Vishal Jalan

• Authored detailed market commentaries, providing clients with insightful analysis and perspectives on global economic trends, asset performance and market dynamics to support informed investment decisions • Prepared high-quality pitchbooks and performance decks for a diverse range of investment products and strategies, effectively communicating complex financial concepts and potential investment opportunities to prospective clients • Conducted in-depth analysis to support asset allocation decisions across various asset classes, including equities, fixed income, commodities, and alternatives • Managed tactical, strategic, income, and absolute return models, ensuring alignment with client objectives and market conditions • Analysed Factor ETFs (Value, Quality, Momentum) and ESG ETF strategies utilizing quantitative models to identify and capitalize on investment opportunities • Performed data analysis on market indices including MSCI, S&P, Russell, and FTSE using Factset and Bloomberg • Crafted and reviewed responses to RFPs and DDQs that integrated attribution analysis and risk assessment data, addressing client-specific queries • Awarded with the Business Excellence Award twice and Quarterly Individual Award for consistently upholding and enhancing high-quality standards

• Prepared and analysed financials and key drivers for Asia Cards business for Business Head reviews • Monitored and analysed weekly performance metrics of Asia Cards Sales for Asia CFO • Identified data patterns & trends, and provided insights to enhance business decision making capability • Tracked the macroeconomic indicators that contribute to the business performance of Citi • Used Tableau, Power BI & Knime to create reports and recommended courses of action to upper management • Built and maintained databases for forecasting for future financial performance • Awarded with Copper Award - Citi Gratitude Program for exceptional performance in role transition

• Conducted a comprehensive comparative analysis of Tata Steel, utilizing ratio and trend analysis to derive actionable insights. • Examined and interpreted historical and current financial statements to assess the company’s financial health and performance trajectory.

• Analyzed data for 2,400+ ETFs across 70 countries, focusing on sector performance, growth rate, and assets under management (AUM). • Designed an interactive Tableau dashboard for data visualization, effectively presenting key insights and trends. • Led collaboration with a 10-member team to evaluate macroeconomic data from five countries, driving deeper market understanding.

• Developed comprehensive market intelligence reports by tracking and analyzing multiple market indicators. • Conducted in-depth equity research on the Telecommunications sector, utilizing both qualitative and quantitative analysis, alongside industry-specific KPIs. • Authored a detailed report on “Best Stocks to Buy” across various sectors, leveraging fundamental and technical analysis to guide investment decisions.

• Created and managed a real-time simulated portfolio on BSE 500 listed companies

• Created Financial Model of 50 Flats Residential Housing Project in Gurgaon using DCF valuation method • Evaluated project using tools such as VAR, IRR, NPV, DSCR, Non-Recourse Debt, Mezzanine Finance

• Worked closely with Director and CEO to develop customer acquisition strategies to obtain maximum sales volume and profitability • Researched and built relationships with 15+ new clients by strategically planning approaches and customized pitches • Developed engaging content across all company social media platforms, increasing brand visibility by 25% • Identified client needs and introduced new product offerings, resulting in a 20% increase in sales • Supported sales representatives in expanding their territory, contributing to a 20% year-over-year sales growth • Awarded by the Director in recognition of exceptional performance, commitment to excellence, and consistent delivery of high-quality work