Suyash Kendre

Experience

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  AIM India

  Oct 2021 - Dec 2021

  Business Development Intern

  - Analysed ULIPS (Unit Linked Insurance Policies), Fixed Deposits, Mutual funds and Term Insurance plans thereby formulated strategies for business development- Curated innovative and best suited investment options to prospective clients as per their IPS- Managed diverse clientele of over 150 and catered to the respective needs

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  SAI Enterprises

  Feb 2022 - Jan 2023

  Investments Analyst

  -Assessed and analysed performance of existing and prospective client investment portfolios. -Analysed equities, mutual funds, bonds and term products thereby conducted their respective independent valuations-Evaluated financial data and news to identify industry trends and presented potential investment and rebalancing insights to the CEO. -Generated factsheets portraying diversification and investment returns relative to benchmark index returns.-Supported the manager in making financial reports and presentations for key stakeholders. Show less

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  SS Associates

  Mar 2023 - Aug 2023

  Financial Analyst

  - Liaised with superiors and issued payment invoices to clients based on KYC records- Offered efficient solutions with respect to trade compliance and settlements- Prepared tradebook and P&L excel dashboards- Analysed financial statements & suggested strategic decisions related to capital budgeting, financial modelling and portfolio management-Assisted in filing taxes and reporting obligations thereby ensured sheer regulatory compliance as per industry standards

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  Elephant Equity GmbH

  May 2024 - Aug 2024

  Financial Analyst PE Intern

  -Conducted detailed financial due diligence with respect to firm and financial documents thereby ensured regulatory compliance and risk mitigation. -Promoted accelerated decision-making process for the management by reviewing loan agreements and cost sheets for preparing Credit Monitoring Arrangements and monthly budget reports. -Boosted efficiency of financial operations by preparing and forecasting the 3 financial statements thereby constructing robust financial models (DCF, LBO, Multiples) and identifying KPI metrics for ongoing CBG projects. -Built concise pitch decks and teasers for raising investments around 6 million Euros to fund high capex operations. Show less