Durga Nand Jha

Leading buy-side and sell-side M&A advisory mandates for mid-market and large corporate clients across the UAE and GCC, with $250M+ in cumulative transaction value. • Originate and execute M&A mandates end-to-end – conducting target screening, investment thesis development, financial modelling (DCF, LBO, comparable companies), and deal structuring across consumer, healthcare, and financial services sectors. • Identified $50M+ in synergy potential and operational efficiencies across portfolio of active transactions. • Manage full due diligence workstreams (financial, commercial, operational), coordinating legal, tax, and commercial advisors through to closing. • Translate macroeconomic and sector research into investable deal theses for financial sponsors, sovereign entities, and corporate clients. • Prepare and present pitch books, Information Memorandums, and valuation analyses to C-level stakeholders and Investment Committees. • Ensure KYC/AML and governance compliance across all advisory engagements.

Directed investment strategy and portfolio management for $100M+ in multi-asset AUM across mutual funds, private equity, structured investments, and proprietary capital. • Managed end-to-end investment lifecycle – origination, due diligence, portfolio construction, monitoring, and investor reporting – across equity, fixed income, private credit, and real estate strategies. • Achieved annual returns outperforming market benchmarks by ~4% through disciplined strategic and tactical asset allocation. • Launched 3 new investment verticals and expanded AUM by $50M over 3 years through new client acquisition and portfolio growth. • Built client risk profiling frameworks and matched portfolio construction to individual suitability requirements, investment horizons, and return objectives. • Led investor reporting and board presentations – covering portfolio performance, financial forecasting, and strategic direction for institutional and HNW clients. • Mentored and developed junior investment team members, elevating analytical capability and model quality across the team.

Conducting an end-to-end product valuation of portfolios comprising financial instruments (Fixed income, FX Forward, FX Swap, IRS, CCS, Securitizations, and other complex instruments) using Bloomberg, Super derivatives, Thompson Reuters, and other internal valuation tools. Identifying product economics, and market updates to discuss and comment on the key observation with the on-shore team and the client through report management commentary.

Delivered performance analytics and investment reporting for $6B+ in institutional fund assets across equity, fixed income, and alternative investment strategies. • Produced monthly, quarterly, and annual performance reports, fact sheets, and executive summaries for mutual funds and hedge funds — covering alpha, beta, M², tracking error, and return attribution. • Evaluated fund manager performance and identified top-performing managers aligned to market conditions and investment mandates. • Built financial dashboards and investor reporting tools providing board-level insights for portfolio reviews and audit requirements.

Daily reconciliation of income and expenses (i.e., Dividend, Interest, and Principle) related to the mutual funds and hedge funds to compute the daily NAV of the funds. In-hand research on data vendors like Bloomberg and Thompson Reuters to settle the differences arising on custodian accounts vis-à-vis broker accounts. Meeting the reporting and product delivery target with minimal deviations to streamline the project delivery on daily basis.

Analysis and execution of derivative strategies using the HFT platform on several exchanges. Exhaustive analysis of profitable trading strategies considering the available scenarios in the market. Identifying the market opportunities and implementation of trading strategy and monitoring of strategy.