Arujun Chandran

Financial Analyst and Advisor

Credit industrial and Commercial

Paris, France

08.2017 - Current

Oversaw retirement planning, investment advisory, estate planning, tax strategy, and client support in a fully licensed financial advisory practice.
Executed trades, devised financial plans, and managed internal systems for a client base exceeding 200, with assets under management (AUM) surpassing $250 million.
Attained a 96% client satisfaction rating, up from 88%, through the delivery of personalized, exceptional service to each client.
Achieved a 22% increase in AUM without increase in team headcount, demonstrating strategic growth and operational efficiency.
Implemented internal systems optimizing customer service, office management, and compliance procedures.
Collaborated with the parent company and external professionals to align financial strategies with client goals.
Evaluated 300+ companies over the past 6 months with 19 clients successfully selected for future partnership and 7 for potential Collaboration.
Researched clients' background, main products, market plan, business strategy, financial statement, leadership structure, and profitability to determine the chance of cooperation and potential risks.
Conducted due diligence such as financial environment and legal investigation and estimated industry concentration, barriers and volume by building financial model in EXCEL and SAS.
Wrote teaser and prepared Pitchbook for senior advisor to review and led a team to present weekly financial industry trend and my view of predictions of M&A, healthcare,TMT and customer goods.
Built dynamic financial models and utilized Discounted Cash Flow (DCF), comparable companies, liquidity, recovery, and cash flow analysis to assess valuation, debt capacity, and covenant compliance
Drafted internal and client transaction documentation, including management presentations, term sheets, diligence, and valuation materials
Assisted with negotiations regarding transaction terms and interfaced with sponsors, attorneys, and other external parties to coordinate and facilitate deal processes
Analyzed financial statements and evaluated a company's eligibility for investments and other financial products
Partnered cross-functionally with underwriting team to manage both internal and external transaction process from client inquiry to engagement, deal negotiations, due diligence, and closing

Similar Profiles

Ajay Harlal TyagiAjay Harlal Tyagi

CHIEF OPERATING OFFICER at Naghi Marine Services, Saudi Arabia | King Fahd Industrial Port & Yanbu Commercial PortCHIEF OPERATING OFFICER at Naghi Marine Services, Saudi Arabia | King Fahd Industrial Port & Yanbu Commercial Port

Yep Lee XinYep Lee Xin

Relationship Manager, Corporate Banking at Industrial and Commercial Bank of China (Malaysia) BerhadRelationship Manager, Corporate Banking at Industrial and Commercial Bank of China (Malaysia) Berhad