Ruchi Mehendale
Associate, Investment Sepcialist (IIF)
Mumbai
Summary
Finance professional with over 8 years of experience in financial industry including alternatives asset management, investment research, fundraising and client servicing. Proven ability in ESG reporting, valuation, and content management for product marketing. Skilled in process automation, valuation support, and cross-functional collaboration; with excellent communication and interpersonal skills, experience leading strategic partnerships and initiatives to effectively manage client and stakeholder expectations.
Overview
13
13
years of professional experience
3
3
years of post-secondary education
Work History
Associate - Investment Specialist – Global Alternatives [Infrastructure Investments Fund (IIF)]
JP Morgan Chase & Co, Asset Management (JPMAM), Mumbai, India
03.2022 - Current
- Spearheaded the creation and management of marketing materials, including pitchbooks, fund FAQs, quantitative data files, and market updates, ensuring timely and accurate delivery to investors.
- Facilitated support for the senior fundraising team with ad-hoc data requests, contributing to the development of new marketing content.
- Championed additional responsibilities within the ESG function by assisting the Director with ESG presentations, reviewing client requests, and preparing ESG-specific RFPs and DDQs.
- Partnering with senior investment specialists on prospecting initiatives by assisting on extensive RFPs and DDQs, along with other inquiries across multiple regions, consistently meeting client expectations and deadlines.
- Managed to work on and submit RFPs worth ~$1.5 bn in one quarter, normally representing one quarter worth capital call for the Fund.
- Coordinated with the client service team to maintain essential documentation such as queue files, deliver data to the finance team, and review capital call notices, distribution notices, and investor statements.
- Collaborated on the production of investor conference materials, ensuring in-depth analysis of complex platform data which ultimately aligns with client expectations across departments.
- Supported the asset management team in updating senior management presentations to reflect current market insights and portfolio performance.
- Integrated valuation inputs for the investment team by coordinating data from Bloomberg, ensuring accuracy in valuation reporting.
- Assisting Investment Team with adhoc data requests from Bloomberg along with providing insights to any query from auditors or valuation team.
- Identified and implemented process automation solutions for the review of investor documents like NAV statements, Distribution Notices, Capital Call Notices, resulting in enhanced operational efficiency. Continuously pursued opportunities for process improvements and automation innovations.
- Played a vital role in training new team members and collaborating with cross-functional teams within the Asset Management ecosystem to streamline information flow and processes.
- Oversaw and prioritized the book of work for the India team supporting IIF, ensuring timely delivery of all client and internal requests.
- Actively managing Controls Function as SPOC for the Private Markets India team for past 2 years.
Senior Research Analyst for Credit Suisse
CRISIL Ltd, Mumbai, India
02.2018 - 03.2022
- Collaborated directly with the Senior Director and specialist teams to handle custom client requests on the bank's proprietary tool, categorized as Differentiated Research, ensuring high-quality and timely delivery of research data for clients.
- Maintained and monitored the quality of valuation data in the proprietary tool, ensuring accuracy and reliability for clients' investment decisions.
- Produced analytical reports and presentations for top management on product performance, tracking key client meetings and aligning deliverables with client needs each quarter.
- Partnered with sell-side research teams to provide additional insights on companies and sectors, contributing to comprehensive research outputs.
- Assisted in the composition of market commentaries and contributed to thematic reports.
- Conducted coverage of the Financials sector in Europe by writing initiation reports and performing detailed company and sector analyses.
- Executed in-depth analyses on key topics, providing valuable insights for the bank and its clients, including: - The impact of acquisitions on companies' valuations across sectors. - Valuation effects of excess cash on luxury brands, featuring a comparative analysis of the initiating company. - Comparative analysis of European versus USA tower companies. - Detailed analysis of U.S. restaurants and multi-industry companies, including working capital evaluations. - Comprehensive examination of European metals and mining sectors.
- Developed templates for proprietary metric calculations and assisted in constructing traditional discounted cash flow (DCF) models, enhancing financial analysis precision.
- Streamlined workflow by overhauling research files, ensuring greater efficiency in data management and analytical processes.
Accounting, Audit and Tax Assistant
Bagrecha Rathi & Co, Nashik, India
02.2012 - 02.2016
- Assisted the CA partners in diverse functions, including accounting and bookkeeping, audit (tax and statutory), income tax returns, sales and service tax returns filing, TDS support, and Assessment Procedures for numerous clients over four years.
- Lead a number of audits and tax filings along with training new joiners on practical applications of accounting and taxation.
Education
MBA - Finance
ICFAI Business School
02.2016 - 02.2018
CA-IPCC - Accounting, Finance, Assurance and Tax
ICAI
11.2011 - 08.2012
Skills
- - Alternative Investments
- - Infrastructure Investments Management
- - Strategic Partnerships
- - Investor Relations and Client Service
- - Fundraising
- - Content Management
- - ESG
- - RFPs, DDQs
- - Investment Research
- - Data Analysis
Timeline
Associate - Investment Specialist – Global Alternatives [Infrastructure Investments Fund (IIF)]
JP Morgan Chase & Co, Asset Management (JPMAM), Mumbai, India
03.2022 - Current
Senior Research Analyst for Credit Suisse
CRISIL Ltd, Mumbai, India
02.2018 - 03.2022
MBA - Finance
ICFAI Business School
02.2016 - 02.2018
Accounting, Audit and Tax Assistant
Bagrecha Rathi & Co, Nashik, India
02.2012 - 02.2016
CA-IPCC - Accounting, Finance, Assurance and Tax
ICAI
11.2011 - 08.2012
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