Utsav Srivastava, MBA, CFA

• Conducted comprehensive financial analysis of global equities across multiple sectors, including Technology, Industrial and Consumer in North American and European markets.
• Developed and maintained intricate financial models for companies within designated coverage areas, utilizing advanced Bloomberg functionalities.
• Employed derivative strategies such as covered calls to enhance portfolio yield and reduce volatility.
• Attended conferences and conducted in-depth interviews with management teams to gather proprietary insights, enhancing investment decision-making processes.
• Evaluated macroeconomic trends and their implications for global equity markets, demonstrating passionate commitment to market analysis.

• Performed thorough financial analysis of investment opportunities across credit and equities, including technology companies, on both short and long sides.
• Identified absolute and relative value across companies and within their capital structures.
• Designed and maintained advanced investment screeners using Bloomberg to identify undervalued global investment opportunities.
• Conducted scenario analysis to evaluate risk profiles for prospective investments under various market conditions.
• Leveraged publicly available data to formulate comprehensive profiles of institutional investors, demonstrating strong research capabilities.

• Conducted meticulous bottom-up research on global companies to identify appropriate equity investments.
• Utilized financial modeling and valuation techniques to analyze companies across various international markets.
• Contributed to substantial growth in Assets Under Management (AUM) from USD 0 in 2017 to USD 45M by 2019 through rigorous investment analysis and idea generation.

Delivered independent oversight of CAD 850B bank's liquidity risk, structural balance sheet risk, and investment strategies.

• Enhanced the framework for assessing liquidity risk of trading portfolios by streamlining processes and increasing portfolio-wise granularity for senior management.
• Optimized short-term financing on the balance sheet to minimize funding costs while ensuring compliance with Basel III and OSFI liquidity regulations.