www.copalpartners.com Copal Partners Gurgaon : Associate Credit Research

[Rajkumargautam]

Copal Partners Gurgaon : Associate / Senior Associate - Credit Research

Designation: Associate / Senior Associate - Credit Research
Experience: 2 - 7 Years
Location: Gurgaon

Job Description:
Undertaking a number of analyses including business analysis, industry analysis, capital structure analysis, ratio analysis, debt covenant analysis, risk profiling and analysis and analysis of off balance sheet exposure
Supervising a team of analyst

Desired Candidate Profile:
? CAs or MBAs from top institutes
? 3 years of experience in financial research

Company Profile:
Copal Partners is the largest offshore financial analytics & research company and has approximately 1,000 professionals and over 40 clients, including several global bulge bracket investment banks, hedge funds, private equity funds, consulting firms

Address:
Copal Partners
6th Floor
Vatika Atrium
Sec-53
Gurgaon,Haryana,INDIA 122002

Email Address: recruiting@copalpartners.com
Website: http://www.copalpartners.com

Keywords: Credit Research,PE,Private Equity,Hedge Fund,Hedge Funds,Financial Research,Financial Services,Business Research,Fixed Income Research

[Guest Poster]

good evening sir
i m santosh tiwari from mathura. i have heard about ur company . and i want to make my career with ur company. plz provide me i chance to so my best performance.

thanks for hearing me

santosh tiwari
9997974599

[Guest]

I am Gaurav jangid from the Institute for Technology and management, Navi Mumbai. I want to apply in Copal partners beacuse i find that the profile posted by them is similar to my area of interest.

[Guest-IJT]

GAURAV JANGID
E-mail: g.jangid@itm.edu
Ph.no.: +919022774954


OBJECTIVE
I wish to emerge as a corporate leader and to prove true to the expectations of my alma mater, family, institute and work. I want to be appreciated for being innovative, trust worthy and ethical, ultimately contributing to create some difference in the livelihood of the people around.


SCHOLASTIC RECORD

Degree Institution Year %/CGPA University/Board
PGDM ITM Business School, Kharghar 2011 2.88/4 ITM
C.A. (Inter) ICAI 2009 ICAI
B. Com Commerce college,Jaipur 2007 62.22% University of Raj
Class 12th Springfield School, Jaipur 2004 73.6% ICSE
Class 10th Springfield School, Jaipur 2002 69.87% ISC


SUMMER INTERNSHIP / CORPORATE / NGO PROJECTS

Summer Internship Project:

SBI CAPITAL MARKETS LTD., DELHI May 2010-June 2010
Project Title:
Analysis of Private Equity and Valuation of Firm


NGO Project:

SOS Children’s Villages of India, Rajasthan January 2010
Project Title:
Corporate Fund Raising, Rajasthan



KEY SKILLS

OPERATING SYSTEMS APPLICATION TOOLS FINANCIAL TOOLS
Windows XP, Vista& 7 MS OFFICE SUIT Financial model of DLF ,Lupin Pharmaceuticals Ltd., Investor Presentation


ACADEMIC ACHIEVEMENTS

• Secured First division throughout.
• Chartered Accountants Intermediate.




POSITIONS OF RESPONSIBILITY

ITM • Member of organizing committee “FRISSON 9.0”.
• Member of Entrepreneurship Committee.
Class 12th • Organsied Events like “Singing Talent Hunt, 2004”


OTHER ACTIVITIES AND ACHIEVEMENTS

Seminars/MDP • MDP On Customer Relationship Management at ITM,Kharghar.
• Seminar on International Financial Reporting Standards by ICAI.
Co-curricular Achievements • Runner up in quiz by ICAI
• Runner up for Inter College Cricket Competition.


OTHER INTERESTS

• Swimming.
• Playing table-tennis.
• Playing Cricket.

[Guest]

JITENDER RAWAT
E-Mail : jitender.rawat AT maersk.com / jitenderrawat75 AT gmail.com
Seeking assignments in Operations Management / Customer Service Management /Business Transitions with an organisation of repute.
Preferred Location : Pune but Open.
PROFILE SNAPSHOT
- MBA with 2 years & 10 months experience in Finance & Accounts covering Operations Management / Customer Service Management / Business Transitions of large scale programs, contributing & leading award winning high performance teams.
- Aptitude to identify and assess business requirements and formulate business systems solutions. Heavily involved in the re-engineering of business processes.
- Proven success in prioritizing time, completing intense work assignments under time constraints; accomplished through successful & active contribution towards meeting team goals & targets.
- Exceptional communicator focused on building strong client relationships.
- Conversant with standards of work practices across multiple geographies and in variety of client and internal environments.
- Proficient in Finance & Accounts processes and work methodologies.
- Exposure in migrating business processes to justify a cost effective model.
- Resourceful in maintaining cordial relationships with clients to achieve quality product and service norms.
- Skilful at monitoring & motivating the workforce to enhance their efficiencies as and when requested by my managers.
AREAS OF EXPERTISE
IFS [Integrated Financial System] (An oracle based system)
Finance & Accounts Marketing
Business Process Migrations Operations Management Customer Engagement
MS Office Windows XP, 2000 Process Improvements
CAREER CONTOUR
Oct 2010 to till date Maersk Global Service Centers (AP Moller Maersk Group)
Maersk Line is one of the leading liner shipping companies in the world, serving customers all over the globe. The Maersk Line fleet comprises more than 500 vessels and a number of containers corresponding to more than 1,900,000 TEU*, we ensure reliable and comprehensive worldwide coverage.
As Sr. Finance & Accounts Officer
Key Deliverables :
- General Ledger & Reporting during month ends like ICP uploading and HFM reporting.
- Preparing balance sheets schedule, Profit & Loss A/c and Trial Balance.
- Vendor Management – Activities includes vendor creation, Invoice Booking, Payments and
- Bank Reconciliations - Weekly reconciliations of bank accounts and make entry of open items in Industrial Financial System (IFS).
- Vendor Payments – Pulling ageing report and accordingly upload payment of invoices.
- Visual Management Board - Updating the team’s performance on a daily basis for everyone to view.
- KPI – Calculating & Updating KPI for team on a daily basis.
- Providing help and advice to team members using APMT’s method and protocols for services.
- Stepping in to investigate and solve problems, which may be complex or long-standing.
- Customer Management : Responsible for effectively managing and directing service quality to meet the benchmarks/targets set by the customer.
- Regular interaction with the South Africa based customer.
- Transition and implement the financial processes within Maersk businesses from South Africa to Pune Global Service Center.
- Escalate any potential delays/issues to steering committee to expedite the process and drive resolution.
- Customer Satisfaction - Ensure that Customer expectations are listed and captured upfront, and align the service delivery to them.
- Keeping accurate records of discussions or correspondence with team members & customers.
- Sub Ledger to Ledger Reconciliation.
- Creation and Maintenance of SOP.
Significant Highlights :
- Successful migration of work from South Africa (Johannesburg) to Maersk GSC, Pune.
- Ongoing successful completion of tasks ahead to laid deadlines.
- Member of the Integration Project of different Accounts Payables Processes.
- Conducting Accounts Payable knowledge workshops for different sub-processes.
- Conducting process demonstration for External Customers as regards to Accounts Payable Initiatives.
Aug 2006 to May 2008 KHUDALIYA ASSOCIATES, DEHRADUN
As Assistant Accountant
Key Deliverables :
- Bank Reconciliation.
- Petty Cash Handling.
- Voucher Creation.
- Ageing Report of Vendor’s and Customers.
- Punching financial data into electronic software (tally).
- Interpretation of financial statements (Balance sheet for financing).
- Auditing.
- Project Reporting.
- Filling Income Tax Returns.
April 2009 to June 2009 Summer Internship Program

As Financial Advisor
Key Deliverables :
- Assisting the customer’s for investing in Mutual Funds.
- Achieving Monthly Targets.
- Research Project on Comparative analysis of Mutual Funds and Advantages of Systematic Investment Plan. (SIP).
SCHOLASTICS
PGPBM Kohinoor Business School (2010) .
B. COM DAV College , HNB Gharwal University (2008).
12th C.B.S.E(2005).
10th C.B.S.E(2003).
BEYOND CURRICULUM
- Excellent analytical and problem-solving skills.
- Strong ability to work in teams and collaborations.
- Desire to learn new things and implement for organizational growth.
- Played Cricket State (U.K) Under-19.

[Guest]

Mrs. Swapna Rupam Manna
E-Mail ID : swapnakarmo AT gmail.com
DATE OF BIRTH : 17th April 1981
QUALIFICATION
EducationalQualification Year OfPassing Class University
S.S.C 1997 I class Mumbai
H.S.C 1999 II class Mumbai
T.Y.B.COM 2002 II class Mumbai
M.Com 2004 II class Mumbai
COMPUTER PROFIENCY
Knowledge of UNO package, D.T.P, Q-Pro, Focus, Tally 4.5, 5.4, 6.3, 7.2.
WORK EXPERIENCE
COMPANY : SYNTEL (KPO), Powai.
DESIGNATION : SENIOR ASSOCIATE (TRAINEE TEAM LEADER)
DURATION : From DECEMBER 2010 TILL 30 DEC 2011
JOB PROFILE : External Reconciliation Team (Helium Process)
The process includes External Reconciliation for “Morgan Stanley Investment Manager”
It is an US process from MSIM in Gim2 package.
Reconciling of Cash and Security positions of MSIM with custodians.
Reconciling the market value of securities of MSIM with Fund accountants.
Reconciling internally MSIM’s workings (Dividend, Trade).
Updating Reports-- Monthly, Turnover, Quarterly, Flash.
Replying client mails and solving their queries.
Preparing MIS report and updating the same.
Preparing MVDD etc.
Knowledge of Tax, Vat, TDS returns.
Extracting GTA report for BD and preparing Valuation report, Asset summary.
Preparing MMRS and sending Sign-Off for BD.
Making entries in Gim2 for FX rate, Dividends and any charges.
Solving queries and meeting deadlines on time for every BD.
Helping & supporting Quality and Reporting team for preparing reports and charts for presentation and replying Managers.
Assisting TL for any MIP, One on One, Weekly meetings.
Co-ordinating with team regarding any issues and queries.
Preparing Minutes for meeting.
COMPANY : SHRIRAM TRANSPORT FINANCE CO LTD. Belapur
DESIGNATION : TEAM LEADER {Back Office}
DURATION : From AUGUST 2007 to DECEMBER 2010
JOB PROFILE
Expenditure Dept : (For South Zone)
Handling team of 6 for South Zone in Karnataka SBU for all over India branches. It is a team of 50 colleagues in Expenses Dept. Handling 3 Karnataka SBU for payment of 24 Branches (1 SBU of 8 Branches).
My role includes solving queries of my team or branches, co-ordinating with bank for MIS, any payment related issue, cheque printing, re-verifying the vouchers for payment, making entries in UNO for advance and settlements, preparing schedule and audit list etc, replying mails, preparing daily and monthly reports with detailed activities of my team, etc,and helping my team .
The department work includes :
Ø Checking physical vouchers for all expenses incurred by branches and field executive’s categories against cities, petrol expenses, travelling expenses, daily allowances, mobile payment, meeting expenses of higher level etc and making entries in UNO packages for the same payment and issuing cheques and funding in Reward and Credit card
Ø Arranging advance payments from Head office for field officials, also for any auction, RTO expenses, also for any expenses against loan, solving queries etc.
Ø Co-ordinating with Banks and Branches for cheques and payment.
Ø Preparing Schedules & Audit report for Expenses of Company (Karnataka Region)
Ø Doing Bank Reconciliation for South Zone any Expenses account... etc
Ø Arranging training sessions for new joinee.
Ø Daily follow up of new activities of Company.
Ø Training new employees for Department Work
Bank Reconciliation Dept. (As Senior Account Executive)
Worked with a team of Bank Reconciliation Statement for all over India branches. Independentently working with more then 35 colleagues to ensure timely & quality resolution of issues as listed below with respect to accounts department & various financial issues.
Ø Maintaining hirer’s accounts- Creation of agreements, checking Company’s endorsement R.C book & Insurance Policy.
Ø Verification & Rectification of daily voucher along with proper supporting.
Ø Downloading Bank statement for MIS.
Ø Preparation of daily management Info System (MIS) reports to review the performance of & field branch officers in the respective month & presenting Monthly reports to manager.
Ø MIS daily report for Reconciliation of cleared cheques (Debits & Credits) for expenses and loan payments.
Ø Calculation of foreclosure for HP/SL.
Ø Co-ordination with branches, regional office and banks for follow up of documents, data, queries & bank statements
Ø Branch Audits- Verification of Cash, assets & documents.
Ø Preparation & presentation of Schedules for Audit.
COMPANY : ADFC (Subsidiary of HDFC Bank)
DESIGNATION : Banking Support Executive
DEPARTMENT : Retail Operations-Liabilities {Back Office}
DURATION : From JANUARY 2003 to JULY 2007
JOB PROFILE
Solving the following complaints of the Saving Account Customers and Corporate Salary Account Customer pertaining to their accounts forwarded by the branch and Phone Banking unit by co-ordinating with respective Branch and CPU via E-mail.
1. Account incorrectly debited for the following transaction like;
Ø Debit card Annual fees
Ø Inter bank Atm transaction charges
Ø Bill Pay charges
Ø Average Quarterly Balance charge
2. Updation in account not done
Ø Address change not done or Spelling mistake made in address.
Ø Addition or deletion of account Holder.
Ø Linking of account under one Debit card not done.
3. Delay in receipt of Deliverables
Ø Cheque book, Net Banking Password, Debit Pin request given not processed.
Ø Cheque book, Net Banking Password, Debit Pin, Statement of account, Fixed Deposit receipt issued but not received by the customer.
COMPANY : CGR Consultants (LIC Agent)
DESIGNATION : ACCOUNTS & ADMIN- EXECUTIVE
DURATION : From NOVEMBER 2001 to DECEMBER 2002
JOB PROFILE
Ø Handling the team and assigning particular tasks to them.
Ø Keeping Policy records up to date for the clients and reminding the clients regarding payments due of their policy, S.B maturity.
Ø Maintaining the accounts & attending the clients for insurance queries and enrolment of new policies.
MRS SWAPNA RUPAM MANNA

[Guest]

CURICULLUM VITAE
_________________________________________________________
MOHD. AFAQUE ALAM
afaquejnu AT gmail.com

To serve the organization to the best of my abilities and to gain immense practical exposure and become professionally trained to handle critical situations in my field by making the best out of my abilities and interpersonal skills. I want to see myself as an active contributor to a team of ambitious people and thereby enhance my knowledge and personality.
Languages Known : Arabic, Urdu, Hindi, English, Hebrew and Persian;
Educational Qualification :
- B.A Hons in Arabic with 1st division and securing 90% from Jawaharlal Nehru University, New Delhi-110067 India.
- Advance Diploma in Arabic with 1st division and securing 66% from Jamia Millia Islamia
- Diploma in Arabic with 1st division and securing 82% from Jamia Millaia Islamia
- 10+2 with 1st division and securing 82% from Jamiatul Falah
- 10th with 1st division and securing 86% from Jamiatul Falah
Professional Qualification :
- Knowledge of Computer well versed in surfing Internet.
- Translation from English into Arabic and Urdu and vice versa.
- Arabic and English typing on Computer.
References :
- Dr. Mujeebur Rahman Associate Professor, Centre of Arabic and African Studies, Jawaharlal Nehru University, New Delhi – 110067 Mobile : 09810426988 Email: kursail AT yahoo.co.in
- Dr. Rizwanur Rahman Assistant Professor, Centre of Arabic and African Studies, Jawaharlal Nehru University, New Delhi – 110067 Mobile : 09312396956 Email: rrahmanjnu AT gmail.com
Declaration :
I hereby declare that the above-mentioned data are true, complete, and correct to the best of my knowledge and belief.
Date : MOHD AFAQUE ALAM
Place : New Delhi