Prateek Mehta

Experience

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  HDFC AMC

  Jan 2012 - Feb 2014

  Executive

  • Managed a team of three, to process daily investment, redemption & switch transactions worth approximately $3-4 billion• Compiled management information reports, detailing the daily inflow and outflow of funds, circulated to senior management and fund managers• Coordinated with HDFC’s lawyers, registrar and compliance team for over 800 responses and supporting documentation to Tax and Financial regulatory queries• Inspected, reported and processed Foreign Institutional Investor (FII) documentation • Interfaced with HDFC's registrar to efficiently process institutional investments, redemptions and switches with time constraints due to NAV calculation• Enhanced system controls with HDFC's registrar to maintain transaction accuracy and improve efficiency• Developed viable processes and system enhancements to address evolving regulatory reporting requirements and execute firm-wide change in transaction management systems Show less

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  GEPL CAPITAL Pvt ltd

  Mar 2014 - Aug 2014

  Sr. Associate Analyst

  • Applied Fundamental Analysis using various valuation techniques (DCF Exit Multiple, LBO and Market Pricing Model • Actioned Technical Analysis following the Elliot Wave Theory• Assisted the Head Fundamental Analyst with daily reports, earning calls, management meetings and updates• Traded in stocks, options, futures and currency markets in India• Formulated fundamental call return reports on monthly and annual basis

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  JPMorgan Chase & Co.

  Sept 2015 - Mar 2016

  Business Analyst

  JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.

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  Arihant Diagnostics

  Apr 2016 - Jan 2017

  Co Founder

  • Partnered with a US biotech veteran to set-up a genetic clinical testing lab in India specialized oncology• Developed key relationships with the Foundation for Innovative New Diagnostics (FIND – Geneva, Switzerland) Institute, specialized hospitals & healthcare facilities, and doctors to gauge market potential and develop test catalog• Identified and initiated dialogue for partnership with an NABL & H1N1 certified genetic testing laboratory in India

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  RBC Bearings Pvt Ltd (SKF Authorized Industrial Distributor)

  Jan 2017 - now

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