Gaurav’s Weblog

Executive Masters in International Business (IIFT New Delhi) + Masters in Management (Lucknow Univ.) with more than 8 yrs of experience in Investment Research & Analysis, Banking & Financial Services, and KPO Industry; Interest Areas – Investment Research, Industry and Business Research, Securities & Capital Markets, Technical & Fundamental Analysis, Economic Analysis, Domain / Functional Consulting, and Knowledge Services.

1. Technical Skills – Financial, Economic & Technical Analysis | Investment Research & Valuation | Industry Research & Market Intelligence | Credit Derivatives
2. Functional / Industry domain – Banking and Financial Services | Securities and Capital Markets | Consulting Services, Strategy & Operations
3. Personal skills – People & Project Management | Creativity & Innovation | Mentoring & Coaching | Communication

Cognizant Technologies Solutions, Mumbai (Mar 07 – Current)

Service Delivery Manager – Investment Research & Analytics Team Size: 20

• Responsible for managing client engagements and service delivery for Investment Research Analytics team in the BFS vertical, lending domain / functional expertise for consulting assignments and business development pitches, and anchoring new assignments for the Investment Banking clients including transition and knowledge transfer
• Currently managing operations for the pilot team responsible for Buy-side Investment Research (pre and post investment analysis) and Credit Analysis for a private equity major, dealing in Credit derivatives and Asset Based Securities, etc…

Deloitte Touche Tohmatsu, Research & Development (CoE), Hyderabad (May 06 – Mar 07)

Assistant Manager (Market Intelligence) – Banking, Securities & Investments, Insurance, Real Estate:Team size: 25

• Primary responsibility was to lead the Banking and Financial Services market intelligence team, reviewing the content and analysis of the all the reports, and their delivery to the Industry lead practitioners and consultants. The reports targeted majority of the banking and financial services clientele of the firm, analyzing topics like Business drivers, Industry Trends, Economic indicators, Market Risk, Capital Adequacy BASEL norms, Operating metrics, Liquidity, Earnings Quality, Asset Liability mix, etc., with a focus on maximizing the Shareholder Value.
• Establish / nurture a team of subject matter experts and be recognized as the single point of delivery for BFSI related Research & Analysis needs for the entire organization. Directly responsible for training & mentoring analysts, developing subject matter expertise within the team, communication with the Lead Practitioners, Consultants and leadership, Project management, hiring & retention.
• Entrusted with setting up the “Value Initiative” team at Hyderabad. The ‘Value initiative’ is Deloitte’s approach to the Value Based Management strategies and principles, and currently caters to the most elite clients of the firm

EXL Service (I) Pvt. Ltd. – Research & Analytics, New Delhi (Dec 04 – May 06)

MANAGER – Research & Analytics Team Size: 75

• Manage Client Engagement, Service Delivery and Operations for the Investment Banking clients of EXL – Research & Analytics. Client profiles – Leading Investment Advisory Firm (US), a major Financial Information Provider (US), leading Real Estate Mortgage Capital Solutions Firm (US)
• Client acquisition, Business Development and Strategy – lend functional expertise and assist in preparation of RFP responses, Case studies and business pitches. Opportunity identification, understanding client requirements pertaining to the R&A core domain and subsequent process transition.
• Projects handled were in the space of Portfolio Accounting, Performance Reporting, Financial Statement Analysis, Fixed Assets Management and Fund Administration, and Equity & Business Research

ICICI Bank Ltd. – SME & Retail Channel Liabilities Group, New Delhi (Aug 03 – Nov 04)

Senior Officer: Retail Operations and Small & Medium Enterprises

• Assistant OIC, GK Branch, reporting to the Branch Manager, handling operations and SME Corporate clients.
• Leading a team of Officers and OT’s at the Branch Operations level, responsible for handling Trade Finance Services, Forex Remittances, NRI Services, TAX, Cash Transactions & customer grievances / queries, Investment Advisory for Mutual Funds, Bonds and other investment options, banking products/Deposits for SME as well as Retail clients.

Raptor Trading Est., Abu Dhabi (UAE) (Mar 01 – Jul 03)

Financial Analyst – Equity, Currencies & Derivatives

• Technical Analysis of the Historical and Intra-day movements of the markets, identifying trends & patterns, and applying technical studies like Moving Averages, Stochastic indicators, Fibonacci Retracements, Oscillators, Bands, Relative Strength Index, etc., to identify the resistance and support levels & give recommendations on Buy / Hold / Sell decisions.
• Fundamental & Economic Research and Analysis: Studying the world / zonal Economic Indicators, Corporate Actions & Earnings Releases & the impact of the Fundamental Data on the market movements. Prepared daily pre & post market reports for the trading desk.

Infocom Network Ltd., New Delhi (An affiliate of SUN Microsystems Inc., USA) (Jul 00 – Mar 01)

Management Trainee (Finance & Marketing)

• Financial Research and Primary data collection, Web Alliances etc. towards the introductory launch of INFOCOM Network’s B2B trade (EXIM) portal (www.trade-india.com) aimed at the EXIM community of India and abroad and the Small and Medium Enterprises, providing them with a host of services including verification, certification and Credibility Rating of the SMEs. This involved working in close coordination with the information providers and rating services like Dun and Bradstreet, CRISIL, ICRA, and many Financial Market portals.

Professional Qualification

• Executive Masters in International Business (EMIB) 2004 – 2006 CGPA 3.15 / 4, INDIAN INSTITUTE OF FOREIGN TRADE (IIFT), New Delhi
• Masters in Management Sciences. (MMS) – Finance 1998 – 2000 (71%), LUCKNOW UNIVERSITY, LUCKNOW, INDIA

Summer Internship at POWER FINANCE CORPORATION LTD. (New Delhi, INDIA)

1. Entity Appraisal And Preliminary Scrutiny of ISPAT Energy Ltd. for DOLVI Combined Cycle Power Station, Raigarh – Maharashtra.
2. Multivariate Discriminant Analysis and Forecasting Industrial Sickness as an Appraisal Technique for PFC. – A Model

Academics

• Bachelors in Science (Math, Physics & Chemistry) 1997
• AISSCE (10+2) (Math & Sciences) 1994

Tools and Databases

Financial Databases BLOOMBERG, Capital IQ, Thomson Financial, One Source, SNL, Hoovers, Factiva, Alacra, Reuters, etc…

Financial Software Applications FINACLE, Advent AXYS

• D O B July 22, 1976
• Strengths communication skills, creative, hardworking, sincere, lead by example
• Co-curricular: Awards & Certificates at National, State, and University levels in Quizzing, IQ & General Awareness tests, Science Exhibitions, Collage, Sketching, & other co-curricular activities, at various Inter Management festivals. Had been an active participant in the inter-college management festivals, and volunteered as a member of the organizing committee for ‘GENESIS’; an annual event organized at the Institute of Management Studies, Lucknow University.