PUJA MUNDHRA
Silchar
Summary
As an accomplished Senior Associate with extensive experience at PwC, I excel in valuation expertise and financial analysis. I have a proven track record in client management and fixed income valuation, utilizing strong communication skills to navigate complex debt products and conduct in-depth market analysis. My work has significantly enhanced valuation models and improved client engagement strategies. Holding credentials as a CFA Charterholder, Chartered Accountant, and Company Secretary, and being a graduate of St. Xavier's College, Kolkata, I bring over 5.5 years of combined professional experience from PwC SDC (Kolkata) Pvt. Ltd. and Trust Investment Advisors Pvt. Ltd.
Overview
9
9
years of professional experience
Work History
Senior Associate
PwC SDC Kolkata Pvt. Ltd
09.2021 - Current
- Valued a range of fixed-income instruments (e.g., municipal bonds, corporate debts, sovereign bonds, convertible bonds) and structured products like ABS and CDOs, applying methodologies such as Discounted Cash Flow, Comparable Securities Analysis, and Financial Ratio Analysis
- Analyzed legal and financial documents (e.g., Notes Purchase Agreements, Credit Agreements) to support valuation work
- Proficient in Bloomberg, EIKON, S&P Capital IQ, ICE, Creditflux CLOi, and rating agencies (Moody's, S&P, Fitch) for research and model development
- Led client discussions on valuation approaches and managed end-to-end engagements for timely project delivery
- Conducted private equity valuations through cross-training with the Corporate Capital team, while leading debt-side valuation training sessions
- Enhanced primary valuation models for debt securities by identifying and resolving key issues
Senior Associate
PwC LLC
10.2023 - 01.2024
- Secured an invaluable opportunity to work with the PwC onshore team across NYC, Boston, and Chicago from, , gaining firsthand experience as a valuation expert
- Communicated directly with Directors and Partners across multiple engagements, effectively managing client calls to evaluate their portfolio’s performance, address and resolve questions
- Led discussions and provided insights in client meetings, demonstrating expertise in valuation methodologies
- Gained hands-on experience in private equity valuation, expanding knowledge in this area during the secondment
Senior Associate
PwC SDC Kolkata Pvt. Ltd
12.2017 - 08.2018
- Payment Verification for Collateralized Debt Obligation transactions - Interest & Principal Waterfall Modelling, Recalculation of Collateral Quality Tests, Interest Coverage Tests, Overcollateralization Ratios & Concentration Limitations
- Building of Due Diligence (Attribute Tie-outs) & Non-Due Diligence Models for Collateralized Loan Obligations using the Indenture
- Cash Flow Modelling for Single Family Agency Transactions, Collateralized Loan Obligations
- Involves determining the Capital Structure & tranching of the Debt Structure and then analysing the Principal & Interest Waterfalls to determine the appropriate pay-outs
- Full Fund Audit (Global Mutual Funds & Banking Organizations)
- Test of Details for various FSLIs
- Full Review of Financial statements and preparing Full Disclosure Checklists
Relationship Associate
Trust Investment Advisors Pvt. Ltd
08.2015 - 04.2017
- Origination and placement of short-term and long-term debt products, structuring of the products in the debt capital market, market and credit research, interest rates analysis, portfolio analysis, cash flow management and relationship management
- Advised corporates and banks on fund mobilisation through the debt route which required managing the end-to-end process of origination and placement of Commercial Papers and Non-Convertible Debentures
- Drafting/detailed analysis of RFQs/Tenders/EOIs/Arranger-ship letters
- Single-handedly capture the entire Primary Debt Market segment using NSDL, Prime Database and Reuters
- Pinpointing areas of strengths and weaknesses in dealing segments & strategizing future actions based on the analysis of data extracted from NSDL, Prime Database and Reuters
- Analysing and monitoring updates and changes in the fixed income markets and intimating the impact of it to both the investors and the issuers and assisting them in incorporating these changes
Education
01.2022
Chartered Financial Analyst -
CFA Institute USA
08.2016
Chartered Accountancy -
The Institute of Chartered Accountants of India
01.2015
Bachelor of Commerce (Honours) -
06.2013
St. Xavier's College
02.2013
Skills
- Valuation Expertise
- Financial Analysis
- Client Management
- Fixed Income and Equity Valuation
- Structured Products
- Market Analysis
- Financial Modelling
- Communication Skills
Additional Information
- The Institute of Company Secretaries of India Websites, Portfolios, Profiles www.linkedin.com/in/pujamundhra15 Accomplishments Awarded the Spot Award thrice at PwC. Awarded with Real-Time Recognition (cash reward) twice within 6 months of joining PwC and also multiple cash rewards thereafter. Awarded 5 cash rewards from Directors, Senior Manager's while on Secondment to the US PwC office. Awarded an Extra Miler Award and Post-Busy Season Incentive for an incredible number of hours delivered during the period Jan-May 2023 at PwC. Certificate of Merit for Mathematics, Commerce and Economics at Higher Secondary Level. Director of the School's Interact Club & Treasurer of the School Fest. Took an active part in social service activities such as visiting Orphanages, Old Age homes, Blood Donation Camps.
Timeline
Senior Associate
PwC LLC
10.2023 - 01.2024
Senior Associate
PwC SDC Kolkata Pvt. Ltd
09.2021 - Current
Senior Associate
PwC SDC Kolkata Pvt. Ltd
12.2017 - 08.2018
Relationship Associate
Trust Investment Advisors Pvt. Ltd
08.2015 - 04.2017
Chartered Financial Analyst -
CFA Institute USA
Chartered Accountancy -
The Institute of Chartered Accountants of India
Bachelor of Commerce (Honours) -
St. Xavier's College
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