Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
Generic

Simran Sethi

Faridabad

Summary

Experienced analyst with approximately 5+ years of experience in the financial services field, including fintech and credit analysis. Dedicated and committed to growing and expanding businesses, and I have a proven track record of success. Hold a good knowledge of credit analysis, financial analysis, portfolio management, commercial banking, due diligence, private credit, pre-deal due diligence, and CLO structure.

Overview

6
6
years of professional experience

Work History

Senior Analyst

Blackstone COE (Wipro)
Gurgaon
06.2023 - Current
  • Managed a diverse portfolio valued at approximately $5 billion, encompassing sectors such as NAV Lending, Lender Finance, GP Lending, and Sublines.
  • Performed in-depth credit evaluations to determine asset performance and business potential, including various sections of the credit write-up, such as Borrower Overview, Industry Overview, Financial Analysis, Capital Structure, Company Events, Management Update, etc., to support the annual and quarterly review process.
  • Scouting required information or documents on company websites, SEC filings, databases, Google searches, and client repositories.
  • Working on applications like Tableau, Street Diligence, Axiom, and various research portals.
  • I have trained new joiners regarding the processes, the deliverables, team expectations, and the ABF structure.
  • Led the review process for team projects, mentoring junior analysts on both current and incoming tasks.
  • Proactively participated in new deals from the client, and have taken leadership in leading quarterly portfolio reviews.
  • Monitored industry-level data to identify quarterly trends in NAV distributions and overall performance within the industry.

Analyst

Blackstone COE (Wipro)
Gurgaon
10.2021 - 05.2023
  • Works in Investment Management team with Asset Based Finance within Structured Finance Group.
  • Works on 3 main domains (1) Portfolio Management and (2) Credit Analysis and (3) Pre-deal due diligence.
  • Under PM, prepare reports and flag any unusual events. Work on P&I variance reporting.
  • Go through closing documents like credit agreements, indenture, note purchase agreement, offering circulars, etc to build investment term sheet.
  • Preparing Credit reports with details like Deal Summary, Company Overview, Financial Analysis, and Risk and Mitigates, Investment merits etc.
  • An integral part of the credit analysis team responsible for evaluating credit risk on the basis of quantitative and qualitative factors to help the client in deciding the credit quality.
  • Tracking and reviewing revaluation events for the underlying assets by creating and updating the credit underwriting models for the assets in the collateral pool.

Associate

Acuity Knowledge Partners Limited
Gurgaon
04.2021 - 08.2021
  • Responsible for spreading historical financials for past 3 years including 3 financial statements.
  • Worked for 100+ companies on detailed Microsoft Excel templates for each quarter.
  • Updating financial models including 7 year projections for FCF, DCF Analysis, FCF Analysis to debt paydown.
  • Analyzing pro forma adjustments related to Mergers and Acquisitions transactions.
  • Efficient in handling data extraction using research software such as FactSet.
  • Provided training to entry level employees for hands-on experience on financial spreading.
  • Knowledge of Oil and Gas Sector.

Analyst

Acuity Knowledge Partners Limited (Earlier known as Moody’s Analytics Knowledge Services)
01.2020 - 03.2021
  • Covenant analysis for last 4 quarters.
  • Well versed with knowledge of different types of loans and credit like RCF, Senior Notes.
  • Understanding of various filings like 10Q, 10K and all other financial reports.
  • Analyzing and understanding financial models for 400+ companies.
  • Deriving reasons for variance in revenue and EBIDTA calculations.
  • Experience in the Leverage financing sector of commercial Lending, working for an investment banking client in providing Annual monitoring analysis to help the client to analyze the leverage of various firms in order to protect the interest of our client.

Intern with Client Servicing Team

DENTSU ONE PVT LTD
Gurgaon
07.2019 - 08.2019
  • Given an opportunity to work on two key company accounts namely: Honda Motors Company Ltd. & Dulux India.
  • Experience in market analysis & industry analysis for both clients.
  • Multitasking- working closely with the creative, studio and account management teams.

Education

MBA - Finance & Marketing

Maharaja Agrasen Institute Of Technology
01.2020

B.COM (HONS.) -

R.L.A College, UNIVERSITY OF DELHI
01.2017

Class XII -

Kalka Public School
01.2014

CLASS X -

Kalka Public School
01.2012

Skills

  • Credit analysis
  • Private Credit
  • Capital Structure
  • Portfolio management
  • Regulatory compliance
  • Covenant Analysis
  • CLO structure
  • Industry research

Accomplishments

  • Bright Beginning Award by Wipro CoE
  • Go That Extra Mile Award by Wipro CoE
  • Key Performer Award by Blackstone

Timeline

Senior Analyst

Blackstone COE (Wipro)
06.2023 - Current

Analyst

Blackstone COE (Wipro)
10.2021 - 05.2023

Associate

Acuity Knowledge Partners Limited
04.2021 - 08.2021

Analyst

Acuity Knowledge Partners Limited (Earlier known as Moody’s Analytics Knowledge Services)
01.2020 - 03.2021

Intern with Client Servicing Team

DENTSU ONE PVT LTD
07.2019 - 08.2019

MBA - Finance & Marketing

Maharaja Agrasen Institute Of Technology

B.COM (HONS.) -

R.L.A College, UNIVERSITY OF DELHI

Class XII -

Kalka Public School

CLASS X -

Kalka Public School

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