Rohit Sugandhi

• Responsible for assessed the risk of strategic and critical vendors for one of the largest Investment Bank Morgan Stanley covering the Key aspects of financial viability
• Analysed financial statements for revenue performance, stage of company,ownership,liquidity and more to determine level of risk involved.
• Conducted operating and financial performance of Public and Private companies specially distressed companies,tracking structural changes in PE,VC and M&A.
• Analysed Risk and Identify high risk-suppliers with marked potential red flags.
• Performed credit reviews on corporations to assess financial conditions by calculating Liquidity Ratios,EBITDA,Normalized Net Income etc.
• Provided In-house with detailed ratings based on overall performance.
• Generated comprehensive risk-assessment reports on the basis of parameters framed internally on supplier risk with predefined Templates.
• Use Capital IQ Database and Rapid Ratings for Public Companies Financials.
• Address ad hoc queries.

Equity Data Department - 1year

● Collected fundamental data from balance sheet, income statement & cash flow statement across Global Market Companies.

● Collected crucial footnotes of all the statements as per company standards, & GTR methodologies and mapped every line items of Financial Statements as per company methodologies.

Debt Capital Structure Department - 2.4 years

● Collected, interpreted and analysed data of different types of debts with various attributes in financial statements across global companies and taking ownership in data quality controls to ensure consistent and high-quality data provided in order to meet product requirements.

● Also adhered to local team's goals,policies, procedures and work in a focused manner to achieve the overall organizations goals objectives.

● Collected crucial data from footnotes as per internal methodologies.

● Responsible for analysed & interpreted the financial data & mapped every line item according to the collection policies of the company. Actively discover and raised issues in work (including system, process and collection methodology) and propose enhancement suggestions further improvement in system functionality, process efficiency and data quality.

● Delivered a high level of customer services to external & internal clients. Furthermore,works on the client queries & provide services on stipulated time. Participated in other data and process related projects like industry/market data collection methodology research, market expansion process certification, new product development support, etc

● Helped the Investment Banks in Merger and Acquisition and other clients for taking financial investment decisions by delivering them a concised debt nature data.

● Also have exposure on Quality Audit and resolving queries among Team Members.

Achievements -

• Awarded 2 times "Thank You Card" for maintaining Quality of more than 98.5% and Production 125%.
• Promoted to Senior Level.

• Worked with clients to support understanding of rationale and details of financial strategies.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs with the help of Karvy Stock Research Reports provided by Equity Research Team.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
• Generate Revenue for Clients & Company.
• Client service in hedge positions to cover their risks & maintain proper Risk Reward Ratio.
• Good Exposure on Derivatives Market like Future and Options with Various Strategies like Covered call, Long Strangle and Straddle Options Strategy etc.

Achievements

• Rewarded with 3rd Prize by “Rising Star Award” for highest Revenue generation as a fresher and enhanced the Portfolio size of a customers.