Harsh Saxena

About Harsh Saxena

Experienced Sr Associate with expertise in Research, Financial Analysis/modeling, portfolio management, Risk Management and trading-Prior experience of working for 2 major financial services firms(Morgan Stanley & Citigroup) in 2 vastly diverse departments -MBA in Finance from Pace University, NY-Aspirations in Financial analytics, Risk Management and Investment/portfolio management-Bachelors degree in Electronics and Telecommunication EngineeringSpecialties:+Financial Analysis and Modeling+Market Research and trading for several asset classes+Risk Analysis & Management+Strong Analytical and problem solving skills handling huge data sets+Strong command in MS Office (Excel, Word, PowerPoint and other add-in softwares)+Knowledge of Bloomberg and QuickBooks

Experience

1. Senior Portfolio Analyst, Credit Risk

   SMBC Group

   Jun 2022 — Present · NY, US

   Develop analytical views on both internal portfolio and credit market trends to be incorporated in senior management presentations and regulatory reporting• Engage with data management and reporting team to obtain relevant portfolio reports, identify key trends and synthesize such data to develop a cohesive assessment of the credit portfolio and prepare presentations to convey contextual significance for both senior management presentations and regulatory reporting• Assess developments in the credit portfolio with respect to risk guidelines, framework, or limits as appropriate• Interact with Business Units to help support, enhance, and adjust risk control measures, credit underwriting standards, and maintain ongoing communications with business units and credit approval functions to effectively guide businesses within such controls and authorities• Create presentations which analyze trends and developments, and highlight key points in an readily understandable manner• Synthesize data and credit matters and develop contextual content for presentations to senior management and regulators• Enhance data management / data governance processes to improve efficiency and accuracy of portfolio reporting processes

Education

• University of Mumbai

  Bachelors in Engineering, Electronics and telecommunication

  2002 — 2006

• Pace University - Lubin School of Business

  MBA, Finance

  2007 — 2009

• Pace University

  MBA, Finance and Investments

  2007 — 2009

Skills

• Equity Trading
• Performance Attribution
• Etfs
• Word
• Financial Analysis
• Bloomberg
• Hedge Funds
• Valuation
• Financial Modeling
• Microsoft Office
• Finance
• Investments
• Equities
• Analysis
• Derivatives
• Microsoft Word
• Investment Banking
• Trading
• Portfolio Management
• Management
• Financial Services
• Asset Management
• Capital Markets
• Wealth Management
• Fixed Income
• Securities
• Financial Markets
• Bloomberg Terminal
• Equity Valuation
• Dcf
• Multiples
• Comparable Analysis
• Wacc
• Cost of Capital
• Roe
• Economic Value Added