Priyanka Kathare

Revamped research procedures to successfully meet aggressive timelines for various international projects

• As a researcher with the business research team, provided research support to investment bankers across various regions on company activities, market updates, and industry trends.
• Part of the M&A newsletter project, distributed to the upper management in the firm, features recent market deals or potential deals that have occurred within the past 24 hours.
• Specializing in the Consumer & Retail sector and consistently engaging with bankers in the industry to collaborate on important deals.
• Published sector newsletters covering trending subjects such as the Self Checkout Market and Smart Clothing and received positive feedback from both the team and onshore colleagues.
• Collaborate with leads to enhance skill sets and concentrate on fulfilling diverse industry research demands.
• Analyze and comprehended intricate client requirements, then delivered the necessary data and analysis as requested.
• Collaborate with colleagues and analysts at various regional sites to develop client marketing materials, encompassing aspects such as market and industry overviews, financial analysis, valuations, and profiles of target companies, among others.
• Proficient in Pitchbook with extensive experience in company and investor screening. Collaborated with bankers to develop industry-specific strategies to identify potential targets.
• Provide support to bankers by conducting analysis in the fields of Mergers & Acquisitions, Equity research, and Fixed income research. Aid them in
  identifying the synergies of the transaction and offering broker commentary on
  the matter.
• Conducting a comprehensive review of individuals and companies to monitor general and negative news, analyzing the effects on various industries and sectors, and assisting front-end bankers involved in active deals by conducting thorough background checks to identify any negative press as part of their KYC process.
• Support and guide the new team members, offering consistent input on aspects such as precision, efficient time allocation, and effective communication. Additionally, assist them in recognizing their areas of development and provide strategies for enhancement.
• Have had the opportunity to share and present to the Global team on multiple occasions. Whether it was introducing a new task or proposing a different approach to an existing one, my goal has always been to enhance the team's knowledge. The positive feedback that I received for the presentation delivered affirmed the value which was encouraging and motivating.
• Efficiently use Statistical Tools such as Bloomberg, Pitchbook, and Factiva, among others, to gather comprehensive company information globally.

Conducted thorough research on the latest issuances in the market and identified the connections between the existing and new issuances occurring in the global market

• Conducted thorough research on international bank loans and analyzed their connections between existing and new issues in the market. Also, analyzed the reasons behind the launch of these issues and submitted a comprehensive report to the onshore analyst.
• Verified issuances via platforms such as Bloomberg, Thomson Reuters, Dealogic, etc.
• Conducted a thorough analysis of bank loans in the EMEA region, specifically examining the concerns related to their list of participants and arrangers.
• Generated a daily report and focused on the New deals & Amendments for the US Region, following client guidelines, and then sent the revised report to the onshore Analysts.
• Worked on the Bank Loan templates provided by the analysts of issuers seeking S&P ratings.
• Efficiently conducted research on the latest structured finance deals launched or to be launched in the market, working through each tranche.
• Ensured that a daily report is scheduled for 7am to gather all market issues from applications like SDC, Dealogic, Harrison Scott, etc. This prepared us
  (the team) to work on the identified issues for the day.
• Addressed the tickets raised on the ServiceNow portal according to the onshore clients' requirements, carefully analyzing and working on each ticket, maintaining constant email communication to promptly resolve them.
• Engaged in individual calls with clients located onshore to address the challenges encountered during the execution of diverse projects..

• Interacted with clients and invited them for the upcoming conferences
• Managed and registered delegates for the conferences
• Updated data.