Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shrey Khandelwal

Chartered Accountant (CA)
Mumbai

Summary

Competent professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

5
5
years of professional experience
5
5
years of post-secondary education

Work History

Senior Consultant

EY
2024.02 - Current

Worked on MUFG project under Build-Operate-Transfer (BOT) model

Credit Analyst

CRISIL Global Research and Risk Analytics
3 2022 - 2024.02
  • Assess credit and financial strength of counterparties including global banks, sovereigns, financial services and large corporates of multiple international clients by performing fundamental credit analysis of counterparties using both qualitative and quantitative factors.
  • Continuous monitoring of covered portfolio, including following industry trends, impacts to key relationships.
  • Independently managed client account and assessed it needs and developed plans to adequately address current and future objectives.
  • Exceeded goals through effective task prioritization and great work ethic, increased client satisfaction by proactively addressing concerns and offering innovative solutions.
  • Collaborated with team members on multiple projects to achieve desired results.

Senior Analyst

Acuité Ratings and Research Ltd.
2021.04 - 2022.02

Continue analytical relationship and communication with executive management team of rated issuers, including taking lead role in discussing corporate strategy and industry dynamics.

Rating Analyst

Acuité Ratings and Research
2020.08 - 2021.03
  • Perform detailed rating assessment as primary analyst of portfolio of nearly 30 companies in BFSI sector, including Public Sector Banks (PSBs),NBFCs and MFIs.
  • Presented on banking industry covering various aspects including impact of regulatory measures in response to pandemic.
  • Daily responsibilities include gathering and analyzing data, interfacing with clients, and presenting and defending rating action to Rating Committee.
  • Supported business development and sales teams in understanding general credit processes and market environment.
  • Monitoring rated issuer fundamentals and its Industry related developments to proactively identify key changes in credit quality.
  • Rated various debt tranches of rated issuers including Tier-II bonds and Additional Tier (AT-I) bonds of PSBs.
  • Awarded for successfully completing rating exercises within critical deadlines.

Consultant-Fixed Income

SBI Mutual Fund
2019.05 - 2020.05
  • Lead and pioneered CAMEL based model implementation for NBFCs reporting under new accounting standards.
  • Performed comprehensive analysis of annual report of borrowing entity including periodical financial analysis to determine if established covenants are met.
  • Analyzed performance on several parameters like return, risk, of debt schemes of fund relative to its peers.

Education

FRM Level 1 Cleared

GARP
2022.08 - Current

CFA Level 2 Cleared

CFA Institute
2021.11 - Current

Chartered Accountant (CA) -

The Institute Of Chartered Accountants Of India
2013.12 - 2018.11

Bachelor of Commerce (B.Com) -

Mumbai University
2013.06 - 2016.04

HSC Board -

Mithibai College
2012.06 - 2013.03

Skills

    Time Management

Microsoft Office

Presentation Skills

Report writing

Relationship cultivation and retention

Python

Team Player

Credit Risk

Timeline

Senior Consultant

EY
2024.02 - Current

FRM Level 1 Cleared

GARP
2022.08 - Current

CFA Level 2 Cleared

CFA Institute
2021.11 - Current

Senior Analyst

Acuité Ratings and Research Ltd.
2021.04 - 2022.02

Rating Analyst

Acuité Ratings and Research
2020.08 - 2021.03

Consultant-Fixed Income

SBI Mutual Fund
2019.05 - 2020.05

Chartered Accountant (CA) -

The Institute Of Chartered Accountants Of India
2013.12 - 2018.11

Bachelor of Commerce (B.Com) -

Mumbai University
2013.06 - 2016.04

HSC Board -

Mithibai College
2012.06 - 2013.03

Credit Analyst

CRISIL Global Research and Risk Analytics
3 2022 - 2024.02
Shrey KhandelwalChartered Accountant (CA)