Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Hobbies and Interests
Personal Information
Timeline
Generic

SAIDEEP CHOUDHARY

Dubai

Summary

  • Investment professional with 8 years of experience and enthusiasm to solve problems in the different areas of Finance and Management.
  • Have a wide variety of work experience in different areas, such as investments, equity research, portfolio management, M&A, corporate finance, bond deals, and venture capital.
  • Currently handling a job profile related to investments in global equities. Part of the only team from India in global markets, which is involved in both equity research and investment management.
  • Previously handled investments and finance role in the Group CFO’s office of one of the world’s leading family offices.

Overview

10
10
years of professional experience

Work History

Investments Analyst: Global Equities

William O’ Neil
01.2021 - Current

Working with the CIO of William O'Neil, as well as the Director of the Technology sector.

Driving equity investments in technology companies with a sector-agnostic approach.

Markets covered are global, covering North and South America, Europe, Asia, and Australia.

Equity Researcher (Global Markets)

  • Hardware & Semis (3+ years; Present): Covering global companies such as Nvidia, AMD, Samsung
  • Recently, I also started covering the highly demanded space of cryptocurrencies, such as Bitcoin.
  • Software (6 months): Covered companies such as Microsoft, Sony, and Salesforce.

Portfolio Manager

  • Managing portfolios of in-house funds as well as portfolios from other asset mgmt. firms
  • Assisting various firms such as Pictet, JP Morgan, Invesco & Fidelity with investment ideas
  • Involved with three in-house funds of $10M, $50M & $100M with major focus on U.S. and Europe
  • Generated high amounts of returns on stocks in a less limited time. Example: 700%+ on Nvidia in

Associate Manager: Investments & Finance (Group CFO’s Office)

Adani Group
05.2019 - 12.2020

Part of Accelerated Adani Leadership Program (AALP) & mentored directly by Adani Group CFO

Assisted in Investments & Financing part of various listed & unlisted businesses of Adani Group

Mergers & Acquisitions

  • Supported the company in M&A transactions of $510M with Total Group (France).
  • Involved in building financial models for the renewable arm (Adani Green Energy) of the Adani Group.

Asset Management

  • The shortlisted fund of Vanguard invested $10 million worth of shares in a portfolio company.
  • Made suitable recommendations on indexes and ETFs, which can potentially invest in the Adani Group.
  • Handled Equity and Bond Investors of all the deals ranging of listed Group companies

Int’l Bond Deals & Corporate Finance

  • $500 M and $362.5 M Bond deals: Involved in USD bond deals at different stages with different roles
  • 1200 crores Indian Rupee Bond Deal: Involved in INR bond for one of the Group companies
  • Acted as facilitator to complete various recurring and ad-hoc processes for the portfolio companies

Venture Capital Analyst

I2india Ventures
08.2015 - 01.2017
  • Analyzed new investment prospects by researching their USP, business model and competitors
  • Created reports on top emerging sectors and companies in India for start-up investments
  • Successfully evaluated new potential start-ups and gave inputs on whether to invest in them

Education

MBA - Finance

FMS Delhi
01.2019

M.Sc. (Hons) - Economics with dual degree from Engineering

BITS Pilani
01.2015

Skills

  • Valuation
  • Financial Modeling
  • Investments
  • Equity Research
  • M&A
  • Corporate Finance
  • Portfolio Management
  • Financial Advisory
  • Investment Banking

Accomplishments

  • American Express, National Champion: Rank 1 out of 1400 candidates of top 8 B-schools of India
  • Google: Fetched a venture capital funding from Google for a startup innovative idea
  • 1) BlackRock Asset Mgmt Challenge Winner; 2) Int’l Wealth Mgt. of India Winner; 3) Winner of Bain Capital and Citi: M&A and IB competition
  • Have represented as National Player in Handball & State Player in Football

Hobbies and Interests

  • Global Financial Markets
  • Investing
  • Financial Modeling

Personal Information

  • Age: 32
  • Gender: Male

Timeline

Investments Analyst: Global Equities

William O’ Neil
01.2021 - Current

Associate Manager: Investments & Finance (Group CFO’s Office)

Adani Group
05.2019 - 12.2020

Venture Capital Analyst

I2india Ventures
08.2015 - 01.2017

MBA - Finance

FMS Delhi

M.Sc. (Hons) - Economics with dual degree from Engineering

BITS Pilani
SAIDEEP CHOUDHARY