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Umasis Tripathy

Umasis Tripathy

Research Analyst

Followers of Umasis Tripathy2000 followers
location of Umasis TripathyMumbai, Maharashtra, India

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  • Timeline

  • About me

    Practice Lead (CRISIL, a S&P Global Co) - Fund Management Solutions || Investment research, Asset Servicing ||

  • Education

    • CFA Institute

      -
      Investments and Securities Cleared

    • Linkedin Learning

      -
      Tableau, Data Visualization and Analytics, Power BI, VBA Macros

    • India

      -
      B.Tech

    • Kendriya Vidyalaya

      -
      IIT Powai Mumbai || Science, Maths || 82%

    • IBS Hyderabad

      2009 - 2011
      Master of Business Administration - MBA Business Administration and Management, General 8/10

      Activities and Societies: Co-founder of Skyhighservices (https://www.skyhighservices.in/) Organizing member of Money Matters Club - Umasis was awarded merit-based scholarships in two semesters at IBS Hyderabad.- IBS Hyderabad was ranked 25th in 2020 as per NIRF (MHRD)

    • University Grants Commission (ugc)

      2019 -
      UGC NET-LS Qualified Business Administration and Management, General 97 percentile

  • Experience

    • Avalon Global Research

      Jan 2012 - Jan 2014
      Research Analyst

      Buy side analyst for a Swiss Hedge fund

    • Moody's Analytics Knowledge Services

      Jan 2014 - Jan 2016
      Assistant Vice President - Equity Research and Strategy

      Worked with the Sell side analysts team for a large European bankUtilities, Industrials coverage

    • Accenture

      Jan 2016 - Jan 2017
      Research Specialist (Growth and Strategy)

      Utilities sector coverage

    • Sutherland

      Jan 2017 - Jan 2018
      Senior Financial Analyst (Front End Equity Strategy)

      Front end analyst for a Buy side US Hedge Fund covering 'Special Situation', 'Event Driven', 'Arbitrage' Strategies. Published Equity reports (available on Factset)

    • CRISIL Global Research & Risk Solutions

      Jul 2018 - now

      Currently leading the Private Equity Practice with focus on Go-To-Market Strategies, Value creation and managing client relations at C-suite level. Key aspects include Pre- and Post-Deal support, Institutional Investor Strategy, Due Diligence (Financial, Commercial), Entry/Exit opportunity identification, Corporate Strategy, Weekly Cashflow building, Corporate RestructuringStrategic Planning Practices:1. Corporate Finance Advisory and Valuation engagements2. Execution of Strategic, Demand and Financial Planning projects3. Implementation of Analytical projects4. Building and Restructuring complex financial models5. M&As, Investments, Divestments, Spin offs6. Renewable project modelling (Solar Plant Project)7. Implementation of ESG in investments8. Corporate StrategyEquity Research (Buy and Sell Side) Practices: 1. End to end execution of financial research projects2. Company Initiation (Modeling and Report Writing)3. Model updates and Earnings coverage4, Thematic reportsCRISIL Corporate Awards:2019 - Received the Breakthrough Innovation Award2020 - Received the Customer Delight Award and Breakthrough Innovation Award2021 - Received the Annual Spot Award and Breakthrough Innovation Award Show less

      • Practice Lead - Fund Management Solutions, Associate Director

        Dec 2023 - now

      • Practice Lead - Private Equity Solutions, Associate Director

        Jan 2023 - Dec 2023

      • Manager / Lead Analyst - Private and Public Equity

        Jul 2018 - Dec 2022

  • Licenses & Certifications