PRANAV GAUTAM
Summary
Accomplished Portfolio Manager and Financial Analyst with an record project management, nurturing client relations, and devising investment strategies. An MBA graduate from the University of Southampton, I bring a global perspective and a keen acumen in business and finance. My expertise encompasses strategic planning, financial analysis, and leadership, underpinned by a commitment to driving business growth and operational excellence.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
Work history
ASSISTANT PORTFOLIO MANAGER
JDRSK Ventures
2021.01 - 2022.06
- Orchestrated and assisted the management of a diversified project portfolio,enhancing project alignment with strategic business objectives, resulting in a increase in overall efficiency
- Conducted comprehensive cost-benefit analyses and applied rigorousvaluation criteria to select the best projects for the portfolio, focusing onaspects like payback period, net present value, and risk level
- Validated the feasibility of chosen projects through in-depth studies,considering financial risks, capacity planning, and assisted in resourcemanagement constraints, ensuring a 20% improvement in project successrates.
- Vigilantly monitored and analysed key performance indicators (KPIs),facilitating data-driven decisions that improved portfolio performance by 25%
- Fostered robust collaboration with cross-functional teams, optimizingresource allocation and prioritization, thus enhancing project delivery.
RELATIONSHIP EXECUTIVE
Century Financial
Dubai
2019.02 - 2020.12
- Successfully created and managed a client portfolio valued at $2.2 million,demonstrating exceptional skill in portfolio management and client advisoryservices
- Played an instrumental role in cultivating and sustaining robust clientrelationships, contributing to a significant growth in the client base.
- Conducted comprehensive market trend analyses and portfolio reviews,leading to strategic adjustments that improved client portfolio performance by20%.
JUNIOR ANALYST
Accendo Ventures
London
2018.09 - 2018.12
- Assisted the valuation and strategic analysis of distressed business assets,resulting in the successful acquisition of two major hotel properties
- Contributed significantly to the development of investment presentations andfinancial models, supporting key decision-making processes
- Collaborated extensively with various teams for in-depth data gathering andanalysis, enhancing the accuracy of financial projections.
INTERN
Anuradha Holding Pvt. Ltd
Bengaluru
2016.05 - 2016.07
- Assisted in the analysis and evaluation of investment portfolios, contributingto improvement in portfolio performance metrics.
Education
Master of Business Administration - Business Administration
University of Southampton
2022.09 - 2023.09
Master of Science - INVESTMENT BANKING
Queen Mary University of London
2017.09 - 2018.09
BACHELOR OF BUSINESS ADMINISTRATION - FINANCESPECIALIZATION
Amity University
2014.07 - 2017.07
Skills
- PROFESSIONAL SKILLS & CERTIFICATIONS
- Advanced Leadership and Strategic Planning
- Project Management and Process Optimization
- Client Relationship Management and Portfolio Growth
- Proficient in Financial Analysis
- Proficient Communication and Problem-Solving Abilities
- Comprehensive Knowledge of Financial Markets
- Certified Bloomberg Terminal user
- Cross-Cultural Team Collaboration and Communication
- Advanced Excel, CRM, MS Office, Trading Software's (IBKR, MT5, MT4, CQG, Etc)
- Market Analysis Tools, Qualitative Data Analysis Tools
- Bloomberg Certificate (Financial Trading Program), Capital IQ
- Business development
Languages
English
Fluent
Hindi
Native
Timeline
Master of Business Administration - Business Administration
University of Southampton
2022.09 - 2023.09
ASSISTANT PORTFOLIO MANAGER
JDRSK Ventures
2021.01 - 2022.06
RELATIONSHIP EXECUTIVE
Century Financial
2019.02 - 2020.12
JUNIOR ANALYST
Accendo Ventures
2018.09 - 2018.12
Master of Science - INVESTMENT BANKING
Queen Mary University of London
2017.09 - 2018.09
INTERN
Anuradha Holding Pvt. Ltd
2016.05 - 2016.07
BACHELOR OF BUSINESS ADMINISTRATION - FINANCESPECIALIZATION
Amity University
2014.07 - 2017.07