Anubha Gumashta anubha.iiitm(at the rate)gmail
Professional Summary
I have been working as an offshore Equity Research Analyst in the Energy sector with the research team of a Global Investment Bank. My role entails creating valuation models, financial forecasting, and quantitative analysis of various companies in the Oil and Gas domain.
In the past, I have also worked for a global award-winning Structured Funds House, providing real-time investment research support on the proprietary funds and writing market commentaries.
I was awarded Outstanding Performer for 2008-09 at the Amba Rewards and Appreciation Program 2009 for mastering the art of right judgment in winning a difficult client leading to generation of additional revenues for the Company.
Proven analytical skills, proactive approach, attention to detail and excellent soft skills are my key strengths. I am seeking challenging roles in Equity Research.
Career Experience
• Equity Research Analyst, Evalueserve (India) Pvt. Limited, Gurgaon, India
Project Details (December 2009-Present)
o Tracking daily updates in the Energy and Oil & Gas Sectors and reporting the daily summary for the
investors and the internal research team
o Creating and updating financial models illustrating the P&L, Balance Sheet and Cash Flow
Statements and forecasting consecutive years financials which enables the research team in taking investment decisions
o Building and updating quantitative models for the determination of expansion and growth in the various companies in the Oil & Gas sector used for fundamental analysis
• Quantitative Analyst, Amba Research (India) Pvt. Limited, Bangalore, India
Project Details (June 2008- November 2009)
Funds Sales Support Function
o Tracked significant updates in the commodities sector enabling the reweighting decisions of the proprietary indices
o Provided ad-hoc support to the Funds’ Structurers for competitor analysis, research in current trends and alternative investment instruments
o Resolved Sales queries on the fund structures and payouts, filling RFPs, RFIs and operating memoranda and prepared comprehensive guides for Sales
Performance Analysis and Reporting
o Supported pre-sales activities by building knowledge resources and marketing materials like presentations, brochures, laminates and FAQs for Sales in Asia
o Supported post-sales activities by building performance reports and market commentary on the proprietary funds and Exchange Traded Funds (ETFs) distributed globally
Key Achievements
o Awarded Outstanding Performer for 2008-09 at the Amba Rewards and Appreciation Program 2009 for persistent efforts in mastering the art of right judgment and winning a difficult client leading to generation of significant revenues for the Company.
o Part of the two member team responsible for the successful launch of the pilot project- Funds Sales
Support. Played an instrumental role in earning client satisfaction resulting in an additional contract of ETFs support to the team
o Contributed significantly in building process familiarity for the new team members through efficient knowledge sharing and developing process manuals
o Responsible for overseas client communication to ensure accuracy in requirements gathering and final delivery
• Summer Internship: Innovest Strategic Value Advisors, New York City, USA
Project Details (May 2007- July 2007)
o Organized time series database capturing historical ratings for the ratings universe; developed techniques for meta level quality checking to restore the continuity of irregular data while maintaining its integrity
o Implemented regression analysis on the proprietary ratings to determine the effect of the extra financial factors on the financial performance of companies across various sectors in the long term and short term
Education
5-Year Integrated Post Graduate Degree ([login to view URL] (IT) +MBA)in Finance
Indian Institute of Information Technology and Management, Gwalior
Academic Projects
• Masters Thesis: Surveillance of the Overreaction Hypothesis in the Indian Stock Market
Project Details (Feb 2008- May 2008)
o Tested the relevance and the implications of the Overreaction Hypothesis suggested by Bondt and Thaler (1985) on the Indian Stock Market scenario
o Analysis of the seasonality behavior and the winner loser anomaly in the Indian conditions, and its correlations with the CAPM betas of the companies
• [login to view URL] Project: Portfolio Selection and Optimization using Genetic Algorithms
Project Details (Mar 2006- May 2006)
o Ranked the selection of assets by the investor for the Portfolio using OWA Operator
o Explored and successfully implemented a novel heuristic algorithm for the selection of an optimum portfolio out of a set of securities
o Designed and implemented a Genetic algorithm for the optimum allocation of weights to the securities selected in the portfolio output from the heuristic algorithm
o Wrote a Research Paper on the work
Achievements and Extra-Curricular Activities
• Academic Achievements
o Awarded Reuters Champions Certificate for proficiency in Reuters 3000 Xtra
o Certified by the National Stock Exchange (NSE) in Securities Markets and Financial Markets with 96% score
o Research paper titled “Portfolio Optimization using Genetic Algorithms” selected for the National level paper presentation contest held at IIITM in October 2006
o Qualified the prestigious All India Engineering Entrance Examination (AIEEE) in 2003 with A.I.R- 5251; a position among top 2% of the total no. of appeared students all over India
o Qualified IIT- JEE Screening 2003 with AIR 2681
o Merit holder in school in Science (95%) and Maths (95%) in Class X CBSE Examination
• Non-Academic Achievements
o Selected to represent the country among 150 people all over the world at the International Youth Leadership Conference held in January, 2007 in Prague, Czechoslovakia
o Runner-up of the Personality Contest at the Inter-College Cultural Festival’08
o Won Gold and Silver medals at the State Level at the National Council Art Club for poetry writing
• Positions of Responsibility
o Student Coordinator- Music Club at IIITM
o Chief Organizer of JAM; a Spoken English Fluency Competition at the Inter-College Annual Cultural festival-Aurora’ 05
o Compared and coordinated on stage over 15 formal and informal programmes in both school and college
o Head of the Hostel Committee of the Girls’ Hostel at ABV-IIITM
Skill Sets
o Proficiency with Microsoft Office Suite including MS Excel and MS PowerPoint
o Financial Databases: Bloomberg Suite, Reuters Suite
o Statistics Applications & Business Intelligence Tools: Minitab, Matlab 7.0, Kettle, Navicat
o Programming Languages: C, C++
