Surya R
Chennai
Summary
Dynamic professional with 3 yrs experience across product control in Barclays and a corporate finance role. Seeking challenging assignments in the domain of private equity, equity research, VC, investment banking, with growth-oriented organization where I can utilize my professional knowledge by seeking opportunities for professional growth and advancement and to contribute towards organization's goals.
Overview
2025
2025
years of professional experience
Work History
Equity Analyst
Barclays
Chennai
01.2023 - Current
- Preparation of daily P&L figures for the trading desk to ensure they align with the valued positions in the trading book, to ensure they reflect the true economic value of the trading portfolio.
- Analyzing and understanding the portfolio to ensure that it behaves within the expected economic factors.
- Preparing detailed commentaries on the behavior of the portfolio and ensuring that the portfolio stays within the expected risk appetite.
Senior Financial Consultant
M3bi a zensar company
Chennai
01.2022 - 10.2022
- Prepared monthly, quarterly, and half-yearly performance status reports.
- I analyzed the profitability of the business by looking at areas of direct cost, revenue, and SG&A cost.
- Projected the financial performance of the enterprise based on the current scenario of revenue, direct costs, and SG&A costs.
- Monitored the implementation of the MIS process and evaluated its effectiveness.
Article Assistant
V Sankar Aiyar & co
Education
CFA Level 2 Cleared, A Qualified CA -
ICAI, CFA Institute
2024
Skills
- Portfolio management
- Macroeconomic analysis
- Financial statement analysis
- Earnings forecasting
- Equity valuation
Timeline
Equity Analyst
Barclays
01.2023 - Current
Senior Financial Consultant
M3bi a zensar company
01.2022 - 10.2022
Article Assistant
V Sankar Aiyar & co
CFA Level 2 Cleared, A Qualified CA -
ICAI, CFA Institute
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