Bharathi Bajaj

Bharathi bajaj

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location of Bharathi BajajNorth York, Ontario, Canada
Phone number of Bharathi Bajaj+91 xxxx xxxxx
Followers of Bharathi Bajaj637 followers
  • Timeline

    Feb 2010 - May 2010

    “Recent Trends and Developments In Private Equity in India”

    Tata Consultancy Services
    Mar 2011 - Oct 2012

    Team Leader

    JPMorgan Chase
    May 2013 - Jun 2016

    Senior Analyst

    Progressive Digital Media (Pyramid Research)
    Hyderabad
    Jun 2016 - Jan 2024

    Manager

    Bank of America
    Hyderabad Area, India
    Current Company
    Jul 2024 - now

    Research Content Manager

    IDC
  • About me

    Project Management |Strategy & Insights |Operational Efficiency | Market Research & Consulting| Financial Analysis |Commercial Banking| Data-Driven |Relationship Management | Business Process Design

  • Education

    • B.r.j.c parsi high school

      -
    • Ibs hyderabad

      2008 - 2010
      Master of business administration (mba) finance
  • Experience

    • Tata consultancy services

      Feb 2010 - May 2010
      “recent trends and developments in private equity in india”

      Description: Private equity is the capital that is not listed on the stock exchange. It consists of funds and institutional investors who commit large amount of money for long period of time and investments are directly in into private companies. • The project studied the working of the private equity funds, study of key components of private equity funds, the pros and cons of the private equity investment, the majors’ players in the industry in comparison to the international PE funds and the Regulation of Private Equity was analyzed.• The effect of financial crunch on the private equity sector was analyzed and financial theory of Information based Theories of Financial Intermediation was applied• A deal of Gammon India and ChrysCapital was analyzed. Show less

    • Jpmorgan chase

      Mar 2011 - Oct 2012
      Team leader

      • Job profile includes calculation of NAV, and validation of the fund’s performance on Daily, Weekly and Monthly, as per the client requirement on Pension Funds • Assisting in issue resolution, which includes reconciliation issue, trades issues, other processing issues• Reviewing corporate actions, verifying security pricing, performing cash and security position Reconciliations.• Actively involved in the performance reporting for Blue print Clients on Monthly basis.• Performing FM Reconciliation on an monthly basis for UK and Nordic Specific clients• Liaising with Fund Managers and Clients in case of information requirement.• Cross training and integration of processes across the team.• Training new recruits on the assigned process.• Identification and implementation of process improvement initiatives that would help increase productivity/cut costs/mitigate risks. Show less

    • Progressive digital media (pyramid research)

      May 2013 - Jun 2016

      -Conducting secondary research for defense sector across various countries and companies and engaging in client specific consulting projects -Perform Competitive Analysis: Identifying competitive advantage/ disadvantages, SWOT analysis, Porter-five forces model, Company profiling, Demand and Market Forecasting and Budget Allocation -Report writing includes the trend of the defense market, growth opportunities as well as key challenges of the industry.-By leveraging limited industry source knowledge, and secondary research, involved in collecting, summarizing, and synthesizing the relevant facts that serve as critical inputs to client-Estimating market size of defense industry across countries and identifying potential opportunity for the defense companies.-Reviewing corporate actions, financial statement, recent deals and contracts and business activities in defense industry. Show less

      • Senior Analyst

        Jul 2015 - Jun 2016
      • Analyst

        May 2013 - Jul 2015
    • Bank of america

      Jun 2016 - Jan 2024

      Key job responsibilities: - Creation of pitch-books/dashboards to support client engagement and business development of Global Commercial and Business Banking - Conduct key analysis such as Working Capital Analysis, Public Peer Benchmarking, ESG Analysis, Business Strategy, financial performance and prospects - Conducted assessments of new and existing capabilities, tools, and technologies, vendor platforms and automation projects, to evaluate their potential impact on business processes, cost efficiency, and customer satisfaction.- Project Management - Worked on multiple project with responsibilities including resource allocation, risk mitigation, performance tracking, quality check, and mentoring associates.- Managed multiple projects with various stakeholders, maintaining project budgets, mitigating issues and risks, ensuring proper documentation, and timely resolution- Collaborated with with cross-functional teams such as sales, business intelligence and product teams-Facilitated relationship management, building healthy working relationships with clients, vendors, and peers- MS Office Suite, FactSet, Factiva, IBIS, Capital IQ, Merger Market, Tableau, SharePoint, PowerBI (Working Knowledge), Bloomberg among others. Show less

      • Manager

        Aug 2020 - Jan 2024
      • Assistant Manager

        Jun 2016 - Jul 2020
    • Idc

      Jul 2024 - now
      Research content manager
  • Licenses & Certifications