CA Sriram Iyer

CA Sriram Iyer

Articled Assitant

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  • Timeline

  • About me

    Manager at CRISIL Limited

  • Education

    • Model English High School, Kalyan (East)

      1990 - 2002
      S.S.C Mumbai Board
    • Mumbai University

      2005 - 2007
      B Com Accounting and Finance

      Mumbai University, March,2007.

    • The Institute of Chartered Accountants of India

      2005 - 2010
      Chartered Accountant Accountancy, Financial Management etc
  • Experience

    • M.P.Chitale & Co., Chartered Accountants

      Apr 2007 - Jun 2010
      Articled Assitant

      Completed the three years of CA Articleship with MPC&Co. wherein I was able to gain an inside understanding of the operations, functionalities as well as legal & statutory requirements to be fulfilled by the participants and products of Capital Markets in India as well as funds outside India.Internal Audits & Concurrent Audits of leading Brokers registered with NSE & BSE, Depository Participants, Portfolio Managers, Mutual Funds, R & T Agents, Fund Accountants in India. Special Assignments like Certifications, Verification of components forming part of NAV of various leading Mutual Funds (Indian as well as International Funds) and Other Periodic and Statutory Report Verification etc. Show less

    • CRISIL Limited

      Jun 2011 - May 2018

      --- Primarily assisting US and Canadian S&P analysts in the North American non-life (Property/Casualty) insurance and reinsurance sector. --- Assisting EMEA region S&P analysts in case of special analytical projects involving Global Multiline Insurers' research and credit analysis.--- Responsible for delivering high quality analytical outputs for S&P ratings or client/ investor presentations. --- Assisting the S&P analysts in drafting / publishing research reports on various topics and thought leadership.--- Assisting in Credit Ratings and ongoing surveillance of some of the largest and multifaceted non-life insurance companies in the world (Liberty Mutual, Travelers, Chubb Corp etc.).--- Participating in rating committees as an observer, attending management meetings (S&P analyst's meetings with the insurance companies).--- Mentoring junior team members and grooming them to reach the next level in analytics. --- Leading the training and capability development exercises for the team. --- Implemeting cross-sector skilling projects (Banks and Insurance). --- Bringing in process efficiency and productivity gains through lean management techniques. Show less --- Primarily assisting US and Canadian S&P analysts in the North American non-life (Property/Casualty) insurance sector. --- Assisting EMEA region S&P analysts in case of special analytical projects involving Global Multiline Insurers' research and credit analysis.--- Responsible for assisting in high quality analytical outputs like full analysis, client or investor presentation deck. --- Assisting the S&P analysts in drafting / publishing research reports on various topics.--- Assisting in Credit Ratings and ongoing surveillance of some of the largest and multifaceted non-life insurance companies in the world (Allstate, Liberty Mutual, Travelers, Chubb Corp., Progressive etc.).--- Participating in rating committees as an observer, management meetings (S&P analyst's meetings with the insurance companies). Show less Supporting the Standard and Poor’s Analyst in the U.S. and Canadian Property and Casualty (Non-Life) Insurance Sector .It includes the complete analysis of the credits (companies) for the purpose of assigning Credit Ratings. On the analytical front, the credit is analysed for its business profile (the qualitative analysis) and the operating profile (the quantitative analysis).Good understanding of both the U.S. and the Canadian Property and Casualty (Non-Life) Insurance Industry.Was actively involved in the analysis provided in the research report titled "Credit Fundamentals For Canadian Property And Casualty Insurance Industry Are Stable, But Challenges Remain" published by S&P in Dec-2011.Actively involved in research support for the S&P article: TRIPRA On The Brink Of Expiration:A Ratings Perspective dt. March 17, 2014. Show less

      • Lead Analyst

        Apr 2017 - May 2018
      • Senior Credit Analyst

        Apr 2014 - Mar 2017
      • Credit Analyst

        Jun 2011 - Mar 2014
    • HDFC Bank

      May 2018 - Oct 2018
      Assistant Vice President
    • CRISIL Limited

      Oct 2018 - now
      Manager

      Managing a team of more than 25 credit analysts who support S&P within the Insurance and Banks sector across US and EMEA region.

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to CA Sriram Iyer
      Bronze ACE S&P Global Oct 2016 Analytical Excellence
    • Awarded to CA Sriram Iyer
      Corporate Award - Analytical Excellence. CRISIL Ltd. (An S&P Global Company) May 2016 Q1 2016 CRISIL Corporate Award
    • Awarded to CA Sriram Iyer
      Bronze ACE S&P Global Sep 2015
    • Awarded to CA Sriram Iyer
      Bronze ACE Award Standard and Poor's Sep 2014 Received S&P Bronze 'ACE' Award in the 'Drive Performance' Category.
    • Awarded to CA Sriram Iyer
      Bronze ACE Award Standard and Poor's Oct 2013 Received S&P Bronze 'ACE' Award in the 'Teamwork' Category.
    • Awarded to CA Sriram Iyer
      Bronze ACE Award Standard and Poor's Oct 2012 Received S&P Bronze 'ACE' Award in the 'Process Improvement' Category.