Experience

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  Cognizant

  Nov 2015 - May 2018

  Process executive

  Leading due diligence efforts on potential investments, coordinating with internal and external stakeholders.Managing relationships with investment banks, legal firms, and other advisors involved in the deal process.Supporting the investment team in deal structuring, negotiation, and execution.Monitoring and analyzing financial and operational performance of portfolio companies.Participating in the development and execution of exit strategies for portfolio investments.Assisting in fundraising activities, including preparing marketing materials and investor presentations. Show less

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  Capgemini

  Mar 2019 - Dec 2023

  Senior associate

  Financial Reporting: Prepare and review financial statements in accordance with GAAP or IFRS standards.Net Asset Value (NAV) Calculation: Calculate and verify the NAV of mutual funds or other investment vehicles.Reconciliation: Perform daily, monthly, and yearly reconciliations of cash, positions, and market values.Audit Support: Assist auditors during financial audits and ensure compliance with regulatory requirements.Expense Monitoring: Monitor and analyze fund expenses, including management fees and operating expenses.Tax Reporting: Coordinate with tax specialists to ensure accurate and timely tax reporting for the funds.Client Servicing: Interact with clients, answering inquiries and providing reports on fund performance and activities.For Investment Banking, you could include:Financial Modeling: Create and maintain complex financial models for valuation, M&A, and other financial analysis.Due Diligence: Conduct due diligence on potential transactions, including financial analysis and risk assessment.Pitching: Assist in preparing pitch books and presentations for client meetings and potential deals.Deal Execution: Support the team in executing transactions, including coordinating with various stakeholders.Market Research: Conduct industry and market research to support deal origination and execution.Client Relationship Management: Build and maintain relationships with clients and participate in client meetings.Regulatory Compliance: Ensure compliance with regulatory requirements and internal policies throughout the deal process. Show less

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  Jpmorganchase

  Jan 2024 - now

  Assistant manager

  Conducting research and analysis to identify investment opportunities and risks in various asset classes.Building and maintaining financial models to support investment decisions and portfolio management.Monitoring market trends and developments to adjust investment strategies and optimize portfolio performance.Participating in due diligence processes for potential investments, including meetings with company management and industry experts.Assisting in the preparation of investor reports and presentations, as well as regulatory filings.Collaborating with portfolio managers and traders to execute investment strategies effectively.Loan Syndication Specialist:Structuring and syndicating loan facilities for corporate clients, including arranging financing terms and coordinating with syndicate members.Conducting credit analysis and due diligence on potential borrowers to assess creditworthiness and risk levels.Negotiating loan terms and conditions with borrowers and syndicate members to achieve mutually beneficial agreements.Managing relationships with borrower clients and syndicate members, ensuring smooth execution of loan transactions.Monitoring loan portfolios and assessing credit risks, recommending appropriate actions to mitigate risks.Keeping abreast of market trends and regulatory developments related to loan syndication, advising internal teams and clients accordingly. Show less