Shimer Roshan

Self-driven Business Analyst with a dedicated history of 6 plus years experience in IT, Investment Banking, Capital Markets,Automobile Leasing Domain’s in providing bankers with financial analysis based on market trends and company-based drivers and creating vetting materials to discuss transactions with product group partners. Practiced in clarifying business requirements, performing gap analysis between goals and existing procedures/skill sets, and designing process and system improvements to increase productivity and reduce costs. Highly capable of proactively reviewing and complying with Firm Policies applicable to business activities, and escalating operational risk loss events, whilst providing accompanying solutions that are consistent with the organizational objectives. With a thorough ability of providing valuable input to equity offerings, valuations, private placements, and advisories, I deftly develop financial models to assess debt and equity financing alternatives for transactions. Proven management, leadership and follow through skills, I specialize in completing monthly risk monitoring tasks, including data validation, benchmark and portfolio tolerance checking and resolving any issues around this data by liaising with internal stakeholders and external data providers. Deft at supporting business partners and stakeholders by successfully transforming data into useful, relevant information, and by leveraging sound business knowledge, additional sources of information, and resources to deliver insight to the internal clients. Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.

FUNCTIONAL AREA OF EXPERTISE

Investment Management

Developed and maintained individual client relationships to drive value to each customer, which was accomplished through a needs-based approach
Met client investment objectives, analyzed, and evaluated portfolios by recommending investment solutions aligned with clients’ risk tolerance, time frame, and financial situation
Re-allocated clients’ portfolios to become efficient by aligning the expected return with the appropriate level of risk
Analyzed companies, performed financial modeling and valuations, and assisted senior bankers with research on potential acquisitions and potential buyers
Prepared briefing books, pitch books, and market updates for senior bankers and clients

Client Servicing

Acted as a first point of contact for all client enquiries and end to end service delivery through consultant, whilst resolving queries and client's

Ad Hoc requests

Resolved all postproduction queries in a timely manner, by taking into consideration of all risk and compliance, while handling client exception by following SLA
Collaborate with Consultants to provide best service delivery to the client

Financial Performance Management

Provided accurate performance measurement of all the investments and security returns made in the portfolio to the client, by effectively using the methodologies of Modified Dietz returns calculation or time weighted returns calculations
Prepared return calculations, risk analytics, attribution reporting, peer universes, benchmarking, regression analysis and pro-active portfolio commentary
Led RFP, development and production phases of new clients and expansion of existing accounts

Risk Analysis & Management

Used tools such as Attribution, Variance Analysis, Trend Analysis and Reconciliation, effectively performed detail performance analysis, identified risks in the client's Investment Portfolio, through determining the relative performance of portfolio compared to market (global indexes) or portfolio with similar investment (custom benchmark) and fund managers

Validation & Product Pricing

Performed product pricing of all the Financial Instruments, including Equities, Fixed Income Securities, Funds, Bonds, & Derivatives, and

Money Market Instruments

Conducted financial and valuation analyses in preparing a competitive project strategy
Verified every activity such as validation of all corporate actions, accuracy of income, expenses, various fees payment, security pricing, and all other accounting entries

Reporting & Accounting

Prepared different customized reports through fetching of required data from a database with the help of SQL queries and workbench
Delivered customized reports containing monthly, quarterly, yearly performance of every asset class and total investment in portfolios as per client request

Client Reporting

Maintained and oversaw the firm's and product's information in consultant databases and consultant reporting requested on behalf of clients and prospects, and the production and distribution of standard marketing materials
Provided and maintained accurate, timely, and Client

Management information on proprietary consultant databases and commercial data vendors

Stakeholder Management

Developed and / or maintained relationships with internal business partners, and internal staff
Promoted collaboration, partnerships among participants in the development project.
Developed and led on innovative ways to manipulate data in order to always present information to Sourcing stakeholders, which maximized value-add and insight, and highlighted the key areas that need attention

• ACADEMIC ACHIEVEMENTS : Excellence in Leadership award and Certificate of Leadership: Vice- President Citizen Consumer Club | Loyola College | 2010-2011
• VOLUNTARY ACTIVITIES : Successfully completed 120 Hours of Community Service to the neighborhood development | Loyola Empowerment and Reach-out