Sagar Baniya

• Contribute to the Investment Research team output, recommending and covering collective investment vehicles (open and close end) and strategic asset allocation.
• Screening and due diligence of external managers, funds or direct investments across all asset classes.
• ⁠Monitoring of current investments through manager meetings, conferences, fund document reviews, including providing performance analysis and written commentaries.
• ⁠Research into social impact investment markets and new fund opportunities including assessment of the health impact measurement systems and methodologies.
• ⁠Maintenance and improvement of various proprietary portfolio management, cash flow, reporting and risk systems.
• Preparing regular performance reports and materials for our investment committees and sub committees, including performance, attribution and exposure analyses.
• ⁠Research into economic, industry and financial market trends to help inform asset allocation decisions and to fuel investment idea generation.

Research Analysis (80%)

• Detailed analysis of relevant financial, economic, companies and industries data
• In-depth analysis of industry dynamics and competitive landscape of specific industries
• Provide support in evaluation of potential investments.
• Conduct market research and due diligence on potential investments.
• Analyse financial statements and create financial models.
• Prepare investment reports and presentations.
• Monitor portfolio investments and provide regular updates to team.
• Attend meetings with potential and current portfolio companies.
• Research potential acquisition target
• Upload and manage all potential acquisition related data on inhouse system
• Undertake market research across geographies looking for acquisition opportunities

M&A Deal Support (20%)

• Help with all deal support such as (market analysis, contract review, financial analysis and other elements of due diligence)
• Prepare investment memorandums
• Support the Business Development Executives and Group Leaders.
• Communicate constantly with the internal teams

• Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies
• Look back at previous investment decisions and the thought process of making the investment decision
• Liaise with fund managers and network with industry professionals
• Monitor closely financial press and keep a track of market trends, opportunities, risks and new investment products
• Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios
• Develop complex financial models and analyse legal documents

• Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
• Reviewed financial reports and streamlined operations to increase productivity and company profits.
• Collaborated to develop and maintain targeted profit plans to sustain growth.
• Analyzed and processed project specifics before capital deployments.
• Evaluated financial performance of investments, acquisitions and other business opportunities to provide strategic recommendations.