Hi Everyone,
Can you please review my work experience and give me some feedback in terms of how I can make it fit the bill?
Work experience write up for CFA charter
(April 2007 – May 2008) (Investment Bank) (Investment Banking Analyst)
My work responsibilities included:
- Utilizing relative valuation methods to value firms including comparable company analysis, trading comparables and comparable acquisition analysis; the output of which was used in advising clients in their investment decisions regarding M&A deals, divestitures and IPOs
- Conceptualizing and preparing pitch books which included industry analysis, fundamental company analysis and benchmarking for potential buy-side/sell-side mandates
- Conducting detailed credit analysis for debt syndication deals which included evaluating multiple tranches of debt to understand their purposes, sources, structures, covenants and their impact on overall risk for the issuer/investor
- Conducting debt-based comparable company analysis to assess relative leverage multiples to assess the attractiveness of a debt issue for the investors
- Performing due diligence on potential investment opportunities for institutional clients. For example, in a particular project it involved evaluating major private equity players on the basis of their strategies, preferred method of financing, industries of interests, assets under management and their exit strategies and multiples
- Participation in financial and operational due diligence sessions to evaluate strategic investment alternatives for clients
(July 2008 – July 2011) (Management Consulting Firm) (Strategist)
My work responsibilities included:
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Performing detailed industry analysis (financial markets industry) using a top down approach to identify opportunities for growth for investors and investment management firms
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Preparing financial models to assess the relative attractiveness of asset classes (at a global level) such as hedge funds, private equity, commodities, derivatives, equities and fixed income (active and passive). This included time series analysis of historic returns and risk parameters and forecasting the future attractiveness based on qualitative and quantitative assumptions
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Creating cluster analysis to segment investor groups according to their investment decision making behavior; the output of which was used to make recommendations to the investment managers thus adding value to the investment decision making process
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Creating points of view on regulatory landscape globally and identifying and quantifying areas where it impacts investor’s decision making and investment firms’ business models
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Preparing newsletters and research pieces for institutional asset owners and asset managers on relative attractiveness of asset classes and geographical segments
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Conducting industry interviews to gauge industry participants’ (such as asset owners, asset managers, intermediaries and regulatory institutions) evaluation of key issues and pain points; the results of which helped in making recommendations to the industry thus adding value to the investment decision making process
(Investment Management Firm)(July 2011- till date) (Senior Researcher and AVP)
My work responsibilities include:
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Developing the research agenda for each year; identifying key macro level themes which affect the future of the industry and at an investor level
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Drafting research hypothesis and defining research streams within the scope of the research
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Actively tracking global financial markets, macroeconomic scenarios and its impact on the investment management industry and preparing points of view for clients of my firm to help them in their investment decision making process
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Analyzing the historic performance of all major global asset classes (equities, fixed income, hedge funds, private equity, exchange traded funds et cetera) and making model based projections to help investors (both retail and institutional) make strategic decisions about their investments
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Creating points of view on regulatory landscape globally and identifying and quantifying areas where it impacts investor’s decision making and investment firms’ business models
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Understanding investor behavior and identifying the biases they hold in their investment decision making process to aid investment managers develop appropriate products and solutions to meet investor needs
- This includes mapping the results of investor surveys and drawing out time series correlations in asset allocations and investor views about investment decisions
- Creating cluster analysis to segment investor groups according to their investment decision making behavior; the output of which was used to make recommendations to the investment managers thus adding value to the investment decision making process
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Conducting primary research to analyze investor sentiment. This includes:
- Designing and fielding questionnaires for 3,000 plus industry participants consisting of institutional asset owners, asset managers, retail investors (high net worth, mass affluent and mass basic populations)
- Conducting face to face interviews with major industry participants including institutional asset owners, investment managers, regulatory institutions and academia aimed at understanding industry pain points and making relevant recommendations
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Preparing newsletters and research pieces for institutional asset owners and asset managers on relative attractiveness of asset classes and geographical segments
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Presenting the final research to industry participants (institutional asset owners, asset managers, intermediaries, retail investors) by way of published whitepapers and conferences