(Re)Imagine

The Official Blog of Acuity Knowledge Partners

Evolution of analyst training programs

Published on September 19, 2013 by Chanakya Dissanayake

Ever since the investment analysis industry was founded in the 1930s, experts have debated whether the investment profession is an art or a science. Far less debated, however, is the view that it is essentially a “craft” industry, where skills are accumulated in an apprenticeship environment over a long period of time. Fresh graduates with varying academic backgrounds, who joined investment banks and asset management firms as either interns or associates, were expected to demonstrate intellectual brilliance, strong work ethic, and learn under the watchful eye of experienced investment professionals.

As the industry expanded over the 1980s, global capital markets firms started investing in training programs for new analysts. The subject matter and the training methods differed among firms. Some bulge bracket investment banks viewed new analyst “boot camp” training sessions as a form of cultural indoctrination and provided on-the-job training under the tutelage of senior analysts to develop technical skills.

Others structured their training programs as classroom sessions on accounting, financial statement analysis, and securities valuation, with the more hands-on skills training provided by their senior analysts. Geographical differences also existed; firms’ Wall Street and London offices had structured programs, while their Asian offices relied on less structured training programs conducted by visiting senior analysts.

As the industry evolved in the 1990s to become the top career choice for the brightest graduates in the developed world, the training programs also evolved. Advancements in technology enabled firms to conduct certain classroom sessions remotely and archive recorded sessions to create self-paced training solutions. There was also an increase in third-party training providers, founded by former investment banking professionals and well-known academicians.

Today’s capital markets environment is markedly different from the 1980s and 1990s. Increased regulatory compliance and capital requirements have caused firms to undertake strict cost-control measures. Headcount reductions following the 2008 crisis also reduced the senior bandwidth available to conduct on-the-job training. Slower recruitment rates and small batch hires also posed challenges in conducting classroom sessions using expensive resource personnel. Many of these challenges are more prevalent in emerging markets, where the dearth of experienced talent affects firms’ ability to expose new hires to global best practices in investment analysis.

We have continuously evolved our training programs focused on preparing our analysts to support global capital markets firms. Our boot camp training sessions have proved valuable to our clients, as our analysts can support critical elements of a client’s analysis process with minimum supervision.

We aim to take our investment analysis training program to an integrated online platform in response to the industry’s new realities – the need for cost-efficient and high-quality training programs that provide a self paced environment for new analysts to build critical skills in investment analysis. Our online training platform will feature four modules – industry analysis, building earnings models, equity valuation, and writing investment notes.

Our online training platform will significantly enhance the effectiveness of training both young analysts and experienced capital markets professionals.


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About the Author

Country Head/ Director, Sri Lanka

Chanakya is currently responsible for all aspects of research delivery and client relationship management for engagements serviced out of the Colombo delivery centre. Chanakya also leads strategic initiatives at Acuity Knowledge Partners, working very closely with the Senior Leadership team in seeking, evaluating, and overseeing the implementation of new ideas. He has also supervised sell-side equity sector coverage teams, credit research teams, and buy-side/hedge fund teams.

Chanakya has sector coverage experience in Financial Institutions and Telecommunications. He is a CFA charter holder, an Associate Member of CIMA (UK), and a Fellow Member of ACCA (UK).

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Jarmanjeet Singh

Associate Director

Deepika Khullar

Delivery Lead

Mohit Jain

Delivery Manager

Gopal Venkatesh

Assistant Director, Compliance

Sidharth Suresh Nair

Delivery Manager, Investment Banking

Binsanlal P J

Delivery Manager, Specialised Solutions

Sandeep Ayyappan

Senior Associate

Amandeep Singh Rekhi

Delivery Manager

Nikhil Francis

Associate, Investment Banking

Saswata Mohanty

Assistant Director, Investment Banking

Priyadarshini Elumalai

Analyst, Compliance Ops

Akanksha Sah

Senior Associate, IB

Harsh Gupta

Assistant Director, IB

Anish Chopra

Assistant Director

Champak Patel

Assistant Director, IR

Manish Garg

Assistant Director, Private Equity & Consulting

Tanika Gupta

Delivery Lead, Investment Banking

Shreya Kaushal

Analyst, CPB

Rohit Sharma

Delivery Manager, CPB

Deepak Garg

Delivery Manager, Investment Banking

Umamahesh Poreddi

Senior Associate, Investment Banking

Ankit Mehrotra

Ankit Mehrotra, Associate Director, Investment Banking

Gaurav Jain

Associate Director, Investment Banking

B P Sunil

Associate, Specialised Solutions

Ramakrishna Reddy

Delivery Lead, Specialised Solutions

Vikram Kumar R

Delivery Manager, Specialised Solutions

Rekha Narasimhan

Senior Associate, Compliance

Asha Rakesh Maniar

Senior Associate, Compliance

Anshul Kulshrestha

Anshul Kulshrestha, Delivery Manager, PEC

Faisal Riyaz

Assistant Director, IB

Navneet Kumar

Delivery Manager, Business Research

Jalaj Jonker

Delivery Manager, Compliance Analytics

Pankaj Jha

Delivery Lead, Compliance

Avinash Singh

Delivery Manager, Consulting

Sunny Mehta

Assistant Director, Consulting

Chetan Anand

Assistant Director, Consulting

Jeetendra Prakash

Assistant Director, Investment Research

Ganesh Hebbar

Delivery Lead, Compliance

Ritika Sharma

Senior Associate, Commercial Lending

Vivek Mishra

Senior Associate, Business Research

Khushboo Agarwal

Delivery Lead, Commercial Lending

Arjun Prasad

Delivery Manager, Investment Research

Aditya Arora

Assistant Director, Specialised Solutions

Amit Mehndiratta

Delivery Lead, Survey Programming

Dhruv Gupta

Associate, IB MAP

Abhishek Bhatia

Assistant Director

Devduni Wijesekara

Delivery Manager , Commercial Lending

Usman Ahmad

Chief Data Scientist

Deepak Stephen

Head of Data Science Operations

Ankit Agrawal

Delivery lead, Investment research

Sharmi Basu

Delivery Lead, Investment Research

Tyra De Silva

Analyst, Specialised Solutions

Sriram Kovil

Associate Director, Specialised Solutions

Shashank Sharma

Associate, Business Research

Jitendra Verma

Delivery Lead, Data Analytics

Raghu Patale

Delivery Manager, PEC BR

Sonia Gurung

Associate, Business Research

Pooja Golait

Associate, Equity Research P&T Team

Sanjiv Singh

Assistant Director

Vandana Ahuja

Delivery Manager

Faahika Fakir

Assistant Director, Fund Marketing Services

Ashok Navaneethan

Delivery Lead , Commercial Lending

Shekhar Mishra

Delivery Manager, Data Analytics

Nishith Sen

Delivery Manager, Commercial Lending

Anithavani Devaraj

Delivery Lead, Commercial Lending

Aman Singh

Senior Associate, Business Research

Pranaypushp Shrivastava

Delivery Lead, FMS

Megha Rathi

Delivery Lead, FMS

Charanjit Singh

Head of ESG Research

Archana Shankar

Associate, Compliance

Prachurjya Bharaly

Assistant Director, Investment Banking

Mohak Mantri

Associate Director, Commercial Lending

Pankaj Bukalsaria

Associate Director

Rajeev Sinha

Assistant Director, Fund Marketing Services, Acuity Knowledge Partners

Jalaj Jonker

Delivery Manager, Compliance Analytics

Sudhir Shetty

Delivery Manager, Commercial Lending

Jarmanjeet Singh

Associate Director

Sreenath Kesavan

Assistant Director, Investment Research

Ankush Shaw

Delivery Lead, Investment Research

Neha Agrawal

Assistant Director

Gopi Krishna

Delivery Lead

Kumail Jillisger

Associate Director, Head of Financial Crimes Compliance

Madhav Garg

Senior Associate, Investment Banking

Huan LI

Associate

Rathnakala Kumaragurunathan

Associate Director, Investment Research

Sharmi Basu

Delivery Lead

Ankit Agrawal

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Ankita Jhawar, CFA

Assistant Director, Portfolio Research, Operations and Risk

Shankar Shivakumar, CFA

Associate Director, Specialised Solutions

Stevi Joseph

Associate Director, Portfolio Research, Operations and Risk

Ye Ji

Associate

Ying Wang

Associate

Manish Jha

Delivery Lead,Investment Research

Mrutyunjay Panigrahi

Delivery Manager, Investment Banking

Sunil Chippalakatti

Delivery Manager

Swati Gera

Senior Associate

Anmol Jain

Analyst, Fund Marketing Services

Abhisek Sasmal

Assistant Director

Priyanka Gupta

Delivery Lead, Private Equity

Aman Chopra

Delivery Manager, Private Equity

Amit Kumar Mishra

Delivery Manager, Commercial Lending

Vivek Krishna

Assistant Director, Commercial Lending

Narayan Somani

Associate Director, Commercial Lending

Dilinie Gunathilaka

Delivery Manager, Commercial Lending

Narendra Mendru

Delivery Lead, Compliance Operations

Kumail Jillisger

Associate Director, Head of Financial Crimes Compliance

Isha Vyas

Delivery Lead, Investment Research

Pratik Bhagat

Delivery Lead, Investment Research

Ankur Jain

Delivery Manager

Monali Samaddar

Associate, Quantitative Services

Avinash Kumar

Delivery Manager Investment Research

Arjun Prasad

Delivery Lead, Investment Research

Shawaf Ali Baig

Associate, Compliance

Rohit Tyagi

Deliver Manager, Strategic Research and Consulting

Longaijing Ning

Associate, CCP PE-MSPEA

Ashwin Jose

Senior Associate, Investment Research

Gunjan Upadhyay

Delivery Lead

Preeti Rai

Senior Associate, Compliance Operations

Dipender Thapa

Assistant Director, Commercial Lending

Keerthivarman Balasubramaniam

Assistant Director, Commercial Lending

Harsha Modha

Delivery Manager, Investment Research

Tong Chen

Senior Associate, IB

Zahin Mohammed

Associate, FMS

Achini Udugama

Delivery Lead, Commercial Lending

Sandani Fernando

Associate, FMS

Shamila Deen

Delivery Manager, Commercial Lending

Supuni Dharmasena

Analyst, Commercial Lending

Manish Mohan Raj

Delivery Manager, Forensic Compliance

Mahima Sahney

Delivery Lead, Compliance

Gaurav Sharma

Delivery Manager,Private Equity and Consulting

Yashas Gilganchi

Senior Associate, Investment Research

Khushboo Periwal

Senior Associate, Investment Research

Archana Anumula

Assistant Director, Quantitative Services

Ankita Mohanty

Associate, Business Research, Consulting Practice

Abhishek Modi

Delivery Manager, Investment Research

Paramjit Ahluwalia

Delivery Manager, Investment Banking

Hiral Rupani

Delivery Lead, Commercial Lending

Ruochen Shen

Analyst, CPB

Pramod Padhy

Delivery Manager, CCP

Zhen Zhao

Delivery Manager, IB

Rajarshi Maulik

Delivery Manager, Commercial Lending

Avinash Saxena

Delivery Manager, Consulting Practice

Sajid Kachhi

Delivery Manager, Compliance

Venkatesh Krishnamurthy

Assistant Director, Commercial Lending

Rajeev Hota

Assistant Director, Commercial Lending

Tianyang Li

Consulting Analyst

Ruwani Kapuge

Assistant Director, Investment Research

Anitha Revanna

Sr. Associate, Compliance Operations

Wilfred Peter

Delivery Manager, Compliance Operations

Sachith Vijayaraghavan

Senior Associate, Compliance Operations

Jingrong Ma

Analyst, SPDP/BR-BMK

Chayanika Perera

Delivery Lead, Quants

Shekhar Mishra

Delivery Manager, Data Analytics

Aradhna Chaudhry

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Mitalee Jain

Analyst, Fund Marketing Services

Varad Sharma

Delivery Lead, Investment Research

Swati Gera

Senior Associate

Xiaoyu Zhang

Analyst, Consulting Practice

Avinash Kumar

Associate Director, Investment Research

Jeetendra Prakash

Assistant Director, Investment Research

Srinidhii Sreeram

Analyst

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Analyst

Aiswarya Unnithan

Senior Associate

Anisha Shangari

Senior Associate, Compliance Ops

Vinod Kavali

Delivery Manager, Compliance Operations

Swati Gera

Senior Associate, CMPLNC_ANA

Manjunath Pola

Delivery Manager, KYC

Raghavendran Vijendran

Assistant Director Quantitative Services

Mrutyunjay Panigrahi

Delivery Manager, Investment Banking

Suren Weerasekera

Delivery Manager, Commercial Lending

Ying Ye

Compliance and Consulting Analyst

Sujatha Shetty

Delivery Lead, Investment Banking

Deshitha Amarasinghe

Delivery Lead, Commercial Lending

Jayraj Gohil

Delivery Lead, Compliance Operations

Shenuk Alles

Senior Associate

Naveen Katakam

Delivery Manager, Fund Marketing Services

Jarmanjeet Singh

Associate Director

Jarmanjeet Singh has ~15 years of experience supporting various investment banking clients at Acuity Knowledge Partners. In his current role, he is responsible for managing mid-market IB and boutique advisory clients. Jarmanjeet has a keen interest and understanding of Oil & Gas sector and have been regularly working with niche O&G advisors and bankers. He leads teams that work very closely with the senior bankers on live mandates including debt advisory, capital raising and M&A activities. In his prior role at Acuity Knowledge Partners, he worked with a US based bulge bracket investment bank where he led sector teams of EMEA region. Jarmanjeet holds a Master’s degree in Business Administration in Finance from Symbiosis and a Bachelor’s Degree in Commerce (Hons.) from Delhi University

Deepika Khullar

Delivery Lead

Deepika Khullar has over 7 years of experience in research and consulting industry. At Acuity Knowledge Partners, she is a part of the Investment Banking division, currently supporting clients in the Middle East region across areas such as industry and business research and capital markets. During her tenure at Acuity, Deepika has worked with leading investment banks across the US, Middle East and Asia. Her expertise lies in the area of originations support, preparing industry focused-reports, Thematics, IMs etc and has a good understanding of and Islamic finance. She holds a B.Com (Hon.) from Shri Ram College of Commerce, Delhi University and an MBA with a specialization in Finance from Lal Bahadur Shastri Institute Of Management.

Mohit Jain

Delivery Manager

Mohit Jain is associated with Acuity Knowledge Partners since 2011 and has worked with clients of diversified geographies in investment banking domain during the tenure including North America, Europe, Asia and Middle East. An expert in financial modelling and valuations, Mohit has strong experience working across sectors including TMT, Real Estate, FIG, Consumer and O&G among others. With hands on experience in the M&A domain, he has supported clients on a wide range of products such as financial modelling, case studies, industry research, transactions, comps, pitch books, profiles and deal origination, to list a few. He also possesses significant exposure to Middle East markets and Islamic Finance industry, having worked with regional clients over the years. Mohit holds a bachelor’s degree in Commerce from Sri Venkateswara College, Delhi University and an MBA from IILM, New Delhi.

Gopal Venkatesh

Assistant Director, Compliance

Gopal Venkatesh has over 12 years of experience in compliance, having worked for various firms including J.P. Morgan and Goldman Sachs. His expertise spans across the Investment compliance and Change Management. At Acuity Knowledge Partners he is responsible for management support of Investment Compliance Services. Gopal has done his MBA from Bangalore University.

Sidharth Suresh Nair

Delivery Manager, Investment Banking

Sidharth has over 6 years of experience in investment banking and advisory services. He joined Acuity Knowledge Partners in Jul'18 and currently leads a team catering to a boutique advisory firm in the European technology sector. He has previously worked with HSBC Investment Banking ​in multiple coverage and product teams across geographies, and was a key member of several landmark M&A and IPO transactions. Sidharth holds an MBA in Finance from Symbiosis University, Pune and a Bachelor of Technology degree in Computer Science & Engineering from NIT Calicut.

Binsanlal P J

Delivery Manager, Specialised Solutions

Binsanlal is currently a delivery manager at Acuity Knowledge Partners, with more than 10 years’ experience. He is responsible for preparing macroeconomic outlook reports, credit strategy outlooks, thematic and foreign exchange research reports and writing fund performance commentaries for management discussion and analysis. In his previous assignments, he monitored macroeconomic and policy developments, analysed economies, performed data analysis and interpretation, forecasted and model building, prepared economic and thematic reports, dashboards, and newsletters, and managed research teams and projects. Binsanlal holds a Master’s degree in economics from Madras Christian College and a Bachelor’s degree in economics from Mahatma Gandhi University.

Sandeep Ayyappan

Senior Associate

Sandeep is a Senior Associate and subject matter expert for the investment compliance practice. He has over 7 years of experience in financial service industry. Prior to joining Acuity Knowledge partners he worked as a senior consultant in Wipro Technologies - Securities & Capital market BA CoE. He was part of the investment compliance and investment book of records team that handled global asset managers. Sandeep was also part of the commodity derivatives trading line of business in the financial service industry.

Amandeep Singh Rekhi

Delivery Manager

Amandeep joined Acuity Knowledge Partners in Feb 2013. During his tenure with Acuity, he has supported and managed several research engagement for diversified clients across varied geographies. He is part of the data analytics, survey programming and end-to-end project management for past 6 years, supporting an industry dedicated employer branding client. Previously, he has supported various market research activities like data collection, quality checking, resource management and cost efficiency for numerous clients.

Prior to Acuity, he has worked with a broking firm, where he was involved in global product arbitrage and identifying the potential opportunity of spread in currencies and metals. Amandeep holds an MBA degree in Finance and Marketing from New Delhi, India and a Bachelor’s degree from Ramjas College, Delhi University, India.

Nikhil Francis

Associate, Investment Banking

Nikhil Francis has over 2.5 years of experience in Investment Banking domain. Currently, he supports the Public Finance team for a U.S. based mid-market investment bank, with a focus on Municipal Finance and Infrastructure - Public Private Partnership(P3) . He holds Post Graduate Diploma in Financial Management(PGDFM) and Master’s degree in Commerce with specialization in International Business.

Saswata Mohanty

Assistant Director, Investment Banking

Saswata Mohanty has over 13 years of experience working across different value chain in the Investment Banking domain. Currently, supports Public Finance / Project Finance team, with a focus on Municipal Finance and Infrastructure - Public Private Partnership(P3). He is also responsible for quality check and overall functions of Investment Banking team, for a U.S. based mid-market Investment Bank, in Bangalore. Prior to joining Acuity, he was with Verity Knowledge Solution (affiliate of UBS) for close to 6 years. He holds a Master’s degree in Business Administration in Finance.

Priyadarshini Elumalai

Analyst, Compliance Ops

Priya has 3 years of experience in Investment Compliance and Collateralized loan obligations, having worked with State Street Corporation prior joining Acuity. At Acuity Knowledge Partners she is part of the Investment Compliance team and specializes in post and pre trade monitoring. Priya holds a bachelor's degree in commerce from Bangalore University.

Akanksha Sah

Senior Associate, IB

Akanksha has around 4 years of work experience in Acuity investment banking analytics teams. In her current role, she supports on all types of alternative funding structures analysis to the leading investment bank in PIPE and RD transaction markets. Prior to this, she provided support in various Investment Banking tasks which involved valuation, peer analysis / company screening, company and industry research, case studies, benchmarking among others with focus towards the healthcare sector. She holds a Post Graduate Diploma in Management with specialization in Finance and a Bachelor of Commerce degree.

Harsh Gupta

Assistant Director, IB

Harsh has been with Acuity since 2006 and has experience working with investment bankers across the globe with various sector coverage teams like Fintech, Banks, Industrials, Chemicals, Cleantech, Healthcare as well as Equity Capital Markets teams. He has an extensive experience of supporting bankers on Financial models (LBO, DCF, acc/dil, etc), valuations, PIPE offering, SPAC Research, Capital Market products, industry overviews, and idea/peer/target identification. Harsh is a qualified Chartered Accountant and a Bachelor of Commerce.

Anish Chopra

Assistant Director

Anish Chopra has over 14 years of experience in investment banking with Acuity Knowledge Partners. He has significant experience in working on power, infrastructure, consumer, healthcare and TMT sectors. In his current role, he is leading a dedicated team supporting Power, Infrastructure and Utilities Group of a global investment bank. He is responsible for managing the team and delivering diverse analysis required during the entire cycle of a transaction including structuring and preparing compete pitch books. He is actively engaged in client interaction, as well as guiding and training juniors. Previously, he supported a European bulge bracket investment bank. Anish holds a Master’s degree in Business Administration in Finance from Amity Business School and a Bachelor’s Degree in Economics from Guru Nanak Dev University

Champak Patel

Assistant Director, IR

Champak Patel is a part of investment research vertical at Acuity Knowledge Partners, Gurgaon. He has over 11 years of total work experience in equity research & advisory, financial modeling, generating stock ideas, writing research reports, and presenting investment themes to fund managers. Currently, he leads various equity research engagements supporting clients across sectors and geographies. Champak is an MBA in Finance from Institute for Technology and Management, Mumbai and a Bachelor of Technology in Chemical Engineering.

Manish Garg

Assistant Director, Private Equity & Consulting

Manish has over 13 years of experience in financial and investment research, with a focus on real estate and distress debt strategies. He holds extensive experience in managing real estate investment projects across the deal pipeline spanning opportunity screening, due diligence support, portfolio monitoring and ad-hoc research projects. He has played an important role in setting up the real estate delivery teams at Acuity. His core areas of work include account management, client relationship, maintaining control over quality and timeliness of team projects.

His previous experience includes working with a commodity research firm and a real estate thematic fund, where he primarily focussed on precious metals’ research, macro-economic studies, real estate sector research, and analyzing real estate companies.

Manish holds an MBA in Finance from ICFAI University and a bachelor’s degree in Commerce from Rajasthan University.

Tanika Gupta

Delivery Lead, Investment Banking

Tanika is a delivery lead in the Debt Capital Markets practice at Acuity Knowledge Partners. She has expertise working with investment banks, providing support on weekly bond market updates, bond pricing, covenant comparison, debt maturity profiles, preparing pitch books and capital structure analysis. She supports the global DCM teams of a major European investment bank and has developed good understanding of the investment grade and high yield markets across the US, EMEA and Asia ex-Japan G3 markets.

Tanika holds a MBA in Finance from Jaypee Business School, Noida and earned her B.Com from CSJM University, Kanpur. She is passionate about dancing and has actively participated in various cultural activities at organizational level.

Shreya Kaushal

Analyst, CPB

Shreya has been with Acuity ECM team since June 2020. Her current role requires her to handle assignments for bulge bracket investment banking client team on ECM & Corporate broking projects like industry research, investor targeting, ECM offering related case studies, benchmarking, corporate governance and block updates.

Prior to joining Acuity, she worked as an Audit Associate at Ernst and Young from Aug 2015 – Oct 2016, where she was working parallel with EY US Audit team and was responsible for performing General Audit procedures (Primary and others), preparing audit reports and schedules to be submitted to statutory body (SEC, PCAOB). Shreya holds PG Diploma in Finance from Birla Institute of Management Technology and Bachelor’s degree in Commerce from Delhi University.

Rohit Sharma

Delivery Manager, CPB

Rohit Sharma has over 11 years of work experience in investment banking. He is leading ECM and Equity Advisory teams for a UK bulge bracket investment bank from past 9 years. He has a strong hold in ECM related work products which are used for corporate broking, deal origination & execution as well equity linked teams.

He has supported multiple senior investment bankers in preparation of investor decks including investor targeting, benchmarking, potential-blocks / stake sale analysis, deal case studies and sell-side research. In addition, he supports onshore Equity Advisory team catering to Utilities, Industrials and NRG sectors in providing strategic advice on matters related to their client’s market impact and communication. Prior to joining Acuity, he worked with a boutique firm for c.2 years where he was responsible in creating and maintaining financial valuation models with in-depth financial statement analysis. Rohit has cleared CFA Level 1 and holds PG Diploma in Financial Management and a Bachelor’s degree in Commerce.

Deepak Garg

Delivery Manager, Investment Banking

Deepak Garg is part of the Investment Banking division at Acuity Knowledge Partners, attached to the Power, Utilities & Infrastructure sector. He joined Acuity Knowledge Partners in Jan’17 and currently leads a team catering to a leading global investment bank. Previously, he has worked with HSBC-IB for more than 2 years and was actively involved in the origination and execution of M&A & ECM deals. Deepak holds an MBA in Finance from IMT Ghaziabad and a Bachelor of Technology degree in Mechanical Engineering from NIT Kurukshetra.

Umamahesh Poreddi

Senior Associate, Investment Banking

Umamahesh Poreddi has 5+ years of experience working across various roles in the Investment Banking team at Acuity Knowledge Partners. Currently, he supports the Corporate Banking as well as Mergers and Acquisitions teams of a mid-market investment bank based out of the U.S., in prospecting as well as pitching activities focused on various sectors primarily broad industrials and downstream oil & gas markets. He holds an MBA in Finance from Amrita School of Business.

Ankit Mehrotra

Ankit Mehrotra, Associate Director, Investment Banking

Ankit has over 14 years of experience in Consulting and Research. At Acuity Knowledge Partners, he has led sector and product-specialist pilot teams in Renewable Energy and Environmental Finance, Syndicated Loans - Capital Markets, Sustainable finance, Restructuring, Debt Advisory, Strategy, Corporate Development and M&A Coverage. With McKinsey and Ernst & Young, he has worked on client engagements related to market entry strategy and competitive positioning.

Ankit holds an MBA with a dual specialization in Finance and Marketing from Lal Bahadur Shastri Institute of Management and earned his B.Com (Hons.) from Delhi University.

Gaurav Jain

Associate Director, Investment Banking

Gaurav Jain over 14 years of experience in investment banking and advisory services. During his tenure with Acuity Knowledge Partners, he worked with bulge bracket, regional and boutique banks on multiple sector and coverage teams in US, Europe, Middle East and Asia Pacific. Currently, he leads various Investment Banking engagements supporting across Mergers & Acquisitions and Capital Markets teams. Gaurav holds Masters in Business Administration (Finance) and Bachelor in Commerce.

B P Sunil

Associate, Specialised Solutions

Sunil has over 5 years of experience in the structured products space, spanning portfolio management and risk analytics. At Acuity Knowledge Partners, he has worked on multiple client engagements, supporting both the sell-side and buy-side functions. He previously worked at Thomson Reuters.

Sunil holds a master’s degree in business administration and a bachelor's degree in management from M S Ramaiah Institute of Technology in Bangalore.

Ramakrishna Reddy

Delivery Lead, Specialised Solutions

Ramakrishna has over 6 years of experience in financial services, spanning research and portfolio analytics and risk reporting. At Acuity Knowledge Partners, he has worked with multiple clients, supporting them on critical tasks including sector research and outlook publication, performance data monitoring, attribution analysis, and factor-based risk/return analysis.

Ramakrishna holds a master’s degree in management from Christ University and a bachelor’s degree from Aurora’s Technological & Research Institute.

Vikram Kumar R

Delivery Manager, Specialised Solutions

Vikram is a management postgraduate with over 10 years of work experience. At Acuity Knowledge Partners (Acuity), he has worked with two bulge-bracket sell-side clients in managing their bespoke data management, research and publication requirements for US and EMEA securitisation markets. Prior to Acuity, he worked with Accenture Credit Services (formerly Zenta Knowledge Services Pvt Ltd) and Silverskills Pvt Ltd on US commercial lending-related bespoke services.

Vikram completed a Post Graduate Program in Management (Finance and Marketing) at Indus Business Academy and holds a Bachelor of Commerce from Loyola College.

Rekha Narasimhan

Senior Associate, Compliance

Rekha Narasimhan has over 10 years of industry experience in the area of Risk and Compliance. Her expertise spans across Anti Money Laundering compliance and Electronic Communication Surveillance. She is associated with Acuity for the last two years. Prior to joining Acuity, she was associated with Goldman Sachs and HCL Capital Market Services. She holds a Master’s degree in Business Administration, specializing in finance. At Acuity Knowledge Partners, she is part of Corporate and Forensic Compliance team and specializes in Electronic Communication Surveillance.

Asha Rakesh Maniar

Senior Associate, Compliance

Asha Rakesh Maniar has 7+ years of experience in compliance and has been associated with Acuity Knowledge Partners for about a year. Prior to joining Acuity Knowledge Partners she worked as a senior analyst with Goldman Sachs – PWM and Forensic compliance. At Acuity Knowledge Partners she is part of the corporate and forensic compliance team where she monitors electronic communication and performs trading surveillance for a client. Asha holds a MBA degree from the ICFAI Business School Hyderabad.

Anshul Kulshrestha

Anshul Kulshrestha, Delivery Manager, PEC

Anshul Kulshrestha joined Acuity Knowledge Partners in 2012 and has been a part of the firm’s Private Equity and Consulting Vertical since. His current role involves managing multiple PE and fund-of-funds clients.

He has extensive experience across a broad range of private equity and hedge fund services, including fundraising pitchbook, investment due diligence, investment memorandums, fund cash flow modeling, portfolio monitoring and fund revaluation modeling.

Anshul holds Post Graduate in Business Management with a specialization in Finance and Marketing from Institute of Management Technology, Ghaziabad

Faisal Riyaz

Assistant Director, IB

Faisal Riyaz manages investment banking teams at Acuity Knowledge Partners, Beijing. He has over 10 years of experience in financial research with a focus on the Chinese capital markets. Faisal is also actively involved in knowledge management and quality control of deliverables. Prior to joining Acuity Beijing, he worked as an analyst for a team supporting a large European investment bank.

Navneet Kumar

Delivery Manager, Business Research

Navneet Kumar joined Acuity Knowledge Partners in April 2010. During his tenure with Acuity, he has supported and managed several research engagement for investment banking and consulting clients across varied geographies. He is part of the consulting practice for past 5 years, supporting an industry dedicated consulting client. Previously, he has supported various investment banking clients in financial & operational analysis, valuation analysis, investment screening and M&A Analysis. Navneet has worked on diverse industries including TMT, Energy and Power, Oil & gas, Retail, and Metal & Mining.

Prior to Acuity, he has worked with a boutique investment-banking firm, where he was involved in identifying the potential opportunity for the existing clients and creating pitch books. Navneet holds an MBA degree in Finance from New Delhi Institute of Management and a Bachelor’s degree in Commerce from Kurukshetra University, India.

Jalaj Jonker

Delivery Manager, Compliance Analytics

Jalaj heads the Compliance Analytics team, with experience in anti-money laundering, customer due diligence, and market abuse prevention. He has worked in the areas of compliance, trading surveillance, and financial crime and information security and risk analytics. He holds a Bachelor of Engineering (Hons.) degree in Electronics and Communication.

Pankaj Jha

Delivery Lead, Compliance

Pankaj Jha has 9 years of experience in compliance and has been associated with Acuity Knowledge Partners for 7 months. His expertise spans across the risk and compliance sector, focusing on compliance reviews of marketing/advertising materials, AML and Email Surveillance. At Acuity Knowledge Partners he is part of the central compliance team and specializing in marketing material review. Pankaj is a graduate in B.Com (Hons) from Delhi University

Avinash Singh

Delivery Manager, Consulting

Avinash Singh is a Delivery Manager within Consulting practice at Acuity Knowledge Partners, and has about 10 years of experience in Private equity and financial services domains. He currently assists on a diverse set of financial and business research projects including target & buyer screening, company valuation, financial statement analysis, debt covenant analysis, trading & transaction comparable, portfolio performance analysis and due diligence, among others

Prior to his role at Acuity Knowledge Partners, Avinash worked at a KPO, where his responsibilities largely included supporting investment banks and managing clients and other research engagements. Avinash holds an MBA degree in Finance from Karnataka State University, India and Bachelor's degree in Computer Science from Jiwaji University, India.

Sunny Mehta

Assistant Director, Consulting

Sunny Mehta started his career with Acuity Knowledge Partners in 2007. During his tenure with Acuity, he has supported and managed several research engagements for consulting, private equity and investment banking clients across varied geographies.

Sunny has been part of the Consulting practice for the past 5 years. His current role involves providing support to consulting clients on a wide array of strategic and business research areas including competitive benchmarking, market opportunity assessment, M&A analysis and strategic evaluation of an investment opportunity. Sunny holds an MBA degree in Finance from New Delhi Institute of Management, besides a Bachelor’s degree in Commerce from Delhi University, India.

Chetan Anand

Assistant Director, Consulting

Chetan Anand has over eight years of experience in diverse areas, such as consulting research, private equity, and investment research. His expertise spans across several research themes including financial and operational analysis, business strategy, valuation analysis, investment screening, and due diligence studies, among others. At Acuity Knowledge partners, he is a part of Consulting practice, supporting a research engagement for a consulting client.

Prior to Acuity, he worked with a start-up firm, where he was involved in identifying and exploring various investment and financing opportunities for the company. Chetan holds a Bachelor’s degree from Indian Institute of Technology, Roorkee, India.

Jeetendra Prakash

Assistant Director, Investment Research

Jeetendra Prakash has over 10 years of work experience in investment research, with a focus on oil and gas and real estate. He currently supports a large European asset manager. The process involves research on potential acquisitions of real estate assets and also supports a distressed debt fund. In addition, he is also actively involved in training and quality control of deliverables. He holds an MBA and a bachelor’s degree in Commerce.

Ganesh Hebbar

Delivery Lead, Compliance

Ganesh Hebbar has over 9 years of experience in compliance, having worked for various firms including Goldman Sachs and Societe Generale. His expertise spans across the risk and compliance sector, focusing on know your customer (KYC) and risk management. Ganesh has done his MBA from Ramaiah Institute of Technology Bangalore.

Ritika Sharma

Senior Associate, Commercial Lending

Ritika Sharma has over a decade of experience in credit analysis. Her area of expertise is analysing financial statements of new and existing corporate borrowers to determine their financial strength and creditworthiness in line with bank’s risk policy. Currently, she supports the commercial underwriting team of a US-based bank, focusing on gathering, analysing and evaluating risk exposure data through appropriate risk documentation. She holds an MBA in Finance from Kurukshetra University.

Vivek Mishra

Senior Associate, Business Research

Vivek has over four years of experience in delivering various market research projects by implementing secondary research, market forecasting, and data skills. He is graduated in Bachelor of Technology in Mechanical Engineering from Anand Engineering College, Agra. At Acuity Knowledge Partners, he works in Mining & Metals industry, with special focus on analyzing 'Coal’ and 'Uranium' as a commodity across the globe.

Khushboo Agarwal

Delivery Lead, Commercial Lending

Khushboo Agarwal is part of the Commercial Lending team at Acuity Knowledge Partners, primarily responsible for conducting credit reviews for a leading US bank. She has over 8 years of work experience. Prior to Acuity, she worked with a leading credit rating agency in India and was engaged in credit risk rating of large companies, including financial projections and compiling outlook summaries. She has also worked in a leading international bank, supporting the Credit Analysis and Hedge Fund Portfolio Monitoring segments. Khushboo is a CFA charterholder and holds a Bachelor of Business Administration from St. Xavier’s College, Kolkata.

Arjun Prasad

Delivery Manager, Investment Research

Arjun has over five years of experience in fixed income research, supporting Europe- and US-based CLO managers by identifying suitable investment opportunities after screening and analysing the credit quality of high-yield European and US issuers. His analysis has helped clients to successfully roll out multiple warehouses. He holds an MBA (Finance) and a Bachelor of Engineering degree.

Aditya Arora

Assistant Director, Specialised Solutions

Aditya has over 9 years of experience in securitisation spreads across modelling, valuation, portfolio management and risk analytics. At Acuity Knowledge Partners, he is responsible for managing and developing our Structured Finance offerings. Aditya started his career as a Fixed Income Analyst and has a proven record of setting up and up-scaling analyst teams, facilitating knowledge transfer from onshore locations and enabling development of tech solutions. He is an alumnus of BlackRock, Deloitte and UBS. He is a CFA Charterholder and also holds a master's degree in Management and a bachelor's degree in Technology from the Indian Institute of Information Technology and Management.

Amit Mehndiratta

Delivery Lead, Survey Programming

Amit Mehndiratta is the Delivery Lead in Survey Programming practice with overall experience of 10 years. He has been a part of this organization for last 2.5 years now. He has worked in various domains of market research like Quality Assurance, Client services, Project management, Research and development etc. Amit has previously worked with Toluna India Pvt Ltd and Knowledge Excel Services

Dhruv Gupta

Associate, IB MAP

Dhruv Gupta has over +3 years of experience in Investment Banking and Consulting industry. At Acuity, he is a part of the Investment Banking team with special focus on Technology, Media and Telecom sector. He has prior experience working with KPMG and holds a PGDM in finance from Birla Institute of Technology Management. Dhruv is a CFA level 1 certified professional.”

Abhishek Bhatia

Assistant Director

Abhishek is an Asst. Director with Acuity Knowledge Partners and has over 15 years of experience across multiple service lines, including market research, consulting and data analytics. He is an expert in market research and played a pivotal role in setting up different market research services in Acuity. He is leading multiple client engagements and an expert at setting up and fine-tuning processes, maintaining control over quality and timeliness of projects.

He joined Acuity in 2006 and his key focus areas include multiple accounts management, client relationship, providing oversight to the team's day-to-day operations, team staffing as well as training and development. He has extensive experience of working across multiple service lines and an expert at transitioning and implementing processes.

Apart from managing execution teams and client relationships, his responsibilities include scoping, monitoring and escalation management, resource mentoring and planning, trouble shooting and business development.

Abhishek has previously worked with Hewitt Associates and Annik Technologies (now Capgemini)

Devduni Wijesekara

Delivery Manager , Commercial Lending

Devduni Wijesekara is a Delivery Manager in the Commercial Lending team. She has 7 years of banking experience, including corporate credit exposure. Devduni holds a Bachelor of Business Administration from the University of Pune and an MBA from the University of Colombo. She also holds banking and finance-related diplomas from the Institute of Bankers of Sri Lanka.

Usman Ahmad

Chief Data Scientist

Usman is the Chief Data Scientist at Acuity, responsible for AI/ML strategy and implementation for key client relationships. He joined Acuity in 2018 and has over 10 years of experience in delivering analytical and risk management solutions to global capital markets participants using state-of-the-art platforms. Prior to joining Acuity, Usman worked at Lloyds Bank, Goldman Sachs and UBS in front-office and middle-office functions. He holds a Master’s degree in Mathematics and Computer Science from Imperial College London

Deepak Stephen

Head of Data Science Operations

Deepak is the Head of Data Science Operations at Acuity, responsible for overall practice governance, business development and talent management. He has been with the firm for 9 years and has 16 years of experience in delivering cross-functional research and analytics outcomes to global buy-side and sell-side firms. Prior to joining Acuity in 2011, he worked at Genpact, RR Donnelley and Sharekhan (BNP Paribas) in their capital markets businesses. He holds an MBA in Finance from EMPI Business School, New Delhi

Ankit Agrawal

Delivery lead, Investment research

Ankit Agrawal has 7 years of experience in fixed income credit research, with a focus on banks and sovereigns. In his time at Acuity, Ankit has worked with three of largest buy sides firms based in Europe and US by helping them make investment decision by preparing detailed credit reviews – including writing opinionated investment notes and building detailed financial models. Currently, he is supporting a UK-based asset manager engaged in sustainable investing and provides opinionated ESG driven credit research notes. Ankit holds a Master of Business Administration (Finance) and Bachelor of Business Administration (Finance).

Sharmi Basu

Delivery Lead, Investment Research

Sharmi Basu is a management post-graduate with over 6 years of work experience in fixed income research with a focus on Telecom, Automobile and Retail sectors. Over the course of this time, she has worked for three European asset manager and one US based hedge fund manager, helping them make investment decision by preparing detailed credit reviews – including detailed forecast based FIC models with opinionated investment notes on corporates. Currently, she is working for a UK-based asset manager engaged in sustainable investing and provides opinionated ESG driven credit research notes. Sharmi holds a Master of Business Administration (Finance) and a Master of Science (Business).

Tyra De Silva

Analyst, Specialised Solutions

Tyra De Silva is part of the Specialised Solutions team at Acuity Knowledge Partners. She supports a benchmark index provider by conducting research on emerging market bond liquidity. She also contributes to various ad-hoc tasks varying from investment research to in-house python projects. She has prior experience in developing economic analyses, financial advising and M&A. Tyra graduated cum laude from The University of Tampa with a degree in Economics and a minor in Finance.

Sriram Kovil

Associate Director, Specialised Solutions

Sriram Kovil leads the Mathematical Modelling sub-group under the Specialised Solutions practice at Acuity Knowledge Partners. He primarily works with banks and asset managers, providing support for derivatives pricing/valuation, model research/enhancements, financial market risk analysis, model risk management and model validation. He has over 11 years of experience across service lines, including risk analytics, model validation, data analytics, statistical modelling and software development. Sriram holds a master’s degree in Operations Research from Columbia University, with a specialisation in Financial Engineering

Shashank Sharma

Associate, Business Research

Shashank Sharma has over two years of experience in delivering various market research projects by implementing secondary research, market forecasting, and data skills. He holds Master of Business Administration in Oil & Gas Management from University of Petroleum & Energy Studies (UPES). He is graduated in Bachelor of Technology in Mechanical Engineering from AKTU, Lucknow. At Acuity Knowledge Partners, he works in Mining & Metals industry, with special focus on analyzing ‘Nickel’ as a commodity across the globe.

Jitendra Verma

Delivery Lead, Data Analytics

Jitendra Verma has over a decade of experience in market research; at Acuity, his role is versatile ranging from data management to reporting, but primary focus is in marketing analytics engagement. His expertise includes many verticals like Banking, Pharma, Retail, Telecom and IT primarily in predicting consumers’ psychology and brand behavior. He holds bachelor degree in engineering, IT.

Raghu Patale

Delivery Manager, PEC BR

Raghu Patale is a delivery manager in life science & health care practice. He has 10 years of experience in healthcare research as competitive intelligence and strategy consultant. He offers scientific, clinical and commercial insights on pharmaceutical and healthcare requests.

Previous to this, Raghu was Group Manager leading Pharma Practice at Evalueserve. He holds a Master's degree in Pharmaceutical sciences from NIPER

Sonia Gurung

Associate, Business Research

Sonia Gurung has over two years of work experience in secondary research, market forecast, report writing, company profiling and data analysis. She holds a Master of Business Administration in Finance & Analytics from DIT University and Bachelor of Science in CBZ from D.B.S College Dehradun. At Acuity Knowledge Partners, she works in Mining & Metals industry, with special focus on analyzing 'iron ore' as a commodity across the globe.

Pooja Golait

Associate, Equity Research P&T Team

Pooja Golait started her career with Acuity Knowledge Partners in 2018. She currently works with P&T Team. She holds a Post Graduate in Business Management with a specialization in Finance from Christ University, Bangalore. She also holds a bachelor’s degree in Engineering (Computer Science) from NMIMS University, Mumbai.

Sanjiv Singh

Assistant Director

Sanjiv Singh has over 12 years of experience in compliance, having worked for various firms including J.P. Morgan and AXA . His expertise spans across the Investment compliance and Change Management. At Acuity Knowledge Partners he is responsible for management support of Investment Compliance Services. Sanjiv has done his MBA from IIPM Pune.

Vandana Ahuja

Delivery Manager

Vandana Ahuja is part of the Private Equity and Consulting team in Acuity Knowledge Partners, Gurgaon. She has over 9 years of experience in Business research and consulting.

She has diverse experience of working with top consulting companies across various industries and geographies. She has managed and executed various consulting projects involving competitor analysis, industry studies, company profiling, survey analysis and strategic recommendations, trend analysis, verbatim and sentiment analysis. She has managed various consulting clients.

She holds a degree in Master of Business Administration (M.B.A) with specialization in Finance and Bachelor of Arts (B.A) in Economics.

The author gratefully acknowledges the valuable contributions from Chhavi Sharma, Pallavi Chatterjee, Dushyant Sharma and Swathi Jayan.

Faahika Fakir

Assistant Director, Fund Marketing Services

Faahika Fakir has 8 years of work experience. At Acuity, she heads delivery of several client accounts. She specialises in digital marketing sectors such as marketing automation, content management, and web analytics, and in account management, client engagement and project management of mid-size to large teams that provide end-to-end support to global asset managers on a variety of digital marketing activities.She holds a Bachelors in Computing and is a qualified Project Management Professional.

Ashok Navaneethan

Delivery Lead , Commercial Lending

Ashok is part of the Commercial Lending team at Acuity Knowledge Partners. He has over two years of onshore experience in lending, together with experience in finance and accounting. Previously, he was a credit analyst at a local commercial bank. He holds a BABM degree from the Cardiff Metropolitan University and is an Associate Member of CIMA (UK).

Shekhar Mishra

Delivery Manager, Data Analytics

“Shekhar has over 10 years of experience in market research. He is leading multiple client engagements across market research value chain. He is also actively involved in innovation and data analytics endeavors. Prior to Acuity Knowledge Partners he worked at WNS Global Services. Shekhar holds a bachelor’s degree in Information Technology.”

Nishith Sen

Delivery Manager, Commercial Lending

Nishith Sen has 10 years of work experience. He initially supported Acuity’s Investment Banking vertical, and then moved to Commercial Lending (4 years). He has been part of the RECM team for the past 2 years. Prior to Acuity, he was with Cognizant Technology Solutions for more than a year.

Anithavani Devaraj

Delivery Lead, Commercial Lending

Anithavani Devaraj has been part of Acuity Knowledge Partners’ RECM team since 2015. Prior to this, she spent 4 years at Accenture Credit Services. She has 9 years of experience in commercial real estate cash flow modelling, valuation analysis, lease abstraction, loan origination and detailed loan underwriting.

Aman Singh

Senior Associate, Business Research

Aman Singh, in his current role at Acuity Knowledge Partners supports a global consulting firm by providing qualitative research support. Prior to this, he worked for a consulting firm and was responsible for conducting strategic research for Upstream clients. He holds an Engineering degree in Oil and Gas Upstream operations from University of Petroleum & Energy Studies (class of 2017)

Pranaypushp Shrivastava

Delivery Lead, FMS

Pranay is a fund marketing professional with over six years of experience in the capital markets services industry. At Acuity Knowledge Partners, he supervises functional teams supporting RFP/RFI/DDQ and consultant database processes at the keystroke level, and is engaged in implementing efficiency improvements and mentoring. Prior to this, he worked in S&P Global Market Intelligence’s research division, analysing real-time market data on ownership of globally listed companies. Pranay holds a Bachelor of Commerce from Gujarat University, India, and a Master of Business Administration with a specialisation in Finance from Christ University, India.

Megha Rathi

Delivery Lead, FMS

Megha has over eight years of experience in regulatory/client reporting, commentary writing and RFP writing. At Acuity Knowledge Partners, she supports fund marketing services for the asset management industry. She holds a Master of Business Administration and a Master of Commerce from Pune University.

Charanjit Singh

Head of ESG Research

Charanjit Singh joined Acuity Knowledge Partners in October 2019 as the head of ESG Research. He has more than 20 years of experience in investment research and advisory, with a focus on ESG, climate change and clean energy. Previously, he was a Senior ESG Strategist with HSBC and the co-head of its India Onshore Research Centre. During his tenure of over 11 years at the bank, Charanjit was instrumental in building and leading three sector teams for the bank’s global research business in India.

Charanjit has been rated in the Asia Money survey amongst the top five analysts in India/ Asia during 2012-15, for his sector coverage. He has been voted in the EXTEL survey during 2010-14 and in 2017 for Climate Change and SRI research. A research report co-authored by Charanjit received the first-runner up prize at the FARSIGHT Awards from London Accord in 2012. Charanjit is also a recipient of Chevening Fellowship from the British Government. He has also been a consultant on assignments funded by DFID, CIDA, and the World Bank.

Archana Shankar

Associate, Compliance

Archana has 4+ years of experience in Investment compliance, having worked with WNS Global services before joining Acuity Knowledge Partners. Her interest lies in the field of Investment mandate monitoring. She completed her MBA in Financial Management from Christ University.

Prachurjya Bharaly

Assistant Director, Investment Banking

Prachurjya has over 13 years of experience in investment banking with Acuity Knowledge Partners. At Acuity, he has led sector and product-specialist pilot teams in Metals & Mining, Real Estate, Debt Capital Markets (DCM) and Rating Advisory. Within DCM and Rating Advisory, he has been instrumental in helping the clients achieve over 30% in annual savings on both regular and adhoc tasks through standardization of the outputs and deployment of our proprietary BEAT tools. Prachurjya holds a Post Graduate Diploma in Business Management and a Bachelor’s degree in Chemical Engineering.

Mohak Mantri

Associate Director, Commercial Lending

Mohak is part of the Commercial Lending Projects and Transition team at Acuity Knowledge Partners. He has over 13 years of experience in banking operations in consumer and wholesale lending portfolios across small businesses, middle markets and syndicated and large corporates. Mohak also has expertise in loan operations consulting and operations, and risk-based control testing and monitoring. He holds an MBA in International Business Strategy from the Indian Institute of Foreign Trade (IIFT), Delhi.

Pankaj Bukalsaria

Associate Director

Pankaj has over fifteen years of experience in investment banking. He oversees multiple client engagements on front office research and analytics support across Corporate Finance / M&A, Capital markets, Restructuring and Debt advisory. He has significant experience in working on Oil & Gas, Metals & Mining, Fintech and FIG sectors. A significant aspect of his work involves white boarding client requirements, proposing solutions and onboarding and managing client relationships. Prior to Acuity, he worked with UBS IB offshore team in India, where he led the set up and transition of Global Energy team for UBS and subsequently went on to lead the Media & Telecom team. A father to two lovely kids, Pankaj is an avid reader and enjoys watching movies in his spare time. He holds an MBA from IMT, Ghaziabad and is a Bachelor of Commerce from the Delhi University.

Rajeev Sinha

Assistant Director, Fund Marketing Services, Acuity Knowledge Partners

Rajeev Sinha is part of the Fund Marketing Services practice at Acuity Knowledge Partners. In this role, he is primarily responsible for the management and oversight of dedicated RFP and DDQ teams that work with leading global asset management firms. Rajeev has over 10 years of sales-enablement experience. Prior to joining Acuity, he worked in various roles at J.P. Morgan, including those of a proposal writer and knowledge manager. Rajeev has also worked as an account manager for clients’ dedicated RFP teams at Genpact and Copal Amba. He started his career as a research analyst covering the private equity market at RR Donnelley. Rajeev holds a Bachelor of Commerce from Banaras Hindu University, India, and a Master of Business Administration with a specialisation in finance from ICFAI University, India.

Jalaj Jonker

Delivery Manager, Compliance Analytics

Jalaj heads the Compliance Analytics team, with experience in anti-money laundering, customer due diligence, and market abuse prevention. He has worked in the areas of compliance, trading surveillance, and financial crime and information security and risk analytics. He holds a Bachelor of Engineering (Hons.) degree in Electronics and Communication.

Sudhir Shetty

Delivery Manager, Commercial Lending

Sudhir has over 12 years of experience working with leading global organisations in the credit-rating and commercial-lending domains. Currently, he is part of a commercial-lending team that works with a large European bank on covenant validation, financial spreading and the drafting of credit-risk scores and credit reviews. Prior to this, he supported the commercial-lending team of a large UK-based bank and was responsible for communicating with the origination teams, writing annual and interim credit reviews, responding to risk queries and performing post-credit-sanction formalities. Prior to joining Acuity, Sudhir worked for a leading rating company and supported the US public-finance domain, both in his individual capacity and in the capacity of a team lead. Sudhir holds a Master in Commerce from Mumbai University, an MBA (finance) from SIES (Mumbai) and an Accounting Technician degree from ICAI.

Jarmanjeet Singh

Associate Director

Jarmanjeet Singh has over 14 years of experience supporting various investment banking clients at Acuity Knowledge Partners. In his current role, he is responsible for managing mid-market IB and boutique advisory clients. He leads teams that work very closely with the senior bankers on live mandates including debt advisory, capital raising and M&A activities. In his prior role at Acuity Knowledge Partners, he worked with the US based bulge bracket investment bank where he led sector teams of EMEA region. Jarmanjeet holds a Master’s degree in Business Administration in Finance from Symbiosis and a Bachelor’s Degree in Commerce (Hons.) from Delhi University

Sreenath Kesavan

Assistant Director, Investment Research

Sreenath Kesavan is part of the Investment Research team at Acuity Knowledge Partners. He has spent more than six years in his current role covering the U.S. steel industry at Acuity Knowledge Partners and currently supports sell-side clients with research assignments including thematic reports, economic updates, data research, and earnings review. He holds an MBA in Finance from ICFAI University, Dehradun.

Ankush Shaw

Delivery Lead, Investment Research

Ankush Shaw has 8+ years of experience in investment research with a focus on biopharmaceutical services, healthcare information technology, emerging markets, utilities as well as mutual funds and ETFs. Currently, he is working with a US based sell-side research firm, engaged in detailed financial modeling, news flow tracking and writing opinionated investment notes with a focus on equity research. Previously, he has worked with UK based buy-side firms, and a US based sell-side firm, providing actionable investment insights throughout the overall investment research value chain. He specializes in preparing detailed financial models, writing thematic as well as focused investment notes, tracking key news flow and maintaining databases. Ankush holds Masters in Business Administration (Finance) and Bachelor in Commerce (Hons.) (Finance).

Neha Agrawal

Assistant Director

Neha Agrawal has over 13 years of experience in investment banking and consulting. At Acuity Knowledge Partners, she leads various Middle Eastern Investment Banking engagements supporting across Capital Markets, Islamic Finance, Strategy, and proprietary investments. During her tenure with Acuity knowledge partners, has worked with consulting firms, boutique advisory firms and leading investment banks across the US, Middle East and Africa. Previously she worked with Bank of America Merrill Lynch, where she handled various roles across the investment banking division. Neha holds an MBA from ICFAI Business School, Hyderabad and is a Graduate in Science (Hons).

Gopi Krishna

Delivery Lead

Gopi Krishna Tamraparni is a part of Investment Research team at Acuity Knowledge Partners. He has over 8 years of experience in research and currently supports a sell-side research client covering U.S. Oil & Gas sector. Gopi holds Masters in Business Administration (Finance) and Bachelors in Mechanical engineering.

Kumail Jillisger

Associate Director, Head of Financial Crimes Compliance

As Head of Financial Crime Compliance (FCC) vertical, Kumail oversees the engagement management and delivery framework for Due Diligence operations, Transaction Monitoring and AML Analytics. He is also responsible to strengthen the vertical by recommending optimal business solution to clients and technology oversight for FCC vertical. Kumail has 25+ years of prolific experience in KYC/AML operations, back office operations, process migration, business analysis and system implementation, process deliveries and team building. He puts strong focus on identifying risk in a process and believes in leveraging his IT know-how for automating operations.

Madhav Garg

Senior Associate, Investment Banking

Madhav Garg has over 5 years of experience working across various roles in the Investment Banking team. Currently, he supports in the debt capital markets team for a U.S. based investment bank, with a focus on issuance and re-issuance of high-yield debt across various sectors. He is CFA Level 2 cleared and holds a Master’s degree in Business Administration in Finance.

Huan LI

Associate

Huan Li started with Acuity Knowledge Partners since 2016, he focuses on serving consulting clients while also supported private equity and investment banking assignments. He covered different sectors such as consumer, FIGs, Industrials, and TMT, etc. Prior to Acuity Knowledge Partners, he worked at E-house Group, a real estate brokerage and China Minsheng Banking, a commercial bank in China. Huan graduated from Peking University.

Rathnakala Kumaragurunathan

Associate Director, Investment Research

With 12+ years of experience in investment research, Rathnakala currently heads the Training and Knowledge Management function in the Colombo office, responsible for skills development and the in-house continuous education programme. She also oversees 25+ analysts in the Investment Research vertical. She is an active member of the university outreach programme and has been invited a number of times to deliver guest lectures at local universities and professional bodies such as CIMA and ACCA. She invests heavily in junior talent development and takes a systematic approach to building high-performing teams. Rathnakala holds a BSc in Economics and Management from the LSE (UK) and is a respected member of the ACCA (UK), CIMA (UK) and CPA (Australia).

Sharmi Basu

Delivery Lead

Sharmi Basu is a management post-graduate with over 6 years of work experience in fixed income research with a focus on Telecom, Automobile and Retail sectors. Over the course of this time, she has worked for three European asset managers and one US based hedge fund manager, helping them make investment decision by preparing detailed credit reviews – including detailed forecast based FIC models with opinionated investment notes on corporates. Currently, she is working for a UK-based asset manager engaged in sustainable investing and provides opinionated ESG driven credit research notes. Sharmi holds a Master of Business Administration (Finance) and a Master of Science (Business).

Ankit Agrawal

Delivery Lead

Ankit Agrawal has 7 years of experience in fixed income credit research, with a focus on banks and sovereigns. In his time at Acuity, Ankit has worked with three of largest buy sides firms based in Europe and US by helping them make investment decision by preparing detailed credit reviews – including writing opinionated investment notes and building detailed financial models. Currently, he is supporting a UK-based asset manager engaged in sustainable investing and provides opinionated ESG driven credit research notes. Ankit holds a Master of Business Administration (Finance) and Bachelor of Business Administration (Finance).

Ankita Jhawar, CFA

Assistant Director, Portfolio Research, Operations and Risk

Ankita Jhawar has over 8 years of work experience in portfolio research and operations. At Acuity Knowledge Partners, she supports the investment marketing group of one of the largest global asset managers in client reporting activities. Prior to this, she provided support as a buy-side fixed income product specialist for multi-sector fixed income mandates. She is an alumnus of Goldman Sachs and D. E. Shaw & Co. She is also a CFA Charterholder and holds a Master of Business Administration degree in Finance and a Bachelor of Economics degree.

Shankar Shivakumar, CFA

Associate Director, Specialised Solutions

Shankar is responsible for implementing strategic initiatives at Acuity Knowledge Partners’ Specialised Solutions division and also heads data management operations for a large hedge fund. He has over 14 years of experience in private equity, investment banking, investment research and corporate finance. Shankar is a CFA Charterholder and holds a Master of Business Administration degree.

Stevi Joseph

Associate Director, Portfolio Research, Operations and Risk

Stevi heads the Portfolio Research, Operations and Risk practice at Acuity Knowledge Partners. He has over 12 years of experience in the investment management industry across portfolio analytics, manager research, investment reporting and data management. He has extensive experience in building bespoke tools for asset managers for their analytics and reporting purposes. Stevi holds a Master of Science degree in Physics.

Ye Ji

Associate

Ye Ji presently serves as research associate in Acuity investment Beijing research team. She has over 4 years of total work experience with a focus on financial analysis, newsletter & presentation materials making and company comparable & recent transaction comps analysis. Also conduct desk research mainly in Internet, consumer retail, pharmaceutical industries. Previously served as research associate and team leader of an Investment Banking research team, supported a leading global investment bank and responsible for quality check and client communication. Bachelor of Commerce (Accounting and Information system), University of Auckland

Ying Wang

Associate

Ying Wang is an associate of a hedge fund team at Acuity Knowledge Partners, Beijing Office, and has around four years of work experience with a focus on company valuation, financial modelling, industry and market research. Prior to joining Acuity, Ying gained experience in asset management. Ying holds double master degrees - Master in Management and MSc in Corporate Finance & Banking, Grande École Programme, from EDHEC Business School.

Manish Jha

Delivery Lead,Investment Research

Manish Jha is a part of Investment Research team at Acuity Knowledge Partners. He has around seven years of work experience supporting global sell-side clients on Equity Research including building financial models, initiating coverage reports, thematic reports, ad-hoc data research, and earnings review. Manish holds Post Graduate Diploma in Management with specialization in Finance from IIIT, Pune.

Mrutyunjay Panigrahi

Delivery Manager, Investment Banking

Mrutyunjay Panigrahi is part of the Investment Banking division at Acuity Knowledge Partners, attached to the Energy & Natural Resources sector. He has spent more than 11 years at Acuity Knowledge Partners and currently leads a team catering to a leading global investment bank. He holds an MBA in Finance from Utkal University.

Sunil Chippalakatti

Delivery Manager

Sunil Chippalakatti has 13 years of experience in Anti Money Laundering (AML) and KYC due diligence, having previously worked for JPMorgan India and Tata Consultancy Services. His expertise spans across the risk and compliance, focusing on transition, set up and managing KYC and AML/CFT operations. At Acuity Knowledge Partners, he manages two due diligence engagements. Sunil has done MBA from M P Birla Institute of Management, Bangalore

Swati Gera

Senior Associate

Swati Gera has 5.6 years of experience in AML Analytics and KYC due diligence, having previously worked for Infosys. Her expertise are in enabling financial institutions evaluate the transaction monitoring models with the objective of improving the effectiveness of alerts generated. She also has extensive experience in performing risk reviews of at the time of onboarding customers & vendors. Swati has done her B.Tech (Computer Science) from Lingayas University, Faridabad.

Anmol Jain

Analyst, Fund Marketing Services

Anmol Jain is a key member of the Fund Marketing Services division at Acuity Knowledge Partners, Bangalore. He has close to 1.5 years of work experience in the industry, with work related to investment commentary writing and credit analysis. He is a B.Com. (Hons.) graduate from Delhi University and a CFA Level 2 candidate, with keen interest in areas such as portfolio management, attribution commentary writing and investment analysis.

Abhisek Sasmal

Assistant Director

Abhisek Sasmal has over 10 years of work experience in equity and macro research, financial and credit risk modelling. Currently he is supporting the banking coverage of a European sell side specialists in financial services. Prior to that, he supported a European buy side client mainly on the diversified financial sector. Before joining Acuity Knowledge Partners, he used to work with some leading domestic sell side firms in India on diversified sectors.

Priyanka Gupta

Delivery Lead, Private Equity

Priyanka Gupta has 7 years of experience in ESG and market research roles. She has worked extensively in conducting ESG Research in one of the top market research firms in Gurgaon. She is a Certified Research Expert and holds a Master’s degree in Business Administration (Human Resource) and a Bachelor’s degree in Technology (Computer Science)

Aman Chopra

Delivery Manager, Private Equity

Aman Chopra has more than 9 years of experience working on a variety of research and analysis assignments serving multiple divisions of private equity clients including investment research, due diligence, marketing and client relations.

Amit Kumar Mishra

Delivery Manager, Commercial Lending

Amit has over 8 years of experience in leading teams in the Financial Reporting, Investment Research and Consulting, and Commercial Lending domains. His expertise spans SEC reporting, regulatory reporting, credit appraisal, investment research report writing and mutual fund rating.

At Acuity Knowledge Partners, he is part of the Commercial Lending team, focusing on analysing companies in diverse sectors such as oil and gas, commercial and industrial, not-for-profit and business services. Amit holds a Post Graduate Diploma in Financial Management from Ishan Institute of Management & Technology, Greater Noida, and a B.Com from Gorakhpur University.

Vivek Krishna

Assistant Director, Commercial Lending

Vivek has over 13 years of experience in commercial credit underwriting, credit portfolio monitoring and corporate and investment banking. At Acuity Knowledge Partners, he leads a service delivery team managing end-to-end credit portfolio monitoring of C&I and specialised lending portfolio of a large banking client, with earlier stints as Credit Manager (wholesale originations) and Senior Equipment Finance Underwriter. He is experienced in conducting in-depth credit reviews, stressed assets quality reviews and event/regulatory impact analysis. Vivek also holds strong domain knowledge in global healthcare and oil and gas industries. Prior to Acuity, he has worked in financial/credit research roles with firms including Citibank, Guggenheim Partners and ICICI Bank. Vivek is a Certified Associate of Indian Institute of Bankers (CAIIB). He also holds an MBA with specialisation in Corporate Finance and Investment Banking from ITM Business School.

Narayan Somani

Associate Director, Commercial Lending

Narayan has over 12 years of experience in credit analysis covering multiple asset classes, including loans (bilateral and syndicated), fixed income securities and project finance for a diverse clientele comprising corporate and investment banks, commercial banks, asset managers, and hedge funds. At Acuity Knowledge Partners, he leads several delivery teams supporting banks in credit analysis of syndicated and middle-market exposures. Narayan has expertise in loan process consulting and support, end-to-end loan underwriting and credit monitoring, including process transformation. He is well-versed in regulatory requirements in the US and Europe with respect to loan portfolio monitoring. Narayan holds an MBA with specialisation in Finance from ICFAI Business School and B.Com (Hons.) in Accountancy.

Dilinie Gunathilaka

Delivery Manager, Commercial Lending

Dilinie Gunathilaka is a Delivery Manager at Acuity Knowledge Partners’ Commercial Lending team in Colombo. Previously at Acuity, she was an Analyst in equity research and fixed income research. She has over 13 years of experience and holds a MSc in Management (Finance, Special) from the University of Sri Jayewardenepura. She is also an Associate Member of CIMA UK and a CFA Level III candidate.

Narendra Mendru

Delivery Lead, Compliance Operations

Narendra Mendru has 5 years of experience in Trade surveillance. He worked with various firms, including Bank of America and HSBC. In his current role, He is working as delivery lead with Acuity knowledge partners and supports clients as SME in trade surveillance. He holds MBA degree, specialized in finance from MATS Institute of Management, Bangalore.

Kumail Jillisger

Associate Director, Head of Financial Crimes Compliance

As Head of Financial Crime Compliance (FCC) vertical, Kumail oversees the engagement management and delivery framework for Due Diligence operations, Transaction Monitoring and AML Analytics. He is also responsible to strengthen the vertical by recommending optimal business solution to clients and technology oversight for FCC vertical. Kumail has 25+ years of prolific experience in KYC/AML operations, back office operations, process migration, business analysis and system implementation, process deliveries and team building. He puts strong focus on identifying risk in a process and believes in leveraging his IT know-how for automating operations.

Isha Vyas

Delivery Lead, Investment Research

Isha Vyas is a management post-graduate with over 5 years of work experience in investment research. She has experience in building and updating FIC models and is also well-versed in writing opinionated investment notes on corporates and banks. Currently, she is working for a private banking division of a large Switzerland-based bank and provides opinionated credit research notes (initiation and maintenance) and issuer rating recommendations on corporates and banks. Isha holds a Master of Business Administration (Finance) and is a Chartered Accountant and Company Secretary.

Pratik Bhagat

Delivery Lead, Investment Research

Pratik is a management post-graduate with over 5 years of work experience in Fixed Income Research. He has experience in initiation and maintenance of FIC models, handling credit return and spread, writing opinionated investment notes, and understanding of various statistical algorithms. Currently, he is working for a private banking division of a large Switzerland-based bank and provides opinionated credit research notes and issuer rating recommendations on corporates and Sovereign. Pratik holds a Master of Business Administration (Finance), Post Graduate Certificate in Business Analytics & Business Intelligence (Machine Learning) and Bachelor in Technology (Petroleum).

Ankur Jain

Delivery Manager

Ankur Jain is a Delivery Manager in Acuity Knowledge Partners with over 5.5 years of experience in equity research and strategy for the US and global markets. He is an expert in macro level analysis. Ankur is also well-versed in analyzing financial data and using various data source tools. Ankur has also worked extensively on M&A-related analysis for his client. Ankur Jain is a CFA Level 3 Candidate and holds an MBA in Finance.

Monali Samaddar

Associate, Quantitative Services

Monali Samaddar is an Associate in Acuity Knowledge Partners with over 3 years of experience in economic research. She is experienced in delivering research insights and event-related commentaries on ASEAN 5 economies and other key global developments. Monali is adept at handling research requests and maintaining large databases. Monali Samaddar holds a Masters in Economics.

Avinash Kumar

Delivery Manager Investment Research

Avinash Kumar has over 7 years of experience in Equity research roles. He has worked extensively in conducting fundamental and technical research for listed companies in emerging markets. Avinash extensively covered Media and Telecom companies across Asia region and has been actively assisting Buy side clients with equity research roles. Avinash is a CFA and MBA in Finance.

Arjun Prasad

Delivery Lead, Investment Research

Arjun Prasad has over 5 years of experience in fixed income research. He has experience in supporting European and US based CLO managers by identifying suitable constituents through screening and analyzing credit quality of high yield European and US issuers. His analysis has assisted his clients to successfully roll off multiple warehouses. He holds MBA (Finance) and Bachelor of Engineering.

Shawaf Ali Baig

Associate, Compliance

Shawaf Ali Baig has overall 2.5 years of experience in the financial services industry. Prior to joining Acuity Knowledge Partners, he has worked for State Street Global Advisors as an analyst and his expertise spans across Compliance, Policy monitoring and Personal Account dealing. At Acuity he is a part of the Central compliance team and is responsible for monitoring Corporate Compliance and trading compliance for a client. He has completed Bachelors in Commerce from Jain University, Bengaluru

Rohit Tyagi

Deliver Manager, Strategic Research and Consulting

Rohit is aligned with Acuity's, Strategy Research and Consulting team with an experience of over 10 (ten) years in managing and executing projects in different sectors including Energy, Infrastructure and Power etc.

Rohit has a diverse experience of working with stakeholders across the value chain including project developers, regulators, policy makers, financial institutes, investment agencies etc. with focus on strategy and operations, new investments, deal advisory, suggesting market entry strategies, business plans, process transformations, operation strategy, pitch documents, implementation support etc. for diverse players in Asia, Africa and Europe.

Prior to joining Acuity, Rohit has worked for one of the big-4 consulting firm and other boutique management consulting firms.

Rohit holds a Masters in Business Administration (M.B.A) with specialization in Energy from University of Petroleum and Energy Studies (U.P.E.S) and a Bachelors in Engineering (B.E) from M.D.U, India

Longaijing Ning

Associate, CCP PE-MSPEA

Longaijing Ning is an associate of PE team at Acuity Knowledge Partners, Beijing Office. She is experienced in conducting industry and company research on both qualitative and quantitative basis. Prior to joining Acuity Knowledge Partners, Longaijing gained experience in buy-side research. Longaijing holds a Bachelor’s degree in economics from Peking University, and a Master’s degree in investment research from University of London.

Ashwin Jose

Senior Associate, Investment Research

Ashwin has about 6 years of experience in buy side/sell side equity research and is currently working on the transportation sector at Acuity. He holds an MBA in Finance and is a commerce graduate.”

Gunjan Upadhyay

Delivery Lead

Gunjan Upadhyay has over 9 years of experience in market and business research domain. She works as Consumer Products & Retail market subject matter expert. Gunjan has been actively assisting leading Private Equity firms and Consumer team of Management Consulting client. Gunjan holds an MBA in Finance and a Master’s degree in Economics.

Preeti Rai

Senior Associate, Compliance Operations

Preeti Rai has overall 4 years of experience in compliance & banking operations, having worked for various firms including State Street Global Advisors and Northern Trust her expertise spans across Compliance, Policy monitoring and Risk surveillance . At Acuity she is responsible for monitoring Code of Ethics for a client. Preeti has completed her Masters in Commerce from Christ University, Bengaluru

Dipender Thapa

Assistant Director, Commercial Lending

Dipender Thapa has 12 years of experience in investment research and commercial lending. In his 8+ years at Acuity Knowledge Partners, he has managed several credit research and commercial lending teams. He is an expert in the financial institutions group (FIG) sector – covering banks, insurance companies, funds, and sovereigns – and has conducted analyst training sessions at Acuity Knowledge Partners’ Bangalore and Colombo delivery centers.

He has set up two new commercial lending accounts in the past three years. He currently oversees a commercial lending analyst team supporting one of the largest investment banks in Europe in managing its FIG loan portfolio.

Keerthivarman Balasubramaniam

Assistant Director, Commercial Lending

Keerthivarman holds a Masters in Business Administration in Finance and Marketing. Has over 10 years of professional experience covering the US commercial real estate sector, with more than six years in Acuity Knowledge Partners. Before joining Acuity Knowledge Partners’ Kipling team, Keerthi has worked with BlackRock and Accenture. Keerthi has been part of the Kipling RECM team since its inception. Is currently associated with the RECM team as Business Analyst, working directly with the client on technical support related to on-going business requirements.

Harsha Modha

Delivery Manager, Investment Research

Harsha Modha has nine years of experience in equity research. As a delivery manager at Acuity, she supports a client with research on the automotive and transportation industry. Her responsibilities include quality assurance, workflow management and maintaining the client relationship. Prior to joining Acuity, she worked at Guggenheim Transparent Value, Mumbai. She holds an MBA from ICFAI Business School (IBS), Mumbai.

Tong Chen

Senior Associate, IB

Tong Chen has associated with Acuity's for around 4 years supporting US-based investment banks’ Asia Pacific division. Currently the team leader of one IBD team, duties including financial analysis, company profile, industry research, IPO and bond issuance materials preparation, peers benchmarking, etc. Bachelor of Statistics from Southwestern University of Finance and Economics, and Master of Finance from Hult International Business School (San Francisco Campus)

Zahin Mohammed

Associate, FMS

Zahin Mohammed has over 4+ years of experience in the financial services industry. His expertise areas include investment banking, writing market commentaries, attribution reports and client reporting. In his current role at Acuity Knowledge Partners, he provides support in fund marketing services for the asset management industry. Zahin holds an MBA in Finance from Vellore Institute of Technology.

Achini Udugama

Delivery Lead, Commercial Lending

Achini is Delivery Lead at Acuity Knowledge Partners’ commercial lending team in the Colombo Office. She has over 6 years of onshore experience in corporate lending. Prior to this, she was part of the corporate banking team for a local bank in Sri Lanka. She has a Master of Economics and a Bachelor of Business Administration from the University of Colombo, Sri Lanka.

Sandani Fernando

Associate, FMS

Sandani Fernando is currently part of the Fund Marketing Services (FMS) team at Acuity Knowledge Partners. She supports and contributes to digital marketing strategies for clients, handles marketing collateral projects for finance-related content and periodically updates and maintains digital marketing assets. She has over two years of experience in content management, marketing production, finance and capital markets. Sandani holds a degree in business management and finance. She is a CIMA passed finalist and is currently preparing for her master’s degree in Business Administration.

Shamila Deen

Delivery Manager, Commercial Lending

Shamila Deen has over 12 years of banking experience in corporate lending. Prior to joining Acuity Knowledge Partners, she supported the local arm of a leading international bank; an Islamic bank in Doha, Qatar; and a local commercial bank in Colombo, Sri Lanka. She holds a BBA from Northwood University of Michigan, USA, and an Advanced Diploma in Management Accounting from CIMA, UK.

Supuni Dharmasena

Analyst, Commercial Lending

Supuni Dharmasena is an analyst with over a year of work experience in supporting the Commercial Lending team at Acuity Knowledge Partners. Her responsibilities involve writing credit reports, covenant monitoring and risk rating.

She is a CIMA Passed Finalist and a CFA Level I candidate.

Manish Mohan Raj

Delivery Manager, Forensic Compliance

Manish is the delivery manager and subject matter expert for the forensic compliance practice. He has over 8 years of experience in the financial services industry. Prior to joining Acuity Knowledge Partners he worked as an associate with Goldman Sachs - GSAM Compliance. He was part of the global forensics team and was part of the marketing and portfolio management compliance team. Manish was also part of the controls management team for the asset & wealth management team at JP Morgan and was part of the HSBC KYC remediation team for multiple lines of business.

Mahima Sahney

Delivery Lead, Compliance

Mahima Sahney has over 9+ years of experience in compliance and Investment banking having worked for firms including Ameriprise Financial. Her expertise spans across compliance and risk sector, focusing on compliance reviews of Electronic Communication. At Acuity Knowledge Partners she is part of the central compliance team and specializes in Electronic Communication review. Mahima is a post graduate (Masters of commerce) and hold a degree from Bundelkhand University Jhansi.

Gaurav Sharma

Delivery Manager,Private Equity and Consulting

Gaurav Sharma has over 11 years of experience across various leading research firm. He works as an Oil & Gas (O&G) subject matter expert based out of India. Gaurav has worked closely with strategy teams of O&G supermajors and Oil Field Service companies, as well as with energy team of one of the leading management consulting firm. He is an MBA from University of Petroleum and Energy Studies and also holds a BE degree in Mechanical.

Yashas Gilganchi

Senior Associate, Investment Research

Yashas has about 5 years of experience in investment research and capital markets. In his 6+ months experience in Acuity Knowledge Partners, he has been working on the real estate sector as a Senior Associate. He is proficient in financial modelling, understanding and interpreting debt issuance term sheets, assessing changes in capital structure and its impact on cost of capital and understanding evolution of capital under Solvency II regulations. Yashas holds a Post Graduate Diploma in Management (Majors in Corporate Finance and minors in Macroeconomics).

Khushboo Periwal

Senior Associate, Investment Research

Khushboo has over 2 years of experience in equity research on various sectors. She has recently joined Acuity Knowledge Partners and is working in Real Estate sector as Senior Associate. As an equity research analyst she has worked in US and Australian markets and is proficient in modelling, forecasting and valuation. Khushboo holds a Post Graduate Diploma in Management (Finance) and a Bachelor’s Degree in Engineering (Information Technology).

Archana Anumula

Assistant Director, Quantitative Services

Archana Anumula has more than 12 years of experience in economic research. She is proficient in writing country-specific economic reports and short notes on macroeconomic releases and in building and maintaining large databases, among others. She has been with Acuity Knowledge Partners since 2011, and currently manages the Economics Research Support team that carries out sell-side research for a global investment banking firm. She is adept in managing accounts, teams, and pilot projects. Prior to joining Acuity Knowledge Partners, Archana was at the Research division at UBS ISC (Cognizant) and Infosys BPM.

Archana Anumula holds a Bachelor of Commerce and Master of Economics from Bangalore University, India.

Ankita Mohanty

Associate, Business Research, Consulting Practice

Ankita Mohanty has over four years of experience in secondary research, database management, report writing, company profiling and data analysis. At Acuity, she works for a client in the mining and metals industry, with special focus on analyzing ‘iron ore’ as a commodity across CIS countries, Middle East and China. Prior to Acuity, she worked with Universal Data Solution, SNP Infra Research and Infoedge India Ltd. Ankita is a B. Tech from Biju Patnaik University.

Abhishek Modi

Delivery Manager, Investment Research

Abhishek Modi is a CFA charter holder with 6 years of experience in equity research. Currently, is a Delivery Manager at Acuity Knowledge Partners and is proficient in semiconductor industry where responsibilities include supervise all the deliverables closely including quality assurance, workflow management and client relationship and provide the technical know-how to team in case of any support.

Paramjit Ahluwalia

Delivery Manager, Investment Banking

Paramjit has over 12 years of experience in the investment banking domain. He has been with Acuity Knowledge Partners since 2012, actively assisting boutique and leading investment banks with company profiles, pitchbooks, financial models, capital structure analysis, precedent transactions and comparable analysis, operational and financial benchmarking, case studies, and other ad hoc projects. He also has extensive experience in supporting multiple industry teams, including consumer discretionary, telecom, pharmaceutical, mining, oil and gas, and agriculture, across geographies.

Paramjit holds an MBA from Symbiosis International University, Pune.

Hiral Rupani

Delivery Lead, Commercial Lending

Hiral Rupani has 8 years of experience in commercial lending, credit recovery and NAV reconciliations. In her 3+years of experience at Acuity Knowledge Partners, she has worked with one of the largest UK based banks. She is an expert in the UK and the US Private Equity Sector and has core competency in building the borrowing base from scratch –that helps the credit risk team evaluate investors’ credit worthiness. She has also worked on many new-to-bank and ad hoc cases helping the origination team build and maintain solid relationship with clients.

Ruochen Shen

Analyst, CPB

Ruochen Shen is an Analyst of IB team at Acuity Knowledge Partners, Beijing office. She is proficient in conducting industry and company research on both qualitative and quantitative basis. Prior to joining Acuity Knowledge Partners, Ruochen worked in commercial banking industry and was responsible for Intermediary Business Management. Ruochen holds a BSc in Economics from Tianjin University of Science and Technology, China, a MSc in Finance from Renmin University of China, and a MSc in Applied Economics from University of Bath, UK.

Pramod Padhy

Delivery Manager, CCP

Pramod Padhy joined Acuity Knowledge Partners in 2015 and is a part of the company’s Private Equity and Consulting Division. His current role involves managing a fund-of-funds/alternative investment client and providing research support to a solar energy fund. He is primarily responsible to supervise all the deliverables closely including quality assurance, workflow management and client relationship and provide the technical know-how to team in case of any support. Overall, Pramod has over a decade experience in working on financial research and consulting projects that includes experience in writing various reports and case studies at industry/company level and preparing commentaries on asset classes including equity, fixed income, commodity etc. In his previous roles, he also gained exposure to pitch book, financial spreading, trading and transaction comps and other syndicated research. Pramod holds a PGEM from IMT Ghaziabad, Bachelors in Law and CFA L1 Candidate.

Zhen Zhao

Delivery Manager, IB

Zhen Zhao has 7 years of experience, with over 5 years associated with Acuity Knowledge Partners supporting US-based investment banks’ Asia Pacific division. He is currently responsible for overseeing two IBD teams, new staff training, team coaching, client communication, workflow monitoring, trouble shooting, work quality check and more. Zhen is a bachelor of accounting and master of applied finance from university of Adelaide, Australia.

Rajarshi Maulik

Delivery Manager, Commercial Lending

Rajarshi Maulik has 13 years of experience in commercial lending, investment banking and equity research. In his 6+ years at Acuity Knowledge Partners, he has worked with some of the largest investments banks in Europe. He is an expert in the UK housing sector and part of the commercial lending team at Bangalore delivery center.

Avinash Saxena

Delivery Manager, Consulting Practice

Avinash Saxena has over 8 years of work experience in consulting, market research, and project management. Prior to Acuity Knowledge Partners, he has worked with Capgemini, Infosys, and Persistent Systems. His expertise areas include business & operational strategy, emerging technologies, innovation for financial services sector - particularly banking, payments, and FinTechs. He has also authored several though leadership pieces such as World Retail Banking Reports and World FinTech Reports. Currently, he is working as a strategic consultant for one of the leading global financial solutions provider firm. Avinash has done MBA from NMIMS Mumbai and B.Tech. from VNIT Nagpur.

Sajid Kachhi

Delivery Manager, Compliance

Sajid Kachhi has over 12+ years of experience in compliance, having worked for various firms including HSBC and Goldman Sachs. His expertise spans across the risk and compliance sector, focusing on portfolio compliance. Sajid has done his graduation in Business Management from Bengaluru University.

Venkatesh Krishnamurthy

Assistant Director, Commercial Lending

Venkatesh Krishnamurthy has over 14 years of experience in Commercial Real Estate (CRE). He currently co-leads CRE client engagement based out of US and is actively involved in client management, training and quality control of deliverables. He holds a MBA (Finance) and a bachelor’s degree in Commerce.

Rajeev Hota

Assistant Director, Commercial Lending

Rajeev Kumar Hota has over 14 years of experience in Commercial Real Estate (CRE) Underwriting. He currently leads CRE client engagement based out of US and is actively involved in client management, training and quality control of deliverables. He also represents himself as a Subject Matter Expert (SME) in CRE at various client meetings and conferences. He holds an MBA (Finance) and a bachelor’s degree in Commerce.

Tianyang Li

Consulting Analyst

Tianyang Li is Consulting Analyst at Acuity Knowledge Partners Beijing office. He is experienced in conducting consulting analysis of high-tech industries, including Fintech, New materials, and Biomedicine, covering macro trends, industry situations, and company research. Prior to joining Acuity Knowledge Partners, Tianyang worked in the Commercial Bank industry and has experience as an intern in Public Fund. He has strong research and risk expertise with multi-language, analytical, and operational capabilities. Tianyang holds a Bachelor of English Literature from Beijing Foreign Studies University, China, and a Master of Business Management from Hong Kong Polytechnic University.

Ruwani Kapuge

Assistant Director, Investment Research

Ruwani Kapuge has over 14 years of work experience in strategic planning and investment research. Currently works in the Fixed Income and Credit Research team, supporting a European sell-side client. Holds a Bachelor in Business Administration (Finance) and Master in Business Administration, and is a CIMA (UK) associate member.

Anitha Revanna

Sr. Associate, Compliance Operations

Anitha has 6+ years of experience in Marketing Compliance. She has previously worked with State Street Global Advisors. Her expertise spans across compliance and risk sector, focusing on compliance reviews of marketing/advertising materials and social media contents. At Acuity Knowledge Partners she is part of the central compliance team and specializes in marketing material review and social media reviews. Anitha is an MBA graduate from RV Institute of Management, Bangalore University.

Wilfred Peter

Delivery Manager, Compliance Operations

Wilfred Peter has over 11+ years of experience in compliance and Investment banking having worked for firms including State Street Global Advisors and HSBC. His expertise spans across compliance and risk sector, focusing on compliance reviews of marketing/advertising materials and social media contents. At Acuity Knowledge Partners he is part of the central compliance team and specializes in marketing material review and social media reviews. Wilfred is a graduate (Bachelors of commerce) and hold a degree from St Joseph’s College of Commerce Bengaluru.

Sachith Vijayaraghavan

Senior Associate, Compliance Operations

Sachith Vijayaraghavan has 7 years of experience in compliance and has completed 5 years with Acuity Knowledge Partners. His expertise spans across the risk and compliance sector, focusing on compliance reviews of marketing/advertising materials and Email Surveillance. At Acuity Knowledge Partners he is part of the central compliance team and specializing in marketing material review. Sachith is an MBA from Bharathiyar University.

Jingrong Ma

Analyst, SPDP/BR-BMK

Jingrong Ma is a part of Consulting Research team at Acuity Knowledge Partners, Beijing Branch. She is proficient in consulting analysis of emerging industries such as Pharmaceutical, Banking, and Automotive covering macro trend, industry situation and company research. Prior to Acuity Knowledge Partners, Jingrong worked in commercial banking industry and served with multinational Global 300 clients. Her work combines strong research and analytical expertise with multi-language, analytical, and operational capabilities. Jingrong holds a BSc in Economics with Accountancy from University of East Anglia, UK, and a MSc in Economics and Finance from University of Bath, UK.

Chayanika Perera

Delivery Lead, Quants

Chayanika has over 10 years of experience in equity valuation, financial modeling, and industry research. She is currently supporting a leading Europe-based multinational banking and financial services corporation in analyzing macroeconomic environment for fund performance. Chayanika is an Associate Member of CIMA UK and is currently reading for a Masters in Financial Economics from University of Colombo.

Shekhar Mishra

Delivery Manager, Data Analytics

Shekhar has over 10 years of experience in market research. He is leading multiple client engagements across market research value chain. He is also actively involved in innovation and data analytics endeavors. Prior to Acuity Knowledge Partners he worked at WNS Global Services. Shekhar holds a bachelor’s degree in Information Technology

Aradhna Chaudhry

Delivery Lead, Acuity Knowledge Partners

A Level II CFA candidate, Aradhna Chaudhry is a member of the Investment Research team at Acuity Knowledge Partners. She has nearly five years of work experience and currently supports buy-side clients on financial models, recommendation reports, earnings reports, and thematic notes. Aradhna also holds a Bachelor in Science (Chemistry) degree from St. Stephen’s College, Delhi.

Mitalee Jain

Analyst, Fund Marketing Services

Mitalee Jain has experience in the consultant database space. At Acuity Knowledge Partners, she supports fund marketing services for the asset management industry. She holds a Master of Science in Finance from IESEG School of Management, Paris, and a Bachelor of Commerce from Jain University, Bangalore .

Varad Sharma

Delivery Lead, Investment Research

Varad Sharma is a part of Investment Research team at Acuity Knowledge Partners. He has around four years of work experience and currently supports sell-side clients with research assignments including thematic reports, economic updates, data research, and earnings review. Varad holds Post Graduate Diploma in Management with specialization in Finance from Institute of Management Technology, Hyderabad and Bachelor in Engineering (Mechanical) from University of Pune.

Swati Gera

Senior Associate

Swati Gera has 5 years of experience in Anti Money Laundering(AML) Analytics and Compliance reporting, having previously worked for Infosys. Her expertise spans across the risk and compliance sector, focusing on AML and know your customer (KYC). At Acuity Knowledge Partners she is responsible for KYC/AML support to Compliance Services. Swati has done her engineering from Lingayas University, Faridabad.

Xiaoyu Zhang

Analyst, Consulting Practice

Xiaoyu Zhang is Consulting Analyst serving Beijing office of Acuity Knowledge Partners. She is proficient in consulting analysis of retail, consumer goods and TMT industries covering macro trend, industry situation and company research. Her work is highly recognized by clients for high quality production and solid experience in manipulating a considerable amount of databases. She has outstanding interdisciplinary ability with a Bachelor of Arts (World History) of Peking University, China and a Master of Science (Marketing) of University of Manchester, UK.

Avinash Kumar

Associate Director, Investment Research

Avinash Kumar has over 11 years of work experience in investment research. He currently leads multiple client engagements and is actively involved in training, quality control of deliverables, and client discussions. He is also a part of Projects and Transitions team and is responsible for handling various fixed income pilots and projects. He holds an MBA (Finance) and a bachelor’s degree in Business Administration.

Jeetendra Prakash

Assistant Director, Investment Research

Jeetendra Prakash has over 9 years of experience in investment research with a focus on corporates and banks. He currently supports a large European buy-side client. The work involves building REIT models, NPL analysis, fair market value reports and theme-based research. He holds an MBA (Finance) and a bachelor of commerce.

Srinidhii Sreeram

Analyst

Srinidhii is an Analyst at Acuity Knowledge Partners Fund Marketing Services (FMS) division. She works for a US-based client and provides support on various marketing materials, including competitive snapshots, commentaries, and pitch books. She is a CFA level III candidate and holds a Bachelor’s Degree in Commerce (Honours) from the University of Madras.

Vishnu Menon

Analyst

Vishnu is currently an Analyst in the Fund Marketing Services (FMS) division. His areas of expertise include financial markets and International relations and geopolitics. Vishnu holds a Master’s Degree in International Finance and Economics from the University of Glasgow, United Kingdom.

Aiswarya Unnithan

Senior Associate

Aiswarya has over four years of total work experience in the financial services industry. She is part of the Fund Marketing Services (FMS) division at Acuity Knowledge Partners, providing support in writing market commentaries, letter to shareholders reports, attribution reports, and updating marketing material. Prior to joining Acuity Knowledge Partners, she was Portfolio Control Analyst in the asset management division of a US firm. She is a Level III candidate of the CFA program and holds a Bachelor of Commerce (Finance).

Anisha Shangari

Senior Associate, Compliance Ops

Anisha Shangari has 5 years of experience in compliance/anti-fraud, having previously worked for American Express. Her expertise spans across the risk and compliance sector, focusing on know your customer (KYC) and fraud management. At Acuity Knowledge Partners she is responsible for KYC/AML support to Compliance Services. Anisha has done her Masters in Mathematics from University Of Delhi.

Vinod Kavali

Delivery Manager, Compliance Operations

Vinod Kavali has over 10+ years of experience in compliance, having worked for various firms including Dell and Goldman Sachs. His expertise spans across the risk and compliance sector, focusing on know your customer (KYC) and risk management. Vinod has done his graduation in Commerce from University of Madras.

Swati Gera

Senior Associate, CMPLNC_ANA

Swati Gera has 5 years of experience in Anti Money Laundering(AML) Analytics and Compliance reporting, having previously worked for Infosys. Her expertise spans across the risk and compliance sector, focusing on AML and know your customer (KYC). At Acuity Knowledge Partners she is responsible for KYC/AML support to Compliance Services. Swati has done her engineering from Lingayas University, Faridabad.

Manjunath Pola

Delivery Manager, KYC

Manjunath Pola has over 10+ years of experience in compliance, having worked for various firms including Thomson Reuters and Deutsche Bank . His expertise spans across the risk and compliance sector, focusing on know your customer (KYC) and risk management. Manjunath has done his MBA in Finance and Marketing from Bangalore University

Raghavendran Vijendran

Assistant Director Quantitative Services

An MBA graduate with 14 years of experience in Index Operations, Data management, Client Servicing, and Portfolio Analytics. Has been with MA Knowledge Services for the past 9 years, supporting a global benchmark index provider in portfolio analytical and client service group engagements. Previously, worked with Fidelity and Reuters.

Mrutyunjay Panigrahi

Delivery Manager, Investment Banking

Mrutyunjay Panigrahi is part of the Investment Banking division at Acuity Knowledge Partners, attached to the Energy & Natural Resources sector. He has spent more than 10 years at Acuity Knowledge Partners and currently leads a team catering to a leading global investment bank. He holds an MBA in Finance from Utkal University.

Suren Weerasekera

Delivery Manager, Commercial Lending

Suren currently supervises an engagement for a leading Europe-based multinational banking and financial services corporation in covenant monitoring and credit rating process. Previously worked as an offshore analyst for a leading US-based multinational financial services firm and provided support in equity valuation, financial analysis, and financial modeling.

Suren holds a Bachelor of Business Studies (Accounting and Finance) from Massey University, New Zealand. He is also an ACCA UK member.

Ying Ye

Compliance and Consulting Analyst

Ying Ye is Compliance and Consulting Analyst, responsible for executing new pilots for the compliance business in our Acuity Knowledge Partners Beijing office. She has solid experience serving on the front line, cooperating with the global compliance team and contributing to several cross-border compliance projects. Prior to compliance, Ying supported clients in the consulting industry. Her work combines strong research and risk expertise with multi-language, analytical, and operational capabilities. Ying holds a Bachelor of Arts from Sun Yat-sen University, China, and a Master of Arts from King’s College London, UK.

Sujatha Shetty

Delivery Lead, Investment Banking

Sujatha Shetty has over 9 years of experience in the financial reporting, market risks, and mergers and acquisitions (M&A) domains. Prior to Acuity Knowledge Partners, she worked with J.P.Morgan and Deutsche Bank in the fund accounting and investment banking divisions, respectively. At Acuity Knowledge Partners, she is Delivery Lead, responsible for providing support to a US-based mid-market investment banking client in M&A research and analysis. She has completed Level II of the CFA examination and holds a Bachelor of Business Management.

Deshitha Amarasinghe

Delivery Lead, Commercial Lending

Deshitha is a Delivery Lead at Acuity Knowledge Partners Commercial Lending team in the Colombo office. He has over 3 years of experience at Acuity Knowledge Partners. Earlier, he supported a sell-side investment bank by carrying out rating assessments, creating pitch books (involving issuer/sovereign analysis of credit profiles, among other factors), and performing other fixed income-related tasks. He holds a Bachelor of Science degree in Economics and Finance from University of London, UK.

Jayraj Gohil

Delivery Lead, Compliance Operations

Jayraj Gohil has over 8 years of experience in compliance, having worked for various firms including State Street Global Advisors and Goldman Sachs. His expertise spans across the risk and compliance sector, focusing on compliance reviews of marketing/advertising materials. At Acuity Knowledge Partners he is part of the central compliance team and specializing in marketing material review. Jayraj is an MBA from Global Academy of Technology, Bengaluru (VTU).

Shenuk Alles

Senior Associate

Shenuk is part of Fund Marketing Services (FMS) at Acuity Knowledge Partners, where he focuses on the implementation of various digital marketing strategies for clients. He has over 12 years of experience in digital marketing and publishing, content management, business analysis, and client services. Additionally, he has experience in the application and execution of W3C standards, web design and applications, and web accessibility guidelines. Prior to joining Acuity Knowledge Partners, he was Web Production Officer at a leading international bank. Shenuk holds a Bachelor of Science (Business Information Systems and Management) and a Certificate in Telecommunication.

Naveen Katakam

Delivery Manager, Fund Marketing Services

Naveen Katakam, CFA, has over 11 years of experience in commentary writing, RFP creation/writing, and regulatory/client reporting. At Acuity Knowledge Partners, he supports fund marketing services for the asset management industry. He holds a Master in Business Administration from Bangalore University.

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