Subhojit Banerjee

Experience

• 

  Indian Institute of Technology, Bombay

  May 2012 - Jun 2012

  Summer Internship

  Was selected as one among 9 students from all over India. Worked in the Centre for Aerospace System Design and Engineering (CASDE), to develop a system for antenna guidance to be used with MAV (Micro-Aerial Vehicle) for LOS (Line of Sight communication) using GPS receivers and mbed NXP LPC 1768 microcontroller unit.

• 

  Unifi Capital Pvt Ltd.

  Sept 2013 - Dec 2013

  Live Project - Finance Project

  Roles and Responsibilities--------------------------------------- Studied the Shareholder Activism in India and its effectiveness in enhancing shareholder returns- Analysed the financial statements of different holding companies from Capitalline and came up with the intrinsic values of their shares so that the shareholders can be aware of the spread between the original value and the traded value and take actions accordingly to increase the value of the undervalued shares.

• 

  MatraTech

  Jan 2014 - Mar 2014

  Live Project - IT Services Business Plan Development for a Kerala Based Venture

  Roles and Responsibilities--------------------------------------- Suggested industry & market size, go-to-market strategy, funding requirements for the venture- Came up with financial projections and breakeven analysis to judge sustainability of the venture

• 

  Goldman Sachs

  Apr 2014 - May 2014

  Investment Banking Summer Analyst

  Roles and Responsibilities--------------------------------------- Worked for the Industrials team and actively assisted the global team in various ongoing work-streams - Prepared a Buy Side as well as a Sell Side Pitch Book for a leading player in the Consumer Retail IndustryAchievement-------------------- Was one among 12 out of 20 interns from topmost B-Schools of India to receive a Full-Time Offer

• 

  Goldman Sachs

  May 2015 - now

  • Managing multi-asset class globally diversified portfolios with involvement in portfolio construction through risk budgeting, long-term strategic as well as short to medium term macro driven dynamic asset allocation, investment vehicle selection and oversight, risk / performance monitoring and evaluation and research on investment management products based • Designing multi-asset class portfolios with investable asset class universe including mix of traditional and alternative exposures across equities (across market-capitalization in DM and EM), fixed income (government and spread products across credit spectrum in DM and EM), real assets (real estate, infrastructure), alternative quantitative strategies and tactical tilts implemented through a mix of mutual funds, index funds, ETFs, and derivative instruments• Taking an active role in the development of portfolio proposal for investment committee approval covering details on portfolio construction, risk considerations, and manager selection cum blending • Involved in manager review covering track record, peer relative performance, risk metrics, share class pricing and cost benefit vs. expected excess return adjusted for expected tracking error, manager blending anchored on risk weighting and investment style and regular monitoring in terms of ex-post vs. ex-ante metrics• Driving engagement with current as well as prospect clients across strategic initiatives, including managing investment needs, portfolio review meetings with detailed performance drill down per investment pillar across asset allocation, dynamic overlay and manager alpha, peer analysis, markets outlook from investment lens as well as business planning and engagement with sales/distribution channels from commercial lens• Coordinating with multiple internal stakeholders across Sales, Operations, Legal, Compliance, Trading Execution Specialists, Risk, Performance and Engineering teams for client asset onboarding and ongoing portfolio management Show less Roles and Responsibilities_______________________________- Managing multi-asset class portfolios with involvement in portfolio construction and implementation, asset allocation, investment manager / vehicle selection and oversight, risk / performance management and evaluation, and research on investment management products- Overseeing multi-asset class portfolios with investable asset universe including mix of traditional and alternative exposures across equities (across market-capitalization in DM and EM), fixed income (across credit spectrum in DM and EM), real assets (real estate, infrastructure), alternative quantitative strategies and tactical tilts implemented through a mix of mutual funds, index funds, ETFs and derivative instruments- Client relationship management and strategic initiatives, including managing client investment needs, competitive analysis, business planning and engagement with clients and sales/distribution channelsKey Engagements_______________________________- Wealth Management Partnership & Model Portfolios – Work with Central Investment Teams of Private Banking Divisions of Financial Institutions across Europe, Middle East, Asia Pacific including Japan and Africa to create custom model portfolios across the risk spectrum with open architecture investment instrument selection for their underlying client base- Responsible for construction and supervision of multiple total return oriented and thematic strategies (commingled funds, separately managed accounts and model portfolios) for a suite of clients based out of Asia Pacific including Japan, Europe, Middle East and Africa Show less Roles and Responsibilities--------------------------------------- Part of the Technology Investment Banking team focusing primarily on Software and Semiconductor- Prepared pitch books, strategic presentations and made recommendations on potential acquisition / divestiture opportunities to the clients based on financial analysis and strategic rationale- Performed valuations including Discounted Cash Flow Analysis, Relative Valuation, Sum-of-the-Parts Valuation, Deal Comparison, Present Value of Future Stock Price, Analysis at Various Prices, Contribution Analysis, Merger Plans along with in-depth Company Analysis, Industry Analysis, Peer Benchmarking - Developed investment thesis and performed portfolio monitoring for a technology focused investment by Goldman Sachs Direct Private Investing team in the Clean Technology and Renewables space- Part of the Global Venture Capital Coverage Group focusing primarily on TMT coverage- Analyzed business model, funding details and valuation of portfolio companies of technology focused Venture Capital firms to advise them on potential M&A or subsequent fundraising opportunities- Attended Global Analyst Class Training in 2015 for four weeks and worked for two weeks in New YorkAchievements--------------------- Ranked second in “Global M&A Idea Generation Challenge” for presenting a cross-border M&A idea- Suggested M&A idea (Sale of Graphite Electrode business of Germany based SGL Group to Japan based Showa Denko) actually went live and got announced in October 2016Deal Experience------------------------- FEI Company’s $4.2 billion sale to Thermo Fisher Scientific- Hewlett Packard Enterprise’s $8.8 billion spin-off and merger of non-core software assets with Micro Focus- Hewlett Packard Enterprise’s $8.5 billion spin-off and merger of Enterprise Services Business with CSC- SanDisk’s $19.0 billion sale to Western Digital Show less

  • Vice President

    Jan 2022 - now

  • Associate, Lead Portfolio Manager, Multi-Asset Solutions, Asset Management Division

    Jan 2019 - Dec 2021

  • Analyst, Lead Portfolio Management, Multi-Asset Solutions, Asset Management Division

    Nov 2017 - Dec 2018

  • Investment Banking Analyst - Technology, Media and Telecommunication (TMT) group

    May 2015 - Oct 2017