JOEL JACOB Mobile: +91 9962044459 E-Mail: email@example.com Mid-level positions in Finance / Business Analysis with organizations having a strong work ethic. SUMMARY MBA (Finance) with strong knowledge and understanding of subjects like Business Analysis, Economy, Finance, Financial Markets & Industry (Financial Intermediaries, Financial Instruments), Financial & Management Accounting with an experience of 1 year. Worked with Syntel Inc, Pune, India as Business Analyst (Reports Repertoire Suite, Capital Markets). Possess good numerical abilities with strong interest in working with numbers, analyzing and reporting on financial data. Acquired hands-on experience on topics like Equity & Mutual Fund and Marketing Research through academic projects. Team player with strong interpersonal and problem solving skills. CAREER HIGHLIGHTS Current Employment Data Analyst TickerPlant India, Chennai
Dec ‘10- to Present
Roles and Responsibilities Creation of financial models for o Calculation of EVA o Beta and Implied Volatility o DCF Valuation o Performance measurement models like Piotovski’s Model, Altman Z score, etc. Coordination with the Database, Development and Design teams for successful implementation and deployment of the models in MV Xenius. Designed and implemented the Multi-Asset Portfolio module as a feature for website and product. Reports on Quarterly and Annual financial performance of BSE-500 companies.
Previous Employment Syntel Inc, Mumbai Business Development (Retail, Syntel Direct) May'09 - Jul'09 Roles and responsibilities: Involved in the research activities of the target accounts in Retail vertical. Preparation of account plans and account mapping.
Developing understanding of Syntel's offerings and capabilities and pitching them to existing and target accounts.
Syntel Inc, Pune Business Analyst (State Street, Capital Markets)
Jan'09 - Apr'09
As Business Analyst (Reports Repertoire Suite, Capital Markets) Roles and responsibilities:
Contributed in the development of Functional Specification Document for the Project. Reviewing functionality of all screens to be developed. Reassessing business function in all technical documentation.
As Business Analyst (Capital Markets) Jul'08 - Dec'08 Roles and responsibilities: Carrying out comprehensive analysis of financial institutions' lines of business. Participating in the development of `Option Symbology Initiative', service offering to cater the change in option symbols on various indexes. Managing the job of Business Analysis/ Consultancy and Support for the Sales Team. Preparing weekly newsletters for tracking domain trends and contributing effective information on market and industry. Conducting training on Capital Markets, Derivatives, Mutual Funds and Fixed Income Securities. Identified target financial institutions in US and UK and prepared comprehensive Proof of Concept documents. Successfully conducted detailed financial analysis and IT feasibility in top financial institutions based in US and UK. SCHOLASTIC MBA (Finance) Symbiosis Institute of Management Studies, Pune 2008 BBA Rajasthan University, Jaipur 2006 HSC CBSE Board 2003 SSC CBSE Board 2000
60% 60% 69% 68%
CERTIFICATIONS NCFM (Derivatives Market (Dealer's) Module) NSE 2007 NCFM (Securities Markets (Basic) Module) NSE 2007 NCFM (Commodities Market (Dealer's ) Module) NSE 2006
79% 63% 85%
INTERNSHIP Karvy Mutual Fund Services Ltd., Pune (Summer Trainee, Insurance Dept.) Apr'07 - June'07 Roles and responsibilities:
Financial Modeling on Microsoft Excel. Risk Estimation in a Mutual Fund. Estimation of the expected return of a fund by applying Markowitz and CAPM theory
Optimum asset allocation based on the risk-return profile of each fund (for a set of 5 Mutual Funds).
ACADEMIC PROJECTS Marketing Research Project (SPSS Analysis) Preparation of a feasibility report on investment habits of Pune Household. ACHIEVEMENTS & AWARDS Won Intra college Basketball Tournament in 2008. 2nd in Inter College Basketball Tournament in 2007. Event Coordinator for "Pune Walkathon `06". Represented Jodhpur in State Level Basketball and Badminton Tournaments during 2000-2003.
IT SKILLS Application Software : MS Office, MS-Project, SPSS. PERSONAL DOSSIER Date of Birth : 25th March, 1985 Address : S2, H-93, Sea View Apartments, 1st Seaward Road, Valmiki Nagar, Thiruvanmiyur, Chennai - 600041 Languages Known : English, Hindi.