Abhishek Kumar

Experience

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  Sharekhan

  Jun 2019 - Aug 2019

  Management Trainee Intern

  • Acquired and converted 50+ leads, driving sales of Sharekhan's products and services.• Guided clients in opening Demat accounts, managing investment portfolios, and helping clients to achieve their financial goals.• Responsible for maintaining and updating the client's database.

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  Bellwether Associates LLP

  Aug 2020 - Jul 2021

  Research Analyst

  • Conducted in-depth research on 80+ public listed companies, focusing on Midcap and Smallcap stocks for investment analysis.• Managed a Stock SIP portfolio, achieving an impressive 18% IRR for the 2020-21 fiscal year.• Drafted concise presentations and marketing materials to pitch the Stock SIP portfolio to high-net-worth clients.

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  Magistral Consulting

  Jul 2021 - now

  Magistral Consulting offers global outsourcing solutions in the finance sector, aiming to assist clients in achieving cost reductions in operations while significantly enhancing work quality.Collaborating with a 4-member team to deliver operational, marketing, and investment support services to a client operating an Alternative Investment Management Firm. • Developed complex Real Estate financial models from scratch for multiple projects, calculating IRRs at project and company levels.• Analyzed transaction costs, development costs, financing structures, property management costs, and cash flow timing.• Collaborated with cross-functional teams to ensure accurate financial projections and strategic decision-making. • Performed due diligence on start-ups, early-stage venture capital, and private equity for a Middle East-based client, assessing corporate governance, financial performance, top management quality, strategic direction, and validation.• Prepared a comprehensive industry report on the fintech sector for a London-based client, incorporating competitive benchmarking and opportunity assessments utilizing extensive secondary research.

  • Senior Knowledge Specialist

    Jan 2023 - now

  • Senior Research Analyst

    Jul 2022 - Jan 2023

  • Research Analyst

    Jul 2021 - Jun 2022
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  Heirloom Investment Management

  Oct 2021 - Sept 2024

  • Spearheading a team responsible for managing investments pertaining to small litigation finance claims.• Conducting assessment and due diligence for more than 2,000 small litigation claims monthly, utilizing established parameters/criteria, and presenting recommendations to the investment committee for approval.• Maintaining and overseeing databases concerning small litigation claims.• Collaborating with Solicitors/Law Firms to address daily inquiries and ensure seamless operations.• Compiling Investor Statements every quarter.• Vigilantly monitoring Risk and Cashflow associated with Small Litigation Finance Claims. Show less

  • Senior Analyst

    Aug 2023 - Sept 2024

  • Analyst

    Oct 2021 - Aug 2023
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  Heirloom Fair Legal

  Jan 2023 - now

  Senior Credit Analyst

  I spearheaded the analysis of financing litigation claims at Heirloom Fair Legal, ensuring each claim met outlined standards for successful outcomes.• Led the individual claim evaluations team to ensure rigorous scrutiny of each claim against company standards.