Summary
Overview
Work History
Education
Skills
Timeline
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Suhail Anand

Suhail Anand

Financial Services Industry
Delhi

Summary

Experienced Senior Associate working in financial services industry with extensive background in capital markets, investor relations and audit. Currently seeking full time opportunities in investment/capital markets industry.

Overview

9
9
years of professional experience
2
2
Languages

Work History

Senior Associate

Acuity KP (Formerly Moody`s Analytics)
11.2022 - Current

Working with a leading alternative investment fund and providing support services with key responsibilities mentioned below

  • Preparing and updating PPTs and other monthly marketing materials like Factsheets, Dashboards for various funds.
  • Update the NAV, Investments, dividend computation and calculate the ROI, IRR and XIRR on periodic basis
  • Analyzing and using 8K and 10Q/K from SEC filings for various tasks like updating NAVs and Portfolio yields for top BDCs in private credit domain
  • Using portals like LCD Comps,Evestment, Callan so as to update deliverables/client reports on regular basis

Lead Associate (Audit)

EY
10.2018 - 12.2020

Worked in the audit department serving the EMIEA region with focus on French clients wherein I worked as a team player in performing various tasks as mentioned below :

  • Performed substantive procedures related to various classes of transactions in financial statements. Have worked extensively upon Cash, Equity, Receivables, Loans and other various accounts so as to gain comfort on overall audit procedure on the concerned client.
  • Managing communication with the global teams independently and handling their requests / queries/ doubts so as to make sure the deliverables are sent on timely basis.
  • Working on databases like Factiva, Company House UK and other sources to extract relevant information regarding the Company in question
  • Reviewing the prior year audited financial statements and recognize potential audit issues or unusual relationships from a detailed analysis of these statements.

Market Research Analyst

Isource Opportunities
02.2017 - 05.2018

Worked for an Information technology client as a third party research/sales team with an aim to build new client base. Below mentioned are some of the key tasks performed :

  • Preparing Company profiles, Databases using Primary as well as Secondary sources.
  • Conducted market research to identify new business opportunities and trends with an aim to drive sales and build new customer base
  • Utilize and maintain CRM database for development of sales opportunities and client development
  • Preparing Weekly Reports / Newsletters and sending it to concerned BDMs/Senior Executives

Freelance French Professional

Self Employed
08.2015 - 01.2017

With the sole objective to enhance my French language skills and attain necessary certifications I worked as an independent French language professional. Below mentioned are some of the various tasks I undertook 1.)

  • Work with various travel companies as an intermediary to smoothen the communication part with French clients based out of France (Translating documents i.e. Bills/Travel plans/Emails etc. )
  • Teach Indian school students so as to help them with their Examinations in French.

Education

CFA Level 1 -

CFA Institute
New Delhi
09.2021 - 09.2021

Bachelor Of Commerce (Honours) - Accounting And Finance

Sri Aurobindo College
Delhi, India
04.2001 -

Skills

Financial Analysis, Investor Relations, Financial Reporting, Capital Markets

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Timeline

Senior Associate

Acuity KP (Formerly Moody`s Analytics)
11.2022 - Current

CFA Level 1 -

CFA Institute
09.2021 - 09.2021

Lead Associate (Audit)

EY
10.2018 - 12.2020

Market Research Analyst

Isource Opportunities
02.2017 - 05.2018

Freelance French Professional

Self Employed
08.2015 - 01.2017

Bachelor Of Commerce (Honours) - Accounting And Finance

Sri Aurobindo College
04.2001 -
Suhail AnandFinancial Services Industry