Self-driven individual with experience in Equity Research , Fixed Income , Equity valuation and Modelling with keen interest in Market analysis along with expertise in Product Management
Vendor Onboarding Project
Replacing Vendor for Private Market encompassing 90 % coverage and selecting Vendor based on their Coverage of firmographics, financials and on parameters like Environmental Social and Governance (ESG) , Revenues and Income along with client Usage
Revenue Estimation Project – Financial Modelling of Revenue
Modeling Revenue for Private Companies where Actual values are not reported by Companies and generating Future forecast for same across different sectors
Agile Projects - Convertibles, Municipals, and Inflation
Worked on Convertibles securities where it includes incorporating features related to Equity conversion and Convertible bonds which behaved more like Equity
Improving analytics for Inflation linked Securities for bonds denominated in Pounds , Euro and Chilean Securities
US Financials Calculation
Creating Financial statement for US listed Companies based on 10K , 10Q documents periodically
Reviewing amended Financial Statements reported by US Companies
Share /EPS Project
Worked on Share and EPS projects for US Companies which were listed on S&P 500 Index
Calculating Dividend, Different classes of Shares and Net Income for US listed Companies
Coverage Expansion
Expanding Coverage for Companies listed in Russell 3000 Index based on Market Capitalization
Adding and removing coverage for Companies based on periodic updates in Indexes being tracked
Tracking Index changes and replicating same in FactSet Coverage
Equity Research , Valuation , Fixed Income , SQL , Python , JIRA , Equity Markets , Financial Modelling , Market Analysis, Investment Analysis , Portfolio Management