ASHUTOSH GUPTA, FRM, CFA ABSTRACT

FINANCE PROFESSIONAL  Over 6 years of experience in financial modeling, equity and derivatives, business
aashoogupta@gmail.com and financial analysis
+91 987-347-8083  Understanding of CCAR, DFAST Basel II III Risk and capital metrics including salient
aspects pertaining to PD, LGD, EAD framework, and computation of ECL.
 Well versed with statistical concepts of Regression, VAR, CDS, CVA etc.
I am an MS-Finance graduate (ICFAI);
 Proficient in preparing key reports for qualitative and quantitative analysis using
Certified FRM, CFA with over 6 years of
advanced excel (including VBA programming)
professional experience, particularly in three
 Strong command over SAS/BASE, SAS/SQL, SAS Macro
finance domains (Indian Equity, Financial
 Conceptual knowledge of Python programming, including modules such as Pandas
Modeling using MS excel, and Asset-backed
and Numpy
Financial Products). Also, I have completed
 Positive attitude with result oriented approach, highly adaptable and an ability to
MDP in Business Analytics and Organization
work in a team
Development from IIM, Indore. I was
associated with Genpact, Gurgaon as an
assistant manager, where I assisted an EMPLOYMENT SCAN
onshore client (a leading investment bank in
the U.S.) in re-underwriting middle market Wells Fargo Bank, on the payroll of Genpact, Gurugram
loans for collateralization, and their Assistant Manager (Credit Analysis) Nov’15 – Nov’17
securitization process. Business Analyst (Credit Analysis) Feb’14 – Nov’15

I am looking forward for challenging roles  Tracking daily transactions (advances and pay downs) of various facilities
in the field of financial research & analytics,  Analysis of financial statements/offer memorandum/term sheets to judge the
where I can optimally utilize my knowledge liquidity and credit worthiness of the clients for lending/equity perspective
and strengths and be an integral part in a  Regular credit approvals and monitoring of the portfolio
reputed organization, contributing my best  Extensive coordination with on-shore team on the workflow
towards corporate goals, with an overall  Knowledge of asset market origination criteria’s including the basic process,
vision to enhance my own skills. collaterals analysis/amortization, analyzing terms and conditions and its impact on
deal execution
 Monitoring and internal reporting post closure of a deal
 Regular tracking on deal collaterals and analysis of the credit quality and liquidity
 Training and mentoring of new joiners

Notables:
 Recognized for GOLD award on 2 occasions of the 3 possible annual meeting held
during my tenure at Genpact. Additionally, recognized on a few other accounts for
my contribution towards helping other teams/process as well.
 Shortening the execution process of various Excel-based activities, by automating
them through VBA coding.
 Cross-trained across different products such as Subscription Finance, and
Mortgage, acquiring knowledge on various other products.
 Conducting presentations across various teams as a part of knowledge sharing
programs.

SNL Financial (I) Pvt. Ltd., Ahmedabad

Analyst (MS excel templates) Apr’12 – Apr’13

 Building Custom Financial Models and Automated Financial Templates, with the aid
of Advanced MS Excel and VBA for Investment Bankers, Portfolio Managers and
Research Firms to assist them in their Research and Decision Process
 Developing automated financial models with the aid of Advanced MS Excel and
VBA, and SQL. The financial models are primarily based on the Clients requirement
 and include descriptive models like Ratio Analysis, Peer Analysis, Valuation
Analysis, Du Pont Analysis, Asset Quality Analysis, etc.
 Participating in product testing to ensure that SNL Financial products meet the
highest standard for client experience
 Integrating with the product teams for the timely and thorough testing of SNL
Financial products, with an eye toward the client experience
Notables:
 Received several appreciation e-mails from Clients and Senior Management for
error free templates and client support
 Handled client cases successfully with a favorable client service score of 100%

Narayana Equity Broking and Advisory Services Pvt. Ltd., Ahmedabad

Analyst (Derivatives) Jun’10 – Apr’12

 Monitoring Fundamental, Economic, Industrial, and corporate developments

 Apply numerical skills to formulate pricing of derivatives, related investment
strategies and compute value of future returns from the investments
 Motivating the existing clients for investment based on research undertaken by our
team. Regularly monitor investment performances and reevaluate the investment
strategies

ACADEMIC QUALIFICATION
 Chartered Financial Analyst from CFA institute in 2019
 Financial Risk Manager (FRM) - Certified by the Global Association of Risk
Professionals (GARP) in 2019
 Management Development Program (MDP) in Business Analytics and Organization
Development from IIM, Indore in 2018
 MS (Finance) from ICFAI University, Dehra Dun in 2010
 B.B.A. (Finance) from Indraprasth University, New Delhi in 2006

PROFESSIONAL TRAINING AND CERTIFICATION

 Green belt (Six Sigma) trained and tested at Genpact
 Certified Training in Equity Valuation from Cygnus Business Consulting & Research
 Advance Diploma in Business Finance, ICFAI University, Dehra Dun

CONTACT:
H4/12 Malviya Nagar,
INTEREST AND ACTIVITIES
New Delhi, INDIA. 110017  Active participant as an organizer and contestant in various cultural activities in
+91 9873478083 school, college and the work place
 aashoogupta@gmail.com  An avid chess and scrabble player; represented school and college in chess, football
LinkedIn and athletics on various occasions from 1997-2005 and awarded for excellence