Summary
Overview
Work History
Education
Skills
Cfa Aspirant
Disclaimer
Timeline
Generic

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

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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

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