Sumit Chugh, CFA

Experience

• 

  Infosys

  Aug 2009 - Sept 2010

  System Engineer

  Key Assignments/ Initiatives:• Involved in analyzing the business practices (Manufacturing) of client.• System analysis for the project module under development for MAC OS application.• Solely responsible for the design and development of the module.• Took initiative to streamline the deployment process under the guidance of the team lead.• Responsible for seamless communication between the offshore and onsite team.• Mentored my associate resources in the team and also trained 6 individuals on the technology.Achievements: • Earned appreciation at work based on performance factors like quality of work, before time delivery & also for initiating team building activities.• Highest rating (5/5) achieved during the training period at Infosys Mysore.• Completed the domain certification on Manufacturing Industry. Show less

• 

  Religare Technova Ltd

  Apr 2011 - Jun 2011

  Management Intern

  Project Brief:The project provides an insight into the equity research domain and the requisite ground work involved in the preparation of full – fledged equity reports for a firm. The firms analysed were listed on NSE/BSE.Objectives:• Analyze the financial performance of the BSE 500 companies for the period ended March’2011.• Analyze the daily industry and economy updates.• Gaining hands – on experience with Religare’s ‘Insight’ database.Deliverables:• Equity Base Reports on the BSE 500 companies. • Insights on the financial performance of the companies. • Impact of daily events on the company of the respective sector.Achievement: • Around 145 write-ups were published on various websites like Royal Bank of Scotland Broking, ICICI Direct, UTV Money, Religare securities etc. Show less

• 

  Moody's Analytics Knowledge Services

  Apr 2012 - Dec 2013

  Analyst (Equity Strategy)

  1 ) Worked with the South Africa Equity Strategy team headed by CEO of one of the world’s top Investment bank. Job role included• Assisting in analysis and writing of research reports on various ongoing themes in equity markets. • Developing, maintaining and analyzing equity strategy models with regular update; intimating client with useful trends and analysis.• Dealing with large amount of raw data and performing quantitative and qualitative analysis to draw effective conclusions.• Making full-fledged Equity models for valuation of the companies identified after the analysis.• Collecting data using databases like Factset, DataStream, and Thomson Reuters etc. and suitably presenting to help in analysis of the current trends in industry and equities.2) Onsite support to Equity Strategy team: Worked with India equity strategy team headed by MD of one of the world’s top Investment bank• Worked at the client site closely with the client’s analyst in Mumbai.• Project involved migrating equity strategy models to a new database.Skills acquired:• Trainings: Equity Research, Investment Banking fundamentals• Financial Databases: Factset, Capital IQ, RIMES, Thomson Reuters and DataStream• Advanced Excel and Beginner Level VBA Coding Show less

• 

  Capgemini

  Dec 2013 - Dec 2015

  Senior Consultant (Strategy Analyst - Market Intelligence Team)

  • Co-authored the Capgemini’s World Wealth Report 2014, United States Wealth Report 2014, and Asia-Pacific Wealth Report 2014; authored the Spotlight section on the theme Digital• Authored a whitepaper along with a SME -“Self-Service in Wealth Management: Remaining Competitive”• Worked on Market sizing project to analyze the potential market for Robo-advisors• Performed strategic and financial benchmarking of the key accounts of the financial services business unit to identify potential opportunities for Capgemini’s sales and marketing team• Presenting the insights and actionable findings to senior leadership• Project planning and scoping, designing of survey and primary data analysis using tools such as Pivot tables and Tableau• Worked in close collaboration with the global marketing team and spokespersons to ensure successful launch of World Wealth Report and Asia-Pacific Wealth Report across key geographies Show less

• 

  Cognizant

  Dec 2015 - Mar 2019

  Associate Research Manager

  • Responsibility include supporting the global head of EM Cross Asset Strategy team at UBS Investment Bank which has been rated #1 in its category by Extel survey over past three years• Conducting macro-economic and financial research and analysis across asset classes (FX, Rates, and Equities) to generate investment ideas and build strategy recommendations for external and UBS Wealth Management clients• Research involves extensive usage of databases for collection of financial data and handling large data sets using advanced excel functions and VBA tools• Forecasting economic data using econometrics models on time series data using various statistical techniques such as multivariate regression, Panel regression, PCA and ARIMA• Building country specific dashboards for quick analysis of recent macroeconomic events across all asset classes. • Mentoring new employees, campus hires and subordinates in the team • Also, part of Automation initiative team of Cognizant working on idea generation for building innovative tools Show less

• 

  Boston Consulting Group (BCG)

  Apr 2019 - Sept 2022

  Product Lead
• 

  Ameriprise Financial Services, LLC

  Sept 2022 - now

  Manager - Investment Research Group