Sumana Mallick

Experience

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  Kantar

  Mar 2001 - Mar 2002

  Market Research Analyst

  • Analysis and interpreting data and performing statistical analysis such as cluster, behavioural and sampling to assess market potential and performance of products.• Understand research objectives, formulating hypothesis, designing questionnaires and conducting analysis - Formulating conclusions and developing presentations.

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  Confederation of Indian Industry

  Apr 2002 - Dec 2003

  Economist

  • Perform statistical analysis to forecast and estimate leading economic indicators, such as GDP growth, Business confidence surveys.• Understanding current economic issues at a macroeconomic and industry level, suggesting policy measures to the Indian or State governments in liaison with industry leaders and consultants.• Organising events and conferences on various economic issues.• Perform statistical analysis to forecast and estimate leading economic indicators, such as GDP growth, Business confidence surveys.• Understanding current economic issues at a macroeconomic and industry level, suggesting policy measures to the Indian or State governments in liaison with industry leaders and consultants.• Organising events and conferences on various economic issues. Show less

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  Burgan Bank

  Jan 2004 - Jun 2005

  Senior Credit Analyst - Financial Institutions Division

  • Monitoring credit portfolio of $500 million.• Conducting financial analysis and undertaking credit review for lending purpose to corporates and international banks.• Generating country reports and conducting due diligence for setting credit facilities.• Designing and generating MIS reports to segment and analyse the portfolio.• Involved in drafting the Credit Policy of Burgan Bank.

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  Lehman Brothers

  Jan 2006 - Jun 2007

  Research Analyst

  My foyer into investment banking started with Lehman Brothers. I focused on deep-dive research, financial modeling, valuation of companies and combining that with a broader understanding of the industry and macro trends. Research Analyst – Equity Research Division• Initiating coverage of the Turkish equities. Monitor economic and political developments globally.• Conduct comprehensive sector and company financial analysis and valuation, build financial models and write research reports. Show less

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  Morgan Stanley

  Jul 2007 - Oct 2013

  Vice President Institutional Equity Sales

  I researched and analysed companies for potential equity investment and alpha generation. While in sales, I employed my networking skills to proactively manage and maintain client relationships along with excellent written and verbal communication skills to convey stock ideas. Vice President – Global Sales• Institutional Investor ranked salesperson.• Coverage of global equities: Asia, Europe and US. Clients included hedge funds, pension funds, long only and prime brokerage. • Communicating with C-level executive and management team to conduct company due diligence.• Generating investment ideas: Providing a bottom-up thesis on stock selection while focusing on economic and political trends globally. • Client servicing: Responding to client queries and advising clients on equity trade ideas, derivatives and other asset classes.• Client management: Responsible for revenue generation, developing and strengthening client network and relationships, conduct client reviews. • Cross-selling Morgan Stanley’s capabilities including portfolio management services, derivatives, prime brokerage and operational offerings. • Offering capital market deals to clients.Associate – Morgan Stanley Proprietary Trading Desk• Part of a $500 million long/short strategy fund investing across various sectors and geographies.• Coverage of sectors including infrastructure, basic materials, TMT, banks and autos.• Developing and maintaining relationships with company management.• Researching portfolio companies, building financial models and valuation • Recommendation of stocks ideas and monitoring portfolio and risk management. Show less

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  Self Employed

  Jan 2014 - May 2017

  Business Consultant

  I adviced several startups and mid-size companies in India on strategic consulting, driving cost efficiencies, establishing partnership and work flow improvements. This involved working closely with C-level executives and mangement to examine existing resources and practices to drive business process improvement.Business consultant• Climate modeling and analytics: Delivered strategic consulting in setting up business in India for a data analytics company focused on climate change and infrastructure resilience. Drove awareness and adoption of the products with key business and government officials. Assist in financial modelling, product and business development. • FinTech payments start-up: Oversee the setup of a fintech payments business. Collaborated with the founders (Ex-Goldman Sachs bankers) and team to conduct market due diligence to identify needs and propose customized solutions. Ensuring clear messaging of business pitch and accurate financial modelling and valuations. • Dealership in environmentally friendly E-Rickshaws: Drove cost efficiency by establishing micro-lending solutions with banks and NBFCs. • A breast cancer hospital: Collaborated with data science and technology solution providers to develop solutions towards early detection of breast cancer. Supported fund raising with VC and angel investors. • Employee Transport Solution: Advised a private transport company on ideation, market research, strategy and growth. Estimated capital requirements and assisted in securing funding. Show less

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  Gainwise AG

  Jan 2018 - Dec 2019

  Founder/Advisor

  I joined hands with a few entreprenuers in Europe to build a wealthtech investment platform. From conceptulising to implementing every aspect of the startups, we built a team of 10+ employees. Over a period of 2 years, we developed the minimal viable product and designed the tech platform, go-to-market strategy and established essential business partners for client servicing, compliance and risk. In addition, we engaged with potential investors for fund raising.Founder/Advisor• WealthTech start-up – bringing together technology and wealth management services to provide better solutions to retail investors.• Design, seek and integrate technology-led solutions for the platform.• Recruiting key personals for the business in both technology and business functions.• Overseeing the business from start – development of business plan, building the financial model, marketing and business strategy plan.• Setting up strategic external partnerships for trade execution, data management and decision analytics.• Collaborated with VC and angel investors for fund raising. Show less

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  Abrdn

  Aug 2018 - now

  Business Manager/Strategist - Distribution and Client Group

  I transitioned to the asset management industry with abrdn after several years on the sell side. As part of the business manager role, I leverage my investment, product, client and industry knowledge towards business analysis and insights. I serve as the prime contact and liaison between the executive team and other business functions to drive and implement strategic plans and proprieties within APAC. Business Manager (Strategy/Client Management)• Responsible for the development, communication and implementation of strategic growth initiatives and processes within the APAC region.• Work closely with C-Suite executive, senior management, and business leaders to shape the company’s strategy and important drive agendas. • I am the link between the executive leadership team and the various stakeholders within the organization. I have worked and delivered on various initiatives to deliver solutions across product, cost management, fees and pricing, CRM platforms, marketing and operations. • Conduct in depth sales planning/revenue targets focused on investment strategy and business lines. Provide regular updates to senior management on sales opportunities that feed into the year’s projections.• Bridge the gap between the client teams, products, and other internal teams.• Develop management information reporting and presentations. Providing insights into business, strategic client reviews and business performance.• Produce management reporting and insights on a regular and timely basis.• Lead the analysis and project management for developing new business opportunities, new product offerings and various strategic projects. • MAS registered representative.• Highly proficient in Salesforce, Seismic, Morningstar Direct, Bloomberg, Power BI and Fishtank. Show less