Siddaraju K R
Gundlupet
Summary
Accomplished Financial Analyst with a proven track record at Refinitiv, now part of LSEG, specializing in equity research and data analysis. Expert in Advanced Excel and a flexible team player, adept at providing critical support during M&As and enhancing data accuracy for informed investment decisions.
Overview
6
6
years of professional experience
Work History
Financial Analyst Ownership Teams
Refinitiv
Bangalore
11.2023 - Current
- Company Overview: now London Stock Exchange Group (LSEG)
- Collects data on Investment Management Firms and Research Firms and the investment and research professionals to avail data for clients through Thomson Reuters Products
- Working alongside the client queries to update the newly available data onto Thomson Reuters Database and ensure it is accurately reflecting on products
- Now London Stock Exchange Group (LSEG)
Financial Analyst in Analyst Names Teams
Refinitiv
Bangalore
09.2021 - 10.2023
- Company Overview: now London Stock Exchange Group (LSEG)
- Having knowledge on data (Equity Share Price, Recommendation and Price Target) received from various brokerage firms/ Sell-Side firms to ensure that this information is correctly stored in Thomson Reuters databases and is accurately reflecting on products by creating or running data quality checks and standards
- Collects data on Sell-Side Brokerage Firms and Equity Analyst information to help client to make an investment decision
- Monitoring market events in order to anticipate changes in equity shares information such as Estimates Figures of stock, Recommendation and Price Target to capture the changes in the forecast (smart estimate) from historical (actuals)
- Respond to data queries from both internal and external clients and provide high-level support to such users
- Consolidate information around the dataset leading to the establishment of best practices
- Analyze client cases to form patterns and proactively improve data accuracy
- Capturing the equity information and maintain and validate the data in an accurate manner and in a timely manner onto databases using technical and financial knowledge
- Working and having a solid knowledge of financial regulations and market practices/conventions in respective markets such as America, EMEA, Asia Pacific region
- Mergers and Acquisition - A daily report on merger and acquisition of the companies across the globe
- Now London Stock Exchange Group (LSEG)
Financial Analyst in Owership Teams
Refinitiv
Bangalore
05.2019 - 08.2021
- Company Overview: now London Stock Exchange Group (LSEG)
- Collect and interpret data concerning the organization's investment programs such as price, economic influences, yield, and stability future trends
- Compare and evaluate relative values and quality of certain securities in an industry
- Reviewing financial records
- Capture shares related data, par value, Weighted Average Shares, voting rights, no
- Of shares outstanding etc
- Acquisition, analysis and collection of Insider transactions for India market
- Acquisition and collection of shareholder data for India market and should be updated with the priorities, the data will be real time
- Working on different markets trades and shareholder structures like Pakistan, Nigeria, Kazakhstan, Greece, South Africa, Kenya, Tanzania, Sweden, Denmark, Finland, Sri Lanka, Bangladesh… etc
- Collection of shareholdings according to the regulatory norms
- Worked on Australia New Project
- Manage relationships with internal and external stakeholders
- Equity research pertaining to ownership of shares held by Individuals, Institutions & Mutual Funds
- Now London Stock Exchange Group (LSEG)
- Provided guidance on investment decisions based on current economic trends and forecasts.
- Provided financial analysis support during merger and acquisition (M&A) activities.
- Conducted variance analysis to compare budgeted figures against actual results and identified causes of discrepancies.
Education
MBA - Finance
Presidency University
Bangalore03-2019
B.com - Accounting And Finance
J.S.S. College of Arts Commerce And Science
Nanjangud07-2017
Skills
- Advanced Excel
- MS Word
- PowerPoint
- Python (beginner)
- SQL (Beginner)
- Mergers and acquisitions
- Flexible team player
- Research and data analysis
Accomplishments
- Successfully certified on OA.
- Second top performer of 13F process in 2024.
- Won the State level volleyball award in the year 2015-16.
Languages
- English
- Kannada
- Telugu
- Hindi
Hobbies and Interests
- Playing volleyball
- Trekking
- Watching sports
Disclaimer
I hereby declare that the information furnished above is true to the best of my knowledge.
Personal Information
- Date of Birth: 05/30/96
- Gender: Male
- Nationality: Indian
- Marital Status: Single
Toolsworkedon
- One Ownership
- MDBS
- QDCT
- DSMT
- CMS Plus (Oracle support)
- Eikon
- Thomson One Banker
Timeline
Financial Analyst Ownership Teams
Refinitiv
11.2023 - Current
Financial Analyst in Analyst Names Teams
Refinitiv
09.2021 - 10.2023
Financial Analyst in Owership Teams
Refinitiv
05.2019 - 08.2021
MBA - Finance
Presidency University
B.com - Accounting And Finance
J.S.S. College of Arts Commerce And Science
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