SANSKAR MEHTA
Mumbai
Summary
Dynamic finance professional with 5+ years of experience in data governance, portfolio management, and risk assessment. Skilled in developing and implementing data risk control frameworks optimizing workflows, and ensuring compliance with regulatory requirements. Proven track record in quantitative analysis, financial modeling, and process automation, delivering actionable insights and measurable results. Adept at cross-functional collaboration and strategic decision-making to enhance organizational performance.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Sr. Associate | Wealth Operations
SVM Business Management
02.2024 - Current
- Streamlined asset selection frameworks (Equity, Gold, FIP, Real Estate) for principal review, preparing over 40 concise Equity One-Pagers and research summaries, enhancing decision-making across sectors.
- Delivered customized equity analysis and implemented strategic portfolio rebalancing for 43+ HNI clients, achieving a 4.5% alpha and optimizing performance across three asset classes using tools like equity screeners, Bloomberg Quint, and Havers.
- Executed three order flow trading strategies in equity, currency, and commodities, driving 25%+ returns through 60 months of rigorous back-testing and risk analysis.
- Spearheaded development of Madhya Pradesh's first Public-Private Partnership (PPP) for a ₹260 crore medical college and district hospital, collaborating with stakeholders to establish sustainable operational foundations.
Auditor
DSK Partners London
03.2021 - 02.2024
- Conducted 60+ audits across investment advisory, banking, and manufacturing sectors, ensuring compliance with regulatory frameworks and enhancing transparency for clients.
- Secured £100M+ in funding for UK clients through meticulous Credit Monitoring Arrangements (CMA), cash flow forecasting, and strategic financial planning.
- Oversaw data compliance and control frameworks during audits for the Solicitors Regulation Authority (SRA), ensuring adherence to best practices in regulated environments.
- Developed and implemented two Kaizen-inspired process automation solutions, reducing UK Personal Tax Return processing time by 15% and improving operational efficiency.
Equity Research Analyst
RoboCapital (Investment Banking and Wealth Managem
01.2020 - 03.2021
- Managed 40+ individual and corporate client portfolios across real estate, equity, mutual funds, and insurance, consistently delivering 4%+ alpha.
- Outperformed market benchmarks with a 6.2%+ alpha during Wuhan Crisis, overseeing $16M+ in HNI and corporate investments, demonstrating expertise in risk management and market analysis.
- Engineered a gold arbitrage strategy for Mangal Credit and Fincorp, generating a 4%+ spread, leading to product restructuring at Federal and SCB.
- Designed a Quant Fund (target AUM: ₹100 crore+) for IIFL Securities’ fintech initiative, leveraging extensive financial modeling, 5 years of back-testing with CRISIL, and stakeholder collaboration.
- Successfully facilitated a ₹12 crore+ transaction on the BSE Star MF, coordinating with stakeholders across Oman, Singapore, and India to ensure seamless execution.
- Developed and rebalanced smallcase portfolios (Equity & Commodity) for investment advisory clients with an average ticket size of ₹75K, driving performance using innovative trade strategies and quantitative analysis.
Accountant
IHelp (Apple Inc.) Egypt
09.2019 - 01.2020
- Orchestrated the successful integration of an ERP system with a team of 2, streamlining operational workflows and significantly reducing data discrepancies.
- Improved organizational efficiency by implementing automated processes, along with leading 2 trainee accountants ensuring accurate data tracking and minimizing manual errors.
- Enabled seamless coordination between departments by establishing scalable and user-friendly ERP modules, enhancing cross-functional collaboration.
Education
ACCA - Finance And Accountancy
Association of Chartered Certified Accountants
LondonM.Com - Finance And Accountancy
Mithibai College
Mumbai, IndiaB.Com - Finance And Accountancy
Mithibai College
Mumbai, IndiaSkills
- Process Automation (Kaizen-Inspired Solutions)
- Project Management
- Workflow Optimization & Policy Implementation
- Regulatory Compliance & Audit Readiness
- Client Relationship Management
- Data Governance
- Cost Optimization
- Quantitative Analysis & Financial Modeling
- Equity Research
- Risk Management
- Data Analysis
- Leadership
- Microsoft Office
Certification
- Financial Markets | ISB | Hyderabad - June 2024
- Financial Markets - Module 1 | National Stock Exchange - NSE NCFM
- Advanced Financial Modeling | ACCA - Edupristine Mumbai
Timeline
Sr. Associate | Wealth Operations
SVM Business Management
02.2024 - Current
Auditor
DSK Partners London
03.2021 - 02.2024
Equity Research Analyst
RoboCapital (Investment Banking and Wealth Managem
01.2020 - 03.2021
Accountant
IHelp (Apple Inc.) Egypt
09.2019 - 01.2020
ACCA - Finance And Accountancy
Association of Chartered Certified Accountants
M.Com - Finance And Accountancy
Mithibai College
B.Com - Finance And Accountancy
Mithibai College
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