Vivek Variar

Experience

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  Business Quant

  Apr 2022 - Aug 2022

  Equity Research Intern

  Went through various SEC filings (such as 10Q, 10K, 20F, S-1 etc.), company disclosure documents (such as press releases, presentations etc.) and extracted KPI data for US stocks. Maintained and updated this KPI database for 400+ US companies. Prepared SWOT analyses on Indian stocks.

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  Acuity Knowledge Partners

  Oct 2022 - Sept 2023

  Analyst

  Analyst, Financial Marketing Services. Serviced a US based investment management company as a dedicated resource. Worked across two business processes – Financial database management and Due diligence questionnaire support. Financial database management involved maintaining client data across multiple databases, new product onboarding to databases, working with internal data automation team and ad-hoc tasks. Due diligence questionnaire support involved responding to questionnaires on behalf of the client. Questionnaires covered areas such as fund performance, performance attribution, AUM, holdings, portfolio management team, fund commentary, ESG, compliance, among others. Attended weekly calls and updated the client on database management workflow. Show less