
Suraj Kumar Poddar
IT-Software

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About me
10+ years into Credit & Equity Research || CFA Level 3 candidate
Education

CFA Institute, USA
2014 - 2017CFA FinanceActivities and Societies: CFA Level 3 candidate

MCKV Institute of Engineering
2007 - 2011Engineer's Degree Information Technology.webp)
Goa Institute of Management (GIM)
2013 - 2015Master of Business Administration (M.B.A.) Finance, General
Experience

Tata Consultancy Services
Dec 2011 - Jun 2013IT-SoftwareProject Description:BSNL CDR (Call Data Record) is a PAN India level project. The main objective of the project is to deploy various Messaging and Storage Service platform, Ochiltree eration Support System (OSS) & Billing, Security System and Enterprise Management System in Data Centers in four cities, over the National Internet Backbone.It includes modules like Customer Relationship Management (CRM), Payment Management System (PMS) & CLARITY, Identity and Access Management (IAM), Service Manager(SM), Directory Enquiry (DQ), SAP-FI and SAP-BI.Solution Environment :The project provides an EIP environment that integrates with Web Sphere Portal, Post-paid Billing (Kenan FX), Pre-paid Billing (OBRM), Mediation (CSG Data Mediation),Order / Inventory Management System (Metasolv), Helpdesk (Remedy), Voucher (TCS), Commission (TCS), Messaging (Openwave), Business Intelligence (SAP BW) applications to provide support of data network services.Key tasks performed:-Creation of PL/SQL, UNIX shell scripting for process automation.-Regular database archival and retrieval of backup data as and when required.-Supporting day to day Operations & Maintenance (O&M) activities.-Extracting ad-hoc reports depending on client requirement-Co-ordination with team from HCL & BSNL for connectivity.-Imparting training of modules to clients -Being at on-site, one of the major responsibility was to interact with the clients and solve their queries on a daily basis Show less

Tata Steel
Apr 2014 - May 2014Summer InternAs part of my MBA program, I underwent 8 weeks of internship in the "Investment & New Ventures" department of Tata Steel. The team was an integral part of the Corporate Finance division in Tata Steel and all the major decisions regarding acquisitions and mergers of companies/assets were taken by the department. During my tenure in Tata Steel, the team was working on the acquisition proposal of coal and iron-ore mines (asset level) in Canada and Australia. I was reporting to the Director of the department and was working on the feasibility analysis (projection of future demand-supply trend using qualitative and quantitative techniques) of the said acquisition.Key tasks performed during the internship period-- Qualitative analysis of global demand-supply dynamics of iron ore with key emphasis on China and Australia (Key demand drivers- Falling Chinese GDP, Lack of infrastructure activity in China, Declining global Steel production; Key supply drivers- Increase in mining activity in Australia's Philbara region in Western Australia) - Prepared a statistical model to forecast the price of iron ore for the next two years using forecasting tools and multivariate regression analysis. The inputs from the projection were used by the company in their merger & acquisition plan of iron ore mines in Canada. The project was awarded "second best internship project year 2014-15" for the quality of deliverables and the impact on business-unit. Show less

Credit Suisse
May 2015 - May 2016Financial AnalystIn my role at Credit Suisse, I was part of the team performing valuation of complex structured financial products like CDS, IRS, TRS and other OTC derivatives products.

CRISIL Global Research & Risk Solutions
May 2016 - Dec 2016Equity Research AnalystDuring my stint at Crisil, I worked for Sanford Bernstein. Key tasks performed include- independently building detailed valuation models for few coverage companies from scratch, building investment thesis, writing company notes and covering quarterly earnings.

Antique Stock Broking Limited
Dec 2016 - Nov 2017Senior AssociateKey roles and responsibilities included- valuation of coverage companies using absolute and relative validation techniques, writing key notes on the company, writing thematic reports, attending investor conferences and meeting with the management of the coverage companies.

HSBC
Dec 2017 - May 2019Senior Associate, Resource and Energy- Part of the Resource and Energy group, covering the energy sector. - Writing research reports with key focus on sector thematic notes- Building financial models for company valuation and industry analysis, ad-hoc client requests pertaining to industry analysis

OakNorth
May 2019 - Feb 2021Senior Associate- Part of the credit research team, preparing credit memos and performing due diligence for companies - Building Financial Models from scratch, writing Credit Memos of listed and unlisted companies across sectors and geographies for loan underwriting & ongoing portfolio monitoring- Performing Industry Research on varied sectors as part of credit underwriting process- Assisted in building in-house research capabilities to perform top-down sector analysis across sectors

Acuity Knowledge Partners
Dec 2021 - Jun 2022Assistant Vice President, Oil and Gas- Part of the Oil & gas team, covering US-based upstream companies - Building valuation models and writing company research note- Preparing and updating Financial Models and Sector Databases for US upstream companies

Wells Fargo
Jun 2022 - nowExecutive Director
Licenses & Certifications

CFA (US) Level 2 Cleared
CFA InstituteJan 2013
Honors & Awards
- Awarded to Suraj Kumar PoddarWinner of title "Fin Wizard" by J.P.Morgan Chase J.P.Morgan Chase oct 2013 Winner of the "Intra-College Scholarship Test" conducted by JP Morgan Chase & Co. in the year 2013. The competition was conducted by the company as part of their talent search program during the 1st year of my PGDM program where all the 250 students (batch of 2013-2015) of Goa Institute of Management participated. -Won the 1st prize and was also awarded the title of "Fin WIzard" along with a cash prize of Rs. 50,000. Also, an opportunity of summer internship with the organization was… Mostrar más Winner of the "Intra-College Scholarship Test" conducted by JP Morgan Chase & Co. in the year 2013. The competition was conducted by the company as part of their talent search program during the 1st year of my PGDM program where all the 250 students (batch of 2013-2015) of Goa Institute of Management participated. -Won the 1st prize and was also awarded the title of "Fin WIzard" along with a cash prize of Rs. 50,000. Also, an opportunity of summer internship with the organization was offered (though not accepted). Mostrar menos
- Awarded to Suraj Kumar PoddarInter College Business Quiz - dic 2010 Won second prize in the inter college business quiz competition where more than 50 teams from various graduation and post graduation college teams across West Bengal participated.
Languages
- enEnglish
- hiHindi
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