Description
Passionate, hard working, work smart, believe in integrity, loyalty, like challenge, competent
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Mergers & Acquisitions Analyst | 9/2008 - Present |
| Fidelity Investments | Sr. Treasury Analyst | 3/2007 - 9/2008 |
| Fidelity Investments | Sr. Financial Analyst | 6/2005 - 3/2007 |
| Lucent Technologies | (Confidential) | 6/1999 - /2003 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| George Washington University | MBA- Finance & Investments | 2003 | Master Degree |
| Pune University - India | Bachelor of Engineering- Electronics & Telecommunications | 1999 | Bachelor Degree |
Accomplishments
Highlights:
Companies I like:
UBS, Merrill Lynch, Bank of America, Private Equity shops, Asset/Investment Management Firms, Hedge Funds
Job Skills
Keywords
Responsibilities
• Evaluated over 10 new strategic growth opportunities for Fidelity Investments, including acquisitions, divestitures, strategic alliances and new lines of businesses
• Incharge of due diligence and valuation of two carve outs acquisitions of over $200M each in the retirement and health & welfare space
• Led valuation process for a $500M+ global Business Process Outsourcing divestiture deal to outsource Fidelity’s technology support services to multinational vendors
• Evaluated the impact and devised procedures for a strategic closedown of a major business unit of Fidelity
• Led a global location evaluation project to determine the feasibility of setting up a new Fidelity campus at locations in Asia, Europe and Canada to rebalance Fidelity’s existing IT portfolio spend of over $2B/year
• Conducted an indepth market analysis of Hedge Fund Administration space and Clearing space to set strategic direction for Fidelity’s Capital Markets and National Financial divisions with combined revenues of over $1B
• Developed over 10 detailed company overviews of potential acquisition targets to be pitched to senior Fidelity executives
• Published a weekly report of M&A activities in the banking, asset management, IT/BPO, investment consulting and insurance space and maintained a proprietary database with relevant transaction information
