Abhay Gupta

Experience

• 

  Reliance Capital

  May 2012 - Oct 2012

  Relationship Manager

  My responsibilities included: Business development, lead generation, client servicing, renewing relationships with existing clients, cross selling life insurance, demat account, gold, mutual funds, margin collection, buy/sell side advisory, setting up customer education programmes which focused on training customers to trade on the online platform.

• 

  Edelweiss Capital

  May 2012 - Jul 2012

  Summer Internship

  My role revolves around: Acquiring new clients for capital markets business segment , servicing existing clients, creating a project on Equity Research on companies of different sectors, conducting customer surveys and setting up product demonstration kiosks in different pockets of the city.

• 

  Netscribes

  Oct 2012 - now

  The role primarily involves:* Tracking Limited Partnership (LP) commitments of institutional investors in various private equity & venture capital funds.* Creating investment policies and tracking mandates of public pension funds and other limited partners by using performance reports and press articles like Pionline.* Company profiling of institutional investors such as public pension funds, university endowments, sovereign wealth funds, high net-worth investors, corporate & union pension funds, family offices, insurance companies and non-profit foundations. The secondary research was performed by using the Company Website, Annual/Financial /Quarterly reports, press articles, 5500 & 990PF filings, and websites such as IAPD, NAIC and Foundation Center.Additional responsibilities included during late 2015:* Leading the Quality Assurance of Limited Partners Team responsible for performing secondary research on institutional investors.*Leading the Quality Assurance of Investors Team responsible for performing secondary research on Private Equity, Venture Capital, Real Estate (REIT) and Corporate Development (Venture Arms or Corporate Acquirers) investors.*Leading the Quality Assurance of Service Provider Team responsible for tracking deals of various merchant bankers, financial advisers and placement agents.* Co-Leading the Quality Assurance of Venture Capital Team responsible for profiling early-stage venture capital-backed companies.* Training, coaching and mentoring new team members.* Coordinating and reporting off-shore client for team's performance analysis & review, feedback and setting up research methodology and quality standards. Show less My primary responsibilities included: *Profiling pre-venture/early stage and later stage U.S. and European companies through secondary research and tracking venture capital & private equity transactions happened within the company's operating timeline.*The investment research and company profiling were done by using in-depth research techniques and methodology which involved thorough analysis of company website, financial/annual/quarterly reports, Wayback Machine, Lexis Nexis, SEC filings, SEDAR (for Canadian companies) and current press articles.*Profiling of various private equity & venture capital investors and tracking their portfolio of investments.* Tracking deals of various service providers like merchant banks, law firms, placement agents and financial advisers. Show less

  • Manager M1

    Apr 2023 - now

  • Assistant Manager

    Apr 2019 - Mar 2023

  • Team Lead

    Sept 2017 - Mar 2019

  • Senior Research Associate

    Apr 2014 - Oct 2017

  • Research Associate

    Oct 2012 - Mar 2014