Senior financial analyst with family office
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I’m a seasoned Investment Analyst with more than 15 years of experience in Investment Advisory , management and analysis . Currently involved into managing wealth of a Private family office having Multi-asset , multi-geography portfolio.
-Monitor and assess economic and market trends.
-Conducted investment research and performed financial analysis to identify potential investment opportunities.
-Developed financial models and performed valuation analyses to assess the attractiveness of investment opportunities.
-Prepared investment reports and present investment recommendations to the Investment Committee.
-Monitored portfolio performance and conducted risk management to minimize portfolio risk.
-Collaborated with portfolio managers and other investment professionals to optimize portfolio performance.
-Conducted due diligence on potential investment opportunities, including private equity, real estate, and alternative investments.
-Conducted financial analysis on public companies to assess their financial performance and growth prospects.
-Maintained financial models and performed valuation analyses regularly.
-Monitor multiple family financial strategies, Investment Policies, and asset allocation strategies (Portfolio includes financial products (Direct Equities, Mutual funds, Private Equity Funds) and commercial properties.
-Assist in M & A transactions and provide thorough financial analysis on operating business units.
-Prepare board and shareholder-related materials concerning the company’s investment every, month and quarterly
-Assisted in developing an investment strategy for the family office and managed the execution process
WITH EXPERIENCE IN FINANCIAL MODELLING PGDBM FINANCE