Skills

Skills

Typewriting English

Work History

Work History
Nov 2012 - Present

Specialist

Williamslea India (P) Ltd

Researcher’s Role and Responsibilities

Role

To assist bankers with research on information accurately and in a timely manner

Responsibilities

1. Reading and Understanding tickets assigned.

ØUnderstand the requirement or discuss with banker (depending availability) on their requirement or discuss with them on the possible sources or any back-up/earlier data.

2.Crosschecking the ticket against the information that is being sent to the requestor ensuring that all information sent is correct and answers as accurately as possible the request as it appears in the ticket.

3. Take pride in the work that is sent out and that the quality of the information is acceptable.

4. Sending the information before or on deadline.

ØIn case information is not available currently, but might be available later, then informing the requestor and changing the ticket status to “XX %”, based on status of completion

ØIn case no information is available and won’t be available anytime soon, then closing the ticket after receiving permission from the requestor

ØMaintaining prompt and correct communications with the requestor at all times

ØCopy (CC) the output to all requested or asked bankers.

5. While closing of request, ensure all the required information given accurately (Sources used, Time spent, specific notes, if any.

6. Knowledge sharing with colleagues and assisting team mates (QC).

7. Working on work-flow management assignments and on research assignments as on need basis.

8. Conducting database training for new trainees.

9. Effective participation in advanced training and exploring the knowledge to staff.

10. The databases includes in terms of requests are given below:-

Credit Ratings

Fitch

Moody’s

Dun & Bradstreet

S&P Ratings Direct

Company Website

Factiva – Companies/Markets

Capital IQ

VentureSource

OneSource

Hoovers

News

Company Website

Factiva

Lexis-Nexis

Financial Information

Company Website

Capital IQ

ThomsonOne

Perfect Information

10 K Wizards

Morning star

Broker Research

ThomsonOne

TheMarkets

Bloomberg

Industry

BMI

Herold

Woodmac

Thomson Research

Business Beacon

Euromonitor

ECM (Equity capital market), DCM, Loan

LoanConnector (ThomsonReuters)

SDC Platinum ThomsonReuters)

Capital IQ

ThomsonOne

Mergermarket

Bloomberg

Pricing/Trading Data

Autex

Datastream

Thomson

Bloomberg

Finance SPOC

Additional Roles/Responsibilities:

·         One point of contact for all kind of Finance related queries

·         Updating associates policies and procedure related to Finance

·         Clarifying queries of associates related to Finance like tax, PF etc

·         Intermediate between Finance and associates for any pending queries raised   by associates

·         Awareness of various documents; which may required by associates like PF, Tax etc

Aug 2003 - Dec 2006

Researcher

Boardex India Pvt Ltd

     Thorough analysis of all listed and Dual listed Companies in US, UK, Canada, Europe and Australia

Area of Analysis

Director’s Profile

  • Tracking the current and past employment positions of the directors in the Company.
  • Directors Remuneration which includes calculation of Salary (Direct), Options, LTips (Long Term Incentive Plan) for the latest 3 years.
  • Also tracking the employment profiles of Top Ten Executive Officers and Company Secretary of the Company.

Nature of Business and its Location 

·This prescribes the understanding and analysis of corporate Governance of the Company based out of particular Country.

Company Financial

·Calculation of Outstanding Shares (Commonly A Shares) of the Company for latest 3 years.

·Calculation of Auditors Fee (UK Company includes calculation of Solicitor Fees)

·Finding out Major Shareholders and their percentage of holdings in the Company.

·Analyze the role of subsidiary of the parent Company.

·Tracking Employee turnover of the Company for the latest 3 years committees

·Study the Committees and their performance for latest 3 years

·Calculating committees fees for the members

Sec Filings (Security Exchange Commission)

  • Having a sound knowledge in understanding and usage of SEC Filings which includes understanding of DEF14a, 10-K,8-K,10KSB, 424B-1(Prospectus)
  • UK Wire and Ofex (Specially for UK Companies)

SEDOL (Stock Exchange Daily Official list)

  • Has knowledge of checking whether the “Sedol” is a Home Quotation or de-listed.
  • Use the respective Sedol for the Directors’ transaction in shares and Options with the Company.

Education

Education
Jun 1996 - May 1999

BCom

Guru Shantivijai Jain College for Women
Mar 1996 - May 1996

Diploma in Computer Application (D.C.A)

IFG Ace Institute

TECHNICAL PROFICIENCY

Operating Systems    :      MS DOS Windows

Packages                      :      MS-OFFICE 2000 (Word, Excel, Power-Point), FoxPro

Certifications

Certifications
May 1994 - Present

Sports champion of School

Valliammal School
May 2007 - Present

Most Promising Performer Award

RR Donnelley
Jun 2007 - Present

Selected for Official Training - (Performance basis)

RR Donnelley
Jun 2007 - Present

Selected for Private Equity Team

RR Donnelley
Jul 2008 - Present

Most Promising Performer Award

RR Donnelley
Jun 2009 - Present

Most Promising Performer Award

RR Donnelley
Jul 2009 - Present

Most Promising Performer Award

RR Donnelley
Aug 2010 - Present

Most Promising Performer Award

RR Donnelley
Sep 2010 - Present

Most Promising Performer Award

RR Donnelley
Nov 2010 - Present

Shining Star Award

RR Donnelley
Jan 2011 - Present

Shining Star Award

RR Donnelley
Feb 2011 - Present

Shining Star Award

RR Donnelley