Sachin K.

Sachin K.

Assurance Intern

Followers of Sachin K.2000 followers
location of Sachin K.Laguna Beach, California, United States

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  • Timeline

  • About me

    Business Analyst at WCM Investment Management

  • Education

    • University of Colorado Boulder - Leeds School of Business

      2004 - 2007
      Bachelor's degree Business Administration - Accounting
    • The University of Chicago Booth School of Business

      2013 - 2015
      Master of Business Administration (MBA) Analytic Finance, Economics

      Activities and Societies: Investment Management Group, Student Managed Investment Fund (Analyst), Hedge Fund Group

  • Experience

    • PwC

      Jan 2007 - Mar 2007
      Assurance Intern

      • Served clients across the greater Denver area through the execution of financial statement audits. Clients included MillerCoors, Leprino Foods, Janus Capital Group, Rio Tinto, Newmont Mining Company, and Royal Gold.

    • KeyBank Commercial

      May 2007 - Sept 2007
      Summer Analyst

      • Served on the portfolio management team at Key Equipment Finance (KEF), where I provided project-level support to the VP of Risk Management, Litigation, and Workouts.

    • PwC

      Jan 2008 - Apr 2013

      • Select Senior Associate program – career acceleration program for top rated Senior Associates • Conducted primary research on the SEC comment process for US IPO’s, published in “Which market? A guide for companies considering an initial equity listing in New York, London or Hong Kong (PwC)”• Performed detailed technical research on high-risk accounting issues faced by our clients (business combinations, non-controlling interests, share-based awards, variable interest entities, lease accounting, hedging, and other topics) Show less

      • Senior Associate - Transaction Services

        May 2010 - Apr 2013
      • Associate

        Jan 2008 - May 2010
    • PwC

      Jun 2013 - Sept 2013
      Manager Transaction Services

      • Provided accounting, capital markets, due diligence, and valuation expertise on 23 deals during PwC career, ranging from $50M to $8.7B. Worked on IPO, carve-out, private placement, M&A and bankruptcy clients• Responsible for high-impact projects requiring industry/complex accounting expertise. Shaped the IFRS forecasts for a foreign gaming license application, reporting to the CAO/Controller of PwC’s largest gaming client (>$6B revenue) • Provided clients with a clear path through SEC reporting complexities. Prepared the initial merger and IPO roadmap for the Fiat Industrial – CNH Global merger. Roadmap was reviewed by top executives at Fiat and Chrysler prior to deal• Developed and articulated due diligence findings, reporting to C-suite and business development teams. Required a detailed understanding of purchase agreements, buyer and seller economics, and inter-personal dynamics• Worked with client contacts around the globe. Required significant travel, cultural agility, and linguistic awareness; corresponded with up to 21 countries on a single projectNotable transactions include:• Rio Tinto's sale of Cloud Peak Energy ($1.5 billion)• Warburg Pincus sale of Bausch & Lomb to Valeant Pharmaceuticals ($8.7 billion)• Sara Lee's sale of its Fresh Bakery business ($959 million)• Corn Products International's (AKA Ingredion) acquisition of National Starch ($1.3 billion)• Akzo Nobel's sale of its NA Decorative Paints business ($1.5 billion)• DigitalGlobe and GeoEye merger ($453 million)• Walgreens minority acquisition of Alliance Boots ($6.7 billion)• Significant number of other large ($>1 billion) transactions Show less

    • Janus Henderson Investors

      Jun 2014 - Sept 2014
      Summer Equity Research Analyst

      Responsible for sourcing unique investment ideas and performing proprietary research over investment opportunities for Janus Capital Management LLC's international equity strategies. MBA internship at Janus - covered a Latin American payment processor and a US-based cosmetics company largely focused in the Chinese market.

    • Janus Henderson Investors

      Jul 2015 - Jan 2017
      Equity Research

      Member of the Equity Research team at Janus Capital Group. Contributed to Janus's contrarian, value-oriented, and international strategies. Investment responsibilities included US Autos, Transportation, US Telcos, and European Telcos & Media.

    • Thornburg Investment Management

      Feb 2017 - Jan 2019
      Global Equity Research Analyst

      • Member of a four-person investment team responsible for the Thornburg Developing World Fund (THDAX)• Responsible for sourcing ideas, primary research, pitching ideas, and monitoring equity investments for the fund• Covered 32% of the portfolio by assets, and 30% of the portfolio by number of securities• Coverage areas included China/LATAM/Russian internet platforms, Indian telecom, Indonesian banks, LATAM banks and others• Acute awareness of central bank policy, fiscal policy, and FX regime was required in each of our emerging markets countries Show less

    • Fault Line Capital

      Feb 2019 - Sept 2021
      Principal

      Long volatility, concentrated equity strategy

    • WCM Investment Management

      Oct 2021 - now
      Business Analyst

      WCM Focused International Value

  • Licenses & Certifications

    • Certified Public Accountant (Inactive)

      AICPA
    • Series 63

      FINRA
      Nov 2017
    • Series 7

      FINRA
      Nov 2017
  • Honors & Awards

    • Awarded to Sachin K.
      2nd Place Cornell Stock Pitch Competition Oct 2013 Selected to be on a three person team to represent Booth at the 2013 Cornell Stock Pitch Competition; placed 2nd out of 12 competing teams from top business schools
    • Awarded to Sachin K.
      Rocky Mountain Leadership Award PwC May 2010 Award issued 6 out of 150 staff in the PwC Denver office in respect contributions to the Energy & Mining practice