Sudeep Menon
Principal Analyst
Gachibowli, Hyderabad,India
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze trading patterns. Experienced in both qualitative and quantitative analysis and forecasting. Stron knowledge of excel spread-sheets various financial data sources like Bloomberg, CapitalIQ, Visible Alpha etc.
Overview
15
15
years of professional experience
4
4
years of post-secondary education
Work History
Principal Financial Analyst
D.E.Shaw India Pvt. Ltd.
Hyderabad, Telangana
05.2008 - Current
- Worked as data analyst supporting the Special Situations Arbitrage trading desk.
- Collected data and developed detailed spreadsheets to identify trends in trading patterns for M&As, IPO's Spin-offs and Special Purpose Acquisition companies, 13-F filings etc.
- Analyzed various M&A deals from an Antitrust related risk perspective.
- Played a major role in putting together various successful activist pitch decks.
- Evaluated investment potential of companies using spread models and peer comparable analysis.
- Built templates to monitor and analyze financial, statistical and operational data trends for stocks.
Associate
Syntel Sourcing Pvt. Ltd.
Pune, Maharashtra
07.2007 - 04.2008
- Worked on process Defined Contribution Services (DCS), for State Street, US
- Handled Mutual fund and Pension Fund reconciliation
- Researching on exceptions, clearing them and also following up with the erring party for the same
- Prepared Management Reports and Operational Review Reports
- Created and maintained daily, weekly and monthly MIS analysis for all the major Sub-processes
- Played a major role in stream lining as well as automating the sub-processes within DCS
- Handled the process training for new hires
Team Member
J.P.Morgan Chase
Mumbai, Maharashtra
06.2006 - 02.2007
- Worked on process Corporate Reporting Asia in the Singapore team
- Performed variance analysis and passing of adjustments for J P Morgan Chase Bank, Singapore for month end reporting
- Prepared Income and Statement of Condition for J P Morgan Funding Securities Asia Limited for month-end reporting
- Prepared Quarter-end reports from regulatory reporting
- Defined daily controls for the entire Singapore location which involved finding reasons for exceptions, following up with the clients to get them resolved
Education
Executive Program - Applied Finance
Indian Institute of Management
Kolkata 12.2010 - 12.2011
Bachelor of Commerce - Tax Procedures And Practices
Brihan Maharashtra College of Commerce
Pune 06.2003 - 04.2006
Skills
Data Collection & Research
Bloomberg/CapitalIQ/Visible Alpha
Advanced Excel
Advanced financial analysis
Timeline
Executive Program - Applied Finance
Indian Institute of Management
12.2010 - 12.2011
Principal Financial Analyst
D.E.Shaw India Pvt. Ltd.
05.2008 - Current
Associate
Syntel Sourcing Pvt. Ltd.
07.2007 - 04.2008
Team Member
J.P.Morgan Chase
06.2006 - 02.2007
Bachelor of Commerce - Tax Procedures And Practices
Brihan Maharashtra College of Commerce
06.2003 - 04.2006