Shankar Narayanaswamy Iyer

Banking And Finance Professional With 3.5+ Years Experience. Ca Final Candidate And Cfa Level I Cleared
Bangalore, Karnataka, India
Content Writing, Finance, Investment Banking
About
Banking and Finance Professional with 3.5+ years experience ( in addition to 3 years internship as per ICAI guidelines). Gained immense knowledge from previous association with well known market players like Lehman Brothers, Standard Chartered Bank and Deutsche Bank. Eligible to appear for CA Final exam. Chartred Financial Analyst (International) Level I Cleared.
Talents
Work Experience
Research Analyst
Coalition Development Ltd (UK)
Full Time Dec-2013 To Apr-2015 1 year 4 months
Responsibilities
  • Coalition Development Ltd (UK) is a wholly owned subsidiary of Crisil. They are in the business of providing financial research reports to Investment Banks. The research assists the Investment Banks to make strategic decisions regarding peer benchmarking in terms of Revenue generation, Costing and Productivity.

    Process: Wallets Analytics, Corporates Division
    Studying the Revenue submissions from Investment Banks for their Top 1000 Corporate Clients and creating wallets, using revenue models, depicting the earnings potential of the IB from the Corporates. Creating Dashboard for the Investment Banks across all regions for Global Transaction Banking and Global Market Products. Writing Client wise and Sector wise commentaries based on the analysis from the Dashboard for the Top performing Clients and Sectors.
Management Trainee
Deutsche Bank AG
Internships Jun-2012 To Jun-2013 1 year
Responsibilities
  • Forecasting revenue for different departments of G T B, India at the beginning of the month by creating Flash reports. Analyzing the mid month and end of the month reports with the actual revenue figures. Conducting variance analysis for the deviations in actual values vis- à- vis Flash reports. Creating weekly G T B balance sheet depicting G T B, India's financial position.

Achievements
  • CA Intern reporting to Vice President of G T B, India Worked on a macro for automation of weekly G T B balance sheet creation.
    Assisting in streamlining of GEMS system for automation of CRR and SLR reporting, CASA balances reconciliation and Client Database management system.
CA Intern
Elite Resources Pvt Ltd
Internships Jun-2011 To Jun-2012 1 year
Responsibilities
  • Facilitating clients in procuring Term Loans and Working Capital Loans from Banks and NBFC's. Creating financial forecasts for the period of term loans/working capital Loans as per the requirements of Banks and calculating financial ratios as per the banks requirements for sanction of the loans. Follow up with the banks for disbursement of the loans.
CA Intern
Devdhar & Associates
Internships Jan-2009 To Jul-2010 1 year 6 months
Responsibilities
  • Responsible for internal audit and providing management consultancy services in Standard Chartered Bank, Securities Services department. Ensuring trade bookings, general Banking and depository transactions are as per policies laid down by the Bank. Verifying regulatory reporting to SEBI, NSDL and NSCCL as per requirements.

Achievements
  • Responsible for setting up and streamlining the internal audit in Standard Chartered Bank, Securities Services Division.
Financial Analyst
Lehman Brothers
Full Time Oct-2006 To Nov-2008 2 years 1 month
Responsibilities
  • Creating Client reports for HNI consisting of Portfolio Summary overview including Market Value for each month as well as portfolio percentage growth vis- a- vis benchmark and Portfolio performance summary as per the different asset classes. Also handled portfolio reporting for Trusts and Private Asset Management.

Achievements
  • Received the Quarterly Performer award within the initial 8 months of joining Lehman Brothers.
    Selected for the pilot batch of Wealth Management Reporting process and responsible for setting up and transitioning the process from the Onshore counter parts
Education
Chartered Accountant, Banking and Finance
Institute of Chartered Accountants of IndiaUniversity of Delhi
2004-2017
Bachelor of Commerce, Commerce
South Indian Education SocietyMumbai University
2001-2003 Score71%
yKnown
Profile Snapshot
Shankar is based out of Bangalore & has studied Banking and Finance, CA-Chartered Accountant from Year 2004-2017 in ICAI-Institute of Chartered Accountants of India, University of Delhi.
Shankar Narayanaswamy Iyer is Skilled in Content Writing, Finance, Investment Banking and other talents.