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Sreedhar N.

@nnsridhar

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CFA Charterholder, over 11 years of experience on buy & sell side of investment banking

$25 USD / Hour

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India (8:39 AM)

Joined on July 10, 2011

$25 USD / Hour

> Over 11 years of experience in capital markets with seven years of experience at a long/short Asia Pacific (ex-Japan) hedge fund based in Hong Kong and 18 months managing HNI family wealth fund > Excellent portfolio construction and risk management ability > Managed research and deal teams, interacted with clients across geographies

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Portfolio

Portfolio

1243993
1243993
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Experience

Vice President

May, 2013 - Present

13 years, 2 months

AustalGroup

May, 2013 - Present

13 years, 2 months

 Manage research teams to deliver equity research, comparable analysis, and other customized reports to clients  Provide capital raising, M&A, and strategic advisory to small and mid-sized companies across domains  Advise clients on valuation and strategy, and identify potential strategic and/or financial partners/investors  Work with venture capital, private equity and high-net-worth individuals who are potential investors in our clients' businesses in India as well as abroad

May, 2013 - Present

13 years, 2 months

Manager

Dec, 2011 - May, 2013

1 year, 5 months

Saud Bahwan Group

Dec, 2011 - May, 2013

1 year, 5 months

 Identified investment opportunities for the family wealth fund, performed risk management (VAR analysis, position risk and tactical options trade), and monitored the performance of the portfolio  Evaluated external portfolio managers on strategy, return and risk for potential investments in their funds  Performed due-diligence on investments in healthcare & education sector for the group. Prepared sensitivity analysis based on the incentives provided by the government, and potential country and poli

Dec, 2011 - May, 2013

1 year, 5 months

Sr. Investment Analyst

Jan, 2005 - Dec, 2011

6 years, 11 months

Doric Capital

Jan, 2005 - Dec, 2011

6 years, 11 months

 Worked closely with the portfolio managers (clients) to generate investment ideas and manage hedge fund portfolio  Presented investment cases to portfolio managers, supported by research and action to be taken on the stock based on risk/reward, and overall portfolio constraints. This included identification of fair price, expected stock trading range, stop loss price and risks associated with the investment  Conducted management interviews, interacted with upstream and downstream companies, and sell

Jan, 2005 - Dec, 2011

6 years, 11 months

Education

Post Graduate Diploma in Business Administration, Finance

2001 - 2003

2 years

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India

2001 - 2003

2 years

Karnatak University

1996 - 2000

4 years

Mechanical Engineering

Flag of

India

1996 - 2000

4 years

Qualifications

CFA Charter

2013

CFA Institute, USA

Considered as the gold standard for finance industry by Economist

2013

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