LakshmiNarasimha Swamy Chanda CA MSFM
Associate @ Goldman Sachs
About
With over 9years of experience in accounting and finance, I am a passionate and driven portfolio manager at the University of Miami Student Managed Investment Fund. I have a strong background in equity research, financial modeling, auditing, and due diligence, and I hold the Chartered Accountant (CA) designation and in the process of CPA certification(1/4). My mission is to apply my skills and knowledge to generate superior returns for the fund, while also learning from and contributing to the diverse and collaborative team of students and faculty. As a portfolio manager, I am responsible for evaluating potential investment targets, conducting thorough analysis and due diligence, and presenting my findings and recommendations to the investment committee. I also use Investran, a leading software for fund management, to monitor and report on the fund's performance and portfolio composition. Additionally, I am an investment analyst at the Cane Angel Network, where I support the network's investment activities in early-stage ventures. I leverage my skills in fund management and stock research to identify and assess promising opportunities, and prepare investment memos and presentations for the network's members.
United States
Dallas
Venture Capital & Private Equity
Year-End Accounting, Final Accounts, Separate Accounts, Account Administration, Investment Selection, Security Analysis (Securities), Portfolio Management, Fund Management, Investment Management, Investment Banking, DCF Valuation, Equity Research, Stock Research, Business Analysis, Fund Accounting, Fund Administration, NAV, Financial Analysis, Private Equity, Investran
Experience
Associate
Goldman Sachs
Dallas, Texas, United States
Portfolio Manager
University of Miami Student Managed Investment Fund
Miami, Florida, United States
Managed a portfolio at University of Miami Student Managed Investment Fund, resulting in a $79,000 appreciation in NVIDIA stock within three months with bonus share issue of 10:1, achieving exceptional growth for the stock.
Equity Research Analyst
University of Miami Student Managed Investment Fund
Miami, Florida, United States
- Pitched Eqix stock, the fund should buy based on research conducted.we suggested it is a strong buy with a price of $831.18. and eventually fund invested $70,000 on Eqix based on our research valuation report. it appreciated $12,000.00 in four months. - Evaluated potential investment targets by analyzing business models and growth potential - Conduct due diligence process of applicants including assessing the team's capabilities, market fit, and competitive positioning of target companies - Utilize financial models, auditing, market research, and data rooms to assess the viability and growth potential of companies - Prepare investment memos and presentations for the investment committee, summarizing key findings and recommendations Did the stock research on own to find out stock which is performing better in the market,Complete DCF and comparable companies valuations , setting a price target and a buy, sell, or hold decision for the respective stock • Collaborate with team members on stock screening, collecting data, and preparing/ delivering stock pitches • Enrollment occurs through a competitive selection process; Total AUM of ~$1.5MM Generate a research report on EQIX stock by analyzing available data from Bloomberg Terminals - Investigated fundamental market analysis and valuations of global energy sector companies. • Reviewed regulatory changes, earning calls, and financial statements to manage efficient investment strategies, and varying the asset allocation of the fund's portfolio.
Investment Analyst
Cane Angel Network | University of Miami |
Miami, Florida, United States
- Evaluate potential investment targets by analyzing business models and growth potential - Conduct due diligence process of applicants including assessing the team's capabilities, market fit, and competitive positioning of target companies - Utilize financial models, auditing, market research, and data rooms to assess the viability and growth potential of companies - Prepare investment memos and presentations for the investment committee, summarizing key findings and recommendations
Assistant fund controller
The Citco Group Limited
Pune, Maharashtra, India
Senior Associate
PwC Acceleration Center India
Bengaluru, Karnataka, India
Advance Audit Analyst
CohnReznick
Chennai Area, India
Audit of US companies financial statements.
Senior Accounting and Finance analyst
Eswar &co
Hyderabad Area, India
Audit & Assurancetax and Direct & Indirect taxes
Education
University of Miami Herbert Business School
Financial Mathematics
Working on stock valuations and fund analysis
The Institute of Chartered Accountants of India
Indira Gandhi National Open University
American Institute of Certified Public Accountants (AICPA)
Accounting and Finance
LakshmiNarasimha Swamy Chanda CA MSFM's Contact Information
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