Amit Parmar
Financial Services Professional
Werrington,NSW
Summary
Visionary financial services professional with background in financial modeling with over a decade of work experience seeking a challenge in Investment Banking and Private Equity opportunity and provide 10x value to business.
Overview
10
10
years of professional experience
5
5
years of post-secondary education
Accomplishments
- Provided valuable financial modelling support in a $13 billion project endorsed by board for investment
- Provided recommendation of economic viability of commercial projects which was positively accepted by Investment Review Committee.
- Developed a model to calculate performance of multi asset portfolio that uses options
- Successfully migrating the core performance and attribution operations overseas, attaining $130,000 cost savings PA, also implementing two benchmark changes for clients, saving $14,400 annually
Work History
Investment Analyst
Sydney Water
Sydney, NSW
08.2022 - Current
- Provide analytical and financial modelling support and advice to various stakeholders relating to major strategic, commercial and investment projects and pricing decisions at Sydney Water (investment projects, $20m – few $ 15 billion).
- Develop and review well-structured discount cash flow MS Excel models (including cost, revenue and income tax projections), provide insights on key value drivers, risks and potential information gaps and conduct sensitivity analysis of key parameters.
- Lead and review project costing using the Sydney Water costing methodology and tools, jointly with planners and other experts and data owners across the organization.
- Provide analytical inputs into the executive papers, board papers, business case documents, IPART and government submissions to make effective investment decision. Validate financial information in the draft papers.
- Contribute to improvement of the project costing, evaluation and business case development and pricing tools and guidelines.
Associate
IFM Investors
Sydney, NSW
11.2020 - 08.2022
- Developed carbon emissions abatement model to meet client ESG standards
- Presented Executive Directors with historical data and trends on asset performance
- Reviewing legal documents and providing feedback on fund structures and amendments to accommodate client investment and M&A needs
- Ensure accurate asset valuations across client M&A transactions
- Successfully developed and executed effective strategies and methods in managing and monitoring complex guidelines and bespoke mandates
Investment Compliance Analyst
AMP Capital
Sydney, NSW
10.2018 - 11.2020
- Executing group and client specific ESG investment strategies across various asset class portfolios, additionally monitoring investment compliance as well as documenting findings—reporting findings to management
- Establishing strategic relationships with key stakeholders, working closely to enhance timing of beta adjusted exposure of investment report, resulting in quality investment decisions by Portfolio manager, adding alpha to the portfolio
- Collaborating with traders and portfolio managers in handling trading orders, rebalancing portfolios, and reviewing revenue sources, debt to equity and other relevant parameters to identify authorized investments in equity and fixed income portfolios
- Carrying out wide-ranging change management duties, whilst supporting traders in identifying potential mandate breaches, and taking part in clients’ due diligence process
Investment Review Analyst
Colonial First State
Sydney, NSW
06.2015 - 10.2018
- Developing a complex Carbon Emission Monitoring model for a portfolio, meeting client’s Responsible Investing Obligations
- Contributing to the overall growth and success of the company by implementing new International Investment Strategy, and conducting a successful due diligence to over six investment managers, also achieving a superior contribution rating for the year 2017
Senior Associate, Performance and Attribution
State Street
Sydney, NSW
06.2013 - 06.2015
- Developing a complex Carbon Emission Monitoring model for a portfolio, meeting client’s Responsible Investing Obligations
- Contributing to the overall growth and success of the company by implementing new International Investment Strategy, and conducting a successful due diligence to over six investment managers, also achieving a superior contribution rating for the year 2017
Education
MBA - Finance
University Of Wollongong
Wollongong 02.2009 - 12.2010
Bachelor of Commerce - Accounting
University Of Mumbai
Mumbai 06.2003 - 08.2006
Skills
Financial Modelling
Microsoft Office Suite
Bloomberg
Aladdin
Charles River
Simcorp Dimension
Blackrock Aladdin
Build relationships
GAAP and IFRS
Timeline
Investment Analyst
Sydney Water
08.2022 - Current
Associate
IFM Investors
11.2020 - 08.2022
Investment Compliance Analyst
AMP Capital
10.2018 - 11.2020
Investment Review Analyst
Colonial First State
06.2015 - 10.2018
Senior Associate, Performance and Attribution
State Street
06.2013 - 06.2015
MBA - Finance
University Of Wollongong
02.2009 - 12.2010
Bachelor of Commerce - Accounting
University Of Mumbai
06.2003 - 08.2006