Siddharth Iyer
Mumbai
Summary
Finance professional with 2 years of experience as a Private Banker, advising HNI/UHNI clients on investment strategies across mutual funds, PMS, AIFs, and structured products. Skilled in portfolio analysis, investment reviews, and interpreting financial statements and earnings reports. I combine strategic thinking with hands-on experience to deliver impactful solutions.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Private Banker
ASK Wealth Advisors
05.2023 - Current
- Developed tailored solutions to meet individual banking needs.
- Worked directly with clients investing minimum of ₹ 5 million and handled a total portfolio of ₹ 250 million. Interacted directly with key stakeholders of businesses and large corporations.
- Analyzed company earnings, financial ratios, and market data to inform clients with timely investment insights.
- Engaged with fund managers across asset classes to gain insights into investment strategies, portfolio construction, and market outlook.
- Conducted periodic investment reviews for clients by analyzing portfolio performance, calculating absolute and risk-adjusted returns, and recommending asset allocation adjustments.
- Tracked industry specific research on sectors and companies to better understand rotations in investment portfolios.
Consultant Intern
GEP
05.2022 - 07.2022
- Primary Project - Developed Category Strategies for a major utilities company based in the U.S.
- Analyzed over 1000+ client suppliers with annual spend of about $700 million using Excel Spreadsheets to segment them into supplier categories.
- Created a Supplier Segmentation Tool to identify critical suppliers from among 900+ key client suppliers based on category spend.
- Created Supplier Relationship Management Tool for the client based on AQCSIR Framework.
- Interacted with senior stakeholders as well as updated clients on project progress as well as clearing their queries.
- Secondary Project – Developed automation workflows to be used in GEP SMART Contract Drafting Software with a theoretical reduction of 30% in contract drafting time.
Education
MMS - Finance
Sydenham Institute of Management Studies
Mumbai, India01.2023
B.Sc. - Microbiology
Jai Hind College
Mumbai, India01.2020
12th Std. -
St. Gregorios High School
Mumbai, India01.2015
10th Std. -
St. Gregorios High School
Mumbai, India01.2013
Skills
- Financial Statement Analysis Investment Advisory Equity Research
- DCF & Relative Valuation Portfolio Review & Monitoring
- Client Relationship Management Excel (Advanced) CFA Level I Candidate
- Market & Industry Analysis Asset Allocation Report Writing
Certification
- NISM V-A (Mutual Fund Distribution) & NISM XXI-A (Portfolio Management Services)
- Certification in Futures and Options from Udemy
- Certification in Company Valuation and Financial Modeling from Udemy
- Certification in Introduction to Risk Management from New York Institute Finance
- Certification in Analyzing Company Performance using Ratios from Coursera.
EXTRA-CURRICULAR ACHIEVEMENTS
- Member of Executive Placement Committee, SIMSREE- Responsible for building Corporate Relations, coordinating with organizations and securing placement opportunities for 170+ students (2021-2023).
- Represented undergraduate college in Intercollegiate Fencing Tournament, 2020.
- Represented South Sudan in the Special Political and Decolonization Committee (SPECPOL) at the Harvard Model United Nations (HMUN), 2014.
Timeline
Private Banker
ASK Wealth Advisors
05.2023 - Current
Consultant Intern
GEP
05.2022 - 07.2022
MMS - Finance
Sydenham Institute of Management Studies
B.Sc. - Microbiology
Jai Hind College
12th Std. -
St. Gregorios High School
10th Std. -
St. Gregorios High School
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