Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Akash Bagaria

Akash Bagaria

Toronto,ON

Summary

I am a self-motivated, passionate, and keen Finance and Sustainable Investing professional with great academic as well as extra-curricular record and overall ~9 years of professional experience and expertise in Sustainable Investing & ESG Risk and Ratings, GHG Accounting, Fundraising, Investment Research, Business Development and Stakeholder management, with a rich experience in diversified business such as Renewable Energy, Infrastructure, Real Estate, Retail and Wholesale and BFSI over the span of last 10 years. Experience of working in multi- currency environments & multi- national stakeholders in fast- paced, deadline- oriented setups.

Overview

8
8
years of professional experience

Work History

Investment Manager- Sustainable Investing

IMCO
03.2022 - Current


  • Duly analyzed Financial and Portfolio ESG data for IMCO’s portfolio impact assets and investee companies. reviewed and made recommendations to improve Portfolio ESG Quality by ~60% across Assets Classes (Infrastructure, Private Equity, Credit and Real Estate).
  • Reviewed the Sustainable Investing execution roadmap and operating model and made recommendation to improve to fastrack towards IMCO's 2030 Net Zero Target.
  • Set up data collection process and produce annual scoring of IMCO's assets
  • Reviewed technical data specifically related to environmental management such as GHG accounting, water management and energy management
  • Assist in drafting, reviewing, and advising on improvements on Annual Sustainability report for IMCO
  • Liaised with other cross functional teams and 100+ external stakeholders

AVP- Sustainability & Impact

Blend Finance
02.2022 - 02.2024


  • Arranged Sustainable and Impactful financing for mandated borrowers by closing deals worth C$300mn+ with a detailed analysis of businesses.
  • Worked with the investment team to suggest Impact, reviewed ESG risk reports and providing insights on mitigation plans
  • Maintained and developed new business relationships with 200+ global FIs/ PE/ VCs etc.
  • Prepared Sustainable Investing Due Diligence (DD) reports and Investment Memorandums.
  • Executed 20+ Sustainable Investing related investment opportunities by assessing eligibility of transaction to sustainable finance.

AVP- ESG Advisory

SIMA Funds
07.2021 - 02.2022
  • Lead due diligence and investment analysis and prepared Investment Memos for potential funding from Energy Access Relief Fund, a ~200mn USD fund to protect energy access in the form of short-term loans for at least 20 million people and 90 companies in sub-Saharan Africa and Asia struggling with disruptions wrought by COVID-19.
  • Supported the investment team with the assessment, analysis, due diligence, execution and monitoring of new co-investments, direct loans and fund investments.
  • Provide regular updates related to Sustainable Investing strategy and ESG for the portfolio to senior management.

Portfolio Manager

NatWest
05.2017 - 06.2021
  • Executed the first of its kind green deal worth 40.3m GBP for NatWest in UK Market.
  • Conducted comprehensive financial and credit analysis of Portfolio worth ~1bn AUM
  • Helped save 400 million GBP of potential Credit loss for NatWest by proactive risk management.
  • Simplified and automated the processes to reduce the overall processing time various requests by 60percent.

Education

Chartered Accountant (CA) -

Institute of Chartered Accountants of India
11.2016

Chartered Financial Analyst (CFA) L1 -

CFA Institute, USA
12-2018

Diploma in Lending Skills -

Chartered Banker Institute
12.2018

Bachelors In Commerce (B.Com) -

H.R. College, Mumbai University
03.2014

Skills

    Technical Proficiency:

  • Sustainable Investing best practices
  • GHG accounting, SBTI and other related decarbonization frameworks
  • ESG risk and ratings
  • Portfolio Management
  • Advanced Analytical Skills and Automation
  • MS- Office
  • Bloomberg
  • Due diligence
  • Portfolio management
  • Asset management

    • Soft Skills:

  • Stakeholder Management and Communication skills
  • Strategic and Forward Thinking
  • Self-starter
  • Effective Communication
  • Teamwork and Collaboration
  • Influencing and negotiating
  • Driving Performance and Results

Accomplishments

  • Received Living Our Values (‘LOV Award’) and multiple appreciations from Relationship Managers, Credit Heads and Vice President, CPB on my performance in NatWest Group.
  • Blog published on the ‘great working relationship’ between me and my UK stakeholders.
  • Received ‘PwC experience award’ from PwC India Tax head.
  • Won Corporate Quiz in PwC.
  • Winner of various Quizzes, Debates, Elocutions
  • Always a topper in academics.
  • Won ‘Overall excellence award’ and represented institutions on various forums over the years

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Marathi
Native or Bilingual

Timeline

Investment Manager- Sustainable Investing

IMCO
03.2022 - Current

AVP- Sustainability & Impact

Blend Finance
02.2022 - 02.2024

AVP- ESG Advisory

SIMA Funds
07.2021 - 02.2022

Portfolio Manager

NatWest
05.2017 - 06.2021

Chartered Accountant (CA) -

Institute of Chartered Accountants of India

Chartered Financial Analyst (CFA) L1 -

CFA Institute, USA

Diploma in Lending Skills -

Chartered Banker Institute

Bachelors In Commerce (B.Com) -

H.R. College, Mumbai University

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