Dynamic, dedicated & multi-faceted professional having multi-cultural and diversified experience of 7 years helping clients grow their wealth with sound financial advice
Overview
5
5
years of professional experience
Work History
Trader and Investor
- Experience of more than 10 years in Indian Stock Market
- Specialist in Midcap and Smallcap companies
- Successful and can generate guaranteed returns 30-60% CAGR in an annual year
- A trading mindset
- Recommended Stocks to clients after Corona which have given almost 15X returns
- Passionate about stock markets and always in search of the next ideas and multibaggers.
Research Analyst / Credit Analyst
DUN & BRADSTREET
- Take ownership of stocks under active coverage and maintain financial models, track news flows, and cover earnings results and other key catalyst events
- As an SPOC, comprehend client-provided research briefs, define requirements collaboratively, engage over the assignment lifecycle to agree on scope, manage client expectations, and ensure the timely delivery of high-quality, impactful, and accurate reports
- Creating Financial Models by the DCF approach to calculate the intrinsic value of the company
- Conduct extensive data analysis to enable informed decision making on equity trades
- Work closely with front office groups to iterate on financial models and investment research
- Reviewing documentation for critical errors and corrected according to internal and external submission guidelines
- Differentiating companies based on ownership pattern like private limited or proprietorship and creating records
- Acting as a facilitator to banks in opening letter of credit for various companies
- Acting as facilitator for various companies get funding from US Government
- Evaluating financial statement, (Debt, credit worthiness, profit & loss statements
- Creating Financial Models by the DCF approach to calculate the intrinsic value of the company
- Creates and monitors data management, statistical analyses and report writing.
Business Analyst/Financial Reporting
BARCLAYS
12.2018 - Current
- Project Management
- Reporting on the weekly status of all the US RFT projects with senior stakeholders
- Regulatory Reporting (IFRS 9, GAAP, Liquidity risks, BASEL norms)
- Financial reporting, Maintaining BOW, Budgeting, NPV estimation, Governance, Issue Management
- Stakeholder management - Work with internal/external stakeholders & teams to validate the requirements of the projects.
Education
Bachelor of Engineering in Electronics and Communication -
Sri Sai Ram Engineering college
Skills
SQL
Financial Modelling using DCF approach to find intrinsic values of companies
Company Analysis
Financial Statement Analysis
DCF
Expert in building equity portfolio giving a CAGR of more than 30%
Ability to rapidly build relationship and set up trust
Good verbal and written communication skills
Punctual and maintain a strict adherence of SLA
Confident and Determined
Ability to cope up with different and difficult situation
Cfa Aspirant
True
Disclaimer
I hereby declare that the above mentioned information is correct up to my knowledge.
Timeline
Business Analyst/Financial Reporting
BARCLAYS
12.2018 - Current
Trader and Investor
Research Analyst / Credit Analyst
DUN & BRADSTREET
Bachelor of Engineering in Electronics and Communication -
Sri Sai Ram Engineering college