Summary
Overview
Work History
Education
Skills
Certification
Projects
Timeline
Generic

Sumedha Tikoo

Mumbai

Summary

Goal-driven Analyst polished in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success. Over 2 years of experience in mutual fund industry.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Analyst - Fixed Income

Canara Robeco
Mumbai
06.2022 - Current
  • Initiated coverage on companies and built financial models for credit investment purposes
  • Collaborated with analysts to research companies, contributing to a high-quality investment universe
  • Articulated research and maintained continuous coverage of allocated companies and sectors to assist fund managers
  • Actively participated in management meetings, analyst conference calls, and investment conferences
  • Assisted fund managers with research on various data points
  • Conducted active research on the BFSI sector and created presentations based on findings
  • Developed comprehensive databases for banks and NBFCs, enabling in-depth research and analysis
  • Conducted in-depth analysis of peer portfolios, comparing them with our portfolio to enhance understanding of the investment universe.

COO

Renovatio India
Nagpur
12.2020 - 04.2021

Community Head

Future of Arts Media Entertainment Pvt. Ltd.
Delhi
09.2020 - 04.2021

Associate

Startup Angels Network
Delhi
07.2020 - 04.2021

Business Developer

Vasu Utility Projects Pvt. Ltd
03.2020 - 07.2020

Intern

Vasu Utility Projects Pvt. Ltd
09.2019 - 02.2020

Intern

GigIndia
10.2016 - 01.2018

Management trainee

  • Completed a 6-month trainee program, rotating through various departments including equity, fixed income, sales, operations, products, corporate development, customer service, digital, risk, and compliance
  • Acquired hands-on experience in each department, gaining insight into the company's internal operations and the interplay between different functions
  • Developed a deeper understanding of departmental roles and their significance, facilitating collaboration and contributing to the company's growth.

Education

Masters in Management Studies - Finance

Xavier Institute of Management & Research
01.2022

Bachelors in Business Administration - Finance

Brihan Maharashtra College of Commerce
08.2019

Central Board of Secondary Education (12th Grade) - Commerce

Darbari Lal Foundation Public School
03.2016

Skills

  • Credit research
  • Company research
  • Investment Advisory
  • Mutual fund rating
  • Economic research
  • Report Preparation
  • Documentation And Reporting

Certification

  • Certificate Program in Financial Markets Sales and Operations by BSE Institute Limited
  • NISM Series V-A: Mutual Fund Distributors Certification Examination

Projects

Research on Evolution of Indian Equity Market, XIMR Accounting Ratio of Hindustan Foods, XIMR Economic Product Analysis of Toothpaste, XIMR Operation Management for Cloud Kitchen, XIMR Accounting Ratio of PARAG and AMUL, BMCC In-depth research on Industrial visit to Govardhan Plant, BMCC

Timeline

Analyst - Fixed Income

Canara Robeco
06.2022 - Current

COO

Renovatio India
12.2020 - 04.2021

Community Head

Future of Arts Media Entertainment Pvt. Ltd.
09.2020 - 04.2021

Associate

Startup Angels Network
07.2020 - 04.2021

Business Developer

Vasu Utility Projects Pvt. Ltd
03.2020 - 07.2020

Intern

Vasu Utility Projects Pvt. Ltd
09.2019 - 02.2020

Intern

GigIndia
10.2016 - 01.2018

Management trainee

Masters in Management Studies - Finance

Xavier Institute of Management & Research

Bachelors in Business Administration - Finance

Brihan Maharashtra College of Commerce

Central Board of Secondary Education (12th Grade) - Commerce

Darbari Lal Foundation Public School
Sumedha Tikoo