Summary
Overview
Work History
Education
Skills
Certification
References
Accomplishments
Timeline
Generic
Sahil Ahuja

Sahil Ahuja

Gurugram

Summary

Dedicated, and results-driven professional with great learning and hands on experience in Investment Analysis, Valuation & Performance Reporting. Proven expertise in analyzing and presenting investment data to drive informed decision-making. Motivated individual, and quick learning with technical know- how. Seeking a challenging role to leverage my skills in performance measurement, portfolio evaluation, Investment Analysis and reporting to contribute effectively to an organization's success.

Overview

9
9
years of professional experience
1
1
Certification

Work History

LEAD SPECIALIST- INVESTMENTS

MERCER CONSULTING
06.2021 - Current
  • Conduct comprehensive analysis of portfolio returns, risk metrics, and attribution across diverse asset classes to support strategic decision-making processes.
  • Perform macroeconomic and microeconomic research analysis, conduct fund due diligence, and integrate both quantitative and qualitative analysis for decision making.
  • Assess fund performance relative to industry benchmarks and peer groups, identifying variances and recommending adjustments to optimize portfolio performance.
  • Compile detailed performance reports for equities, fixed income, alternatives (Private Equity & Hedge Funds), and multi-asset portfolios, aligning findings with client objectives, and providing comprehensive performance summaries, Capital market commentaries, and investment insights to support data-driven decision-making.
  • Conduct key ratio analyses, develop manager search report, one pager summary & Factsheet, peer benchmarking, and relative valuation assessments to guide asset allocation and fund selection processes.
  • Review reports prepared by junior team members, provide constructive feedback, and lead training sessions on processes, database utilization, and investment analysis and reporting methodologies.
  • Conduct in-depth investment expense analysis, benchmark fund expense ratios against industry standards, negotiate more favorable fee structures, and present cost-saving recommendations to the consulting team.
  • Collaborate with investment managers, custodians, and consulting teams to ensure the accuracy of client-specific data, presenting findings through detailed reports and presentations.
  • Maintain regular communication with onshore and consulting teams, translating complex performance data into actionable insights for senior stakeholders and clients through meetings, reports, and presentations.
  • Coordinate with internal and external team members, leading the compilation of process-driven Management Information Systems (MIS) as directed by the Manager.
  • Implement robust validation frameworks to reconcile discrepancies in performance reports, ensuring consistency between custodian statements and internal performance calculations.
  • Develop reporting templates, automate data extraction from Bloomberg, Custodian/Investment Manager, and contribute to initiatives aimed at improving process efficiency and quality.
  • Lead knowledge-sharing initiatives on investment domains, create standardized operating procedures (SOPs) and workflows, and mentor junior analysts to enhance team capabilities and deliverable efficiency.

JUNIOR MANAGER- CS & INVESTOR RELATION

GMR ENERGY
05.2016 - 05.2021
  • Investor Due Diligence
  • Financial Analysis & Modelling
  • Liaising with Multiple Stakeholders including Regulators
  • Merger and Acquisition
  • Equity and Loan Funding
  • Preparing Company funding Deck
  • Compliance of all Hydropower Project Companies pertaining to Companies Act, FEMA etc
  • Handing Issue and offer of Securities
  • Letter of Intent, MOUs, & Shareholders' Agreement
  • Selection of Instruments for potential Investment
  • Ad hoc Business requirements including applying for RFP, engaging consultants, Finalizing and negotiation of Investment Agreements

Education

CFA Level-1 -

CFA Institute
USA
10.2022

Certified Management Accountant (CMA) -

Institute of Management Accountant
USA
09.2019

Company Secretary (CS) -

Institute of Company Secretaries of India (ICSI)
India
01.2016

B. Com -

Maharishi Dayanand University
India
01.2014

12th (Commerce) -

CBSE
India
01.2011

10th -

CBSE
India
01.2009

CFA Level-2 Candidate

Skills

  • Investment analysis
  • Analytical approach
  • MS PowerPoint
  • Advanced Excel
  • Financial Modeling
  • Detail-oriented
  • Knowledge of financial markets and instruments
  • Good team player
  • Due diligence
  • Investor Relations
  • Equity investing

Certification

  • Certification Program on Valuation and Financial Modelling, The Wall Street School, New Delhi
  • Investment Foundations Certificate, CFA Institute

References

Available on request

Accomplishments

  • Recognized as a Rising Star for quickly learning operations of various job types and deliver with utmost quality in short span. Multiple Spot award for process excellence, quality deliverables.
  • Spot Award for playing a key role in securing significant investment funding for a major infrastructure project.
  • Spot Award for excellence contribution in completing the stake sale of foreign units.

Timeline

LEAD SPECIALIST- INVESTMENTS

MERCER CONSULTING
06.2021 - Current

JUNIOR MANAGER- CS & INVESTOR RELATION

GMR ENERGY
05.2016 - 05.2021

CFA Level-1 -

CFA Institute

Certified Management Accountant (CMA) -

Institute of Management Accountant

Company Secretary (CS) -

Institute of Company Secretaries of India (ICSI)

B. Com -

Maharishi Dayanand University

12th (Commerce) -

CBSE

10th -

CBSE

CFA Level-2 Candidate

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Sahil Ahuja