Mandeep Rai

Experience

1. Investment Analyst

   Weiss Ratings

   Jan 2014 — Present

   Valued assets based on comparables, free cash flow, and residual income models to uncover investment opportunitiesResearched and rated blockchain ICO’s and cryptocurrencies through whitepapers, opensource data and company materials Analyzed industry and firm specific capital structure to help derive discount rates considering asset and market factorsCreated, back tested and optimized trading strategies using quantitative and fundamental factorsUsed solvency, growth, valuation, volatility and risk adjusted return metrics on both absolute and relative basis to create namesake quantitative equity, ETF, cryptocurrency, and mutual fund Weiss Ratings modelsInitiated, maintained and rebalanced stock and bond positions for company equity, bond, commodity and real estate portfoliosConducted scenario analysis of economic and market events using historic data and simulations for actionable insightsValidated portfolio manager’s selections, evaluated exiting constituents and new recommendations in portfolio context Created indexes and benchmarks to assess risk and return metrics, performance attribution and variances Tools Used: Excel, CapitalIQ, Clarifi, Bloomberg, MySQL, SNL, Morningstar, FactSet, FundManager, WordPress, Visio

Education

• University at Albany

  BA, Economics

  1997 — 2001

• Florida Atlantic University

  Equity Analyst Program, School of Business

• University of Florida - Warrington College of Business

  MBA, Finance

  2008 — 2010

Skills

• Valuation
• Due Diligence
• Securities
• Derivatives
• Alternative Investments
• Equity Research
• Trading Systems
• Financial Services
• Financial Risk
• Bloomberg
• Capital Markets
• Equities
• Analysis
• Fixed Income
• Portfolio Management
• Trading
• Equity Trading
• Investments
• Financial Modeling