Sounak Mitra

Experience

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  Sanchar - An NGO working for the Appropriate Rehabilitation for the Disabled

  May 2014 - Dec 2014

  Journalist and Fundraiser

  • Created a database of their social work by using photography to document their work in various villages under their purview and wrote articles for their blog• Organized and founded an annual exhibition to sell handicrafts made by special needs individuals to raise funds for Sanchar. This exhibition continues to raise more money with each passing year• Awarded by Sanchar for contributions made to the NGO and its cause

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  826LA

  Apr 2016 - Jun 2016

  Mentor and Service Learner

  • Mentored and tutored groups of 15 students in various subjects from a wide demographic aged 6 to 18• Coordinated events and collaborated with a team to facilitate a healthy learning environment and maximize productive time utilization for students

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  University of California, Los Angeles - University Apartments

  Mar 2018 - Apr 2019

  Student Office Assistant

  • Demonstrated communication skills by attending to/receiving calls from residents and guests at the front desk• Resolved conflicts between residents and performed other public relations related duties• Demonstrated project management skills by performing various office tasks like sensitive data entry, filing, paperwork, etc. for 1000s of residents in a fast-paced setting• Conducted apartment inspections to reduce hazards

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  MissionariesOfCharity

  Dec 2020 - now

  Volunteer at Missionaries of Charity, Harlem

  • Coordinate food distribution activities carried out in the neighborhood in teams of ~6 with the goal of feeding 100 families daily

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  Peterson Capital Management, LLC

  Apr 2021 - Aug 2021

  Hedge Fund Analyst Intern

  • Automated 'Structured Dividend Capture' Trading Strategy practiced at the firm, which includes 13F report analysis of top 100 value-based firms. Automated a significant portion of the process via Python to analyze and manipulate hundreds of Excel files and reduced weeks of manual work to 20 minutes every quarter. Learned about financial modeling, quant analysis, options trading, and web-scraping in the process• Performed investment valuation of a Real Estate Investment Trust (REIT) stock by analyzing 183 properties spread over 40 states in its portfolio and conducting 10K report analysis• Conducted sum-of-the-parts valuation of Naspers and its subsidiaries Prosus and Tencent and researched recent complex share exchange proposition between the prior two companies to recognize an investment opportunity• Identified fundraising opportunities by researching potential investors, family offices, endowments, etc. in Texas, esp. Austin• Presented at the Annual Meeting of the firm, elucidating on Philosophy’s Value to Investing (https://www.youtube.com/watch?v=_0Ydyymp-Ak&t=304s, 5:04) Show less

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  KCS Wealth Advisory, LLC

  Jul 2021 - Jun 2022

  Investment Associate

  • Assisted the Director of Investment Research in developing and implementing client portfolios and performed equity and other investment research, 10K analysis, and linear regression modeling of businesses• Supported the rebalancing and trading of client portfolios towards allocation targets, heeding realized gains, using the Tamarac platform • Helped maintain data quality in the portfolio accounting software (Tamarac), update reporting areas such as security categories and target allocations, analyze and update financial/security models, and build data analysis and automation tools in Excel• Assisted the investment team with creating client investment proposals, year-end analysis spreadsheets, and other investment marketing materials with the help of the Ycharts platform• Provided research support for the firm’s pitch on potential travel surge and related opportunities in the coming decade at Southern California’s 10K Club Meeting Show less

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  TADA

  Aug 2021 - now

  • Lead teams of 3-8 members on projects serving multi-billion-dollar manufacturers (1 project delivered) and CAT dealers (2 projects delivered). Projects involve delivering Key Performance Indicator (KPI) widgets on Tada (a digital-twin B2B SaaS data platform). I define the final product and develop wireframes by analyzing client data, develop / code on the platform, lead communication between client and internal teams, drive executive meetings, and make sure that the project is on track by using agile methodology. Given project management responsibilities within one year into the company starting at the associate level• Work directly under the SVP of Strategic Operations to build business models, conduct market and competitor research, prepare executive presentations for investors, research potential client industries to close new deals, and align deliverables to the overall corporate strategy of the company• Delivered on a cross-country logistics analysis problem for a large Westcoast-based coffee retailer and provided a solution that would deliver $3.2M in cost savings• Tada Platform: Developing a root-cause analysis and performance-improving Finance Module to provide management assistance across various levels of corporate structure• Analyzed error-prone big data using R for predictive outcomes and supply chain inventory management for a large healthcare provider Show less

  • Management Consultant Manager

    Mar 2024 - now

  • Senior Business Architect (Project Manager)

    Apr 2023 - Mar 2024

  • Business Architect

    Aug 2021 - Apr 2023