Kreo Capital Private Limited

Investment Banking Analyst

University of Birmingham Investment & Finance Society

• As an Analyst, I am regularly working on making summarized reports on Mergers and Acquisitions for the Tech, Media, and Telecom sector to make summarized reports focusing on company background, financial statistics of 2 companies and their outlook.
• Analyzed multiple reports, releases, and articles to develop a detailed understanding of the companies’ business model, market position, SWOT analysis and synergy benefits with the acquisition, while also considering the sector outlook.

M&A Analyst - TMT

Amplify Trading

Performed live buy & sell side simulations. As an asset manager made investment decisions with evolving news in multi assets. Managing a $20 Million portfolio ensuring being within clients specified asset class limits and made a profit of 52.3%
As a Market maker managed risk limits, as a Sales trader made commissions by serving hedge funds requests and was ranked 6 out of 85 participants as a Hedge fund manager with an ROI of 18.4%.
Traded live futures in multi-asset market during macro-economic data releases (CPI, GDP, NFP & Interest rates) using fundamental & technical analysis (support, resistance, trend channels, pivot, RSI & moving averages).
On the IBD side, carried out Merger analysis including synergies, equity & enterprise value, and sources & uses of funds. Also did an IPO simulation run where my team presented the company and were able to raise $88 million and invested $100 million in other IPOs making a profit of $36 million, over the term of 5 years.
Managed energy price risk by trading a calendar box spread through the volatility of hurricane Harvey and coded in Python for providing quotes with pre-determined spreads for facilitating order flow.

Summer Analyst

University of Birmingham

Worked with Siemens Mobility group UK to solve a problem for their Financial requirements, by making an app, considering sustainability goals and preparing a presentation.
Prepared the business case for the solution we provided, My business case was highly appreciated and compared to other Business cases worth Millions of £ by the Commercial director of Siemens Mobility Group. 
We won the challenge by providing the best solution with the best business case. 

Also worked on creating an app “Green Step” with my team to reduce carbon emissions. 

Provided sustainability solutions for Starbucks in line with the UN Sustainable Development goals.

Future Leaders Certificate- Leadership Trainee

J.S.Uberoi & Co Chartered Accountants

*Statutory & Concurrent Audit of Public Sector Banks* 
Prepared audit programs, verified NPAs, classified advances and loans disbursed. Monitored & reported on Internal controls & statutory compliances and prepared audit report. 

*Income Tax & VAT* 
Analysed Financial statements developing key experience in tax management & advisory. Summarised VAT returns & performed reconciliations for VAT audit reports working in Excel.

Finance Assistant

The Institute of Chartered Accountants of India

As a Treasurer, I had the Individual responsibility to maintain annual accounts, ensure grants’ applications & further compliances. As a member of the student association we had the joint responsibility to plan, prepare and conduct several events, seminars, conferences, etc. both curricular & extra curricular for the growth and well being of the students. Everyone got a change to lead events of their interest and expertise. This improved my leadership & team working skills.
I hosted multiple seminars & Conferences as the master of ceremony. We organised blood donation camps, cleanliness drive, aid for flees relief,etc. as well. 
We were awarded the Best Branch in the Western Region amongst 37 branches.

Treasurer - Nagpur Branch of WICASA 2018

I have graduated with Msc Investments at University of Birmingham, this programme is recognised by CFA institute and covers atleast 70% of CFA curriculum. I have also graduated from the Future Leaders Certificate program at the university of Birmingham.
I am an experienced Finance Assistant with a history of working in the industry of Auditing & Income Tax for 3 years, completed my summer analyst role with Amplify trading in Buy side, sell side and global markets; and Currently a TMT Analyst for Birmingham Investment & Finance society. Skilled in Microsoft Office, proficient in Excel & PowerPoint, Accounting and Auditing. I have deep interest in the field of Finance & Investment Banking.

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