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DIP ROY
321 West 54th St Apt - 613 ● New York, NY 10019 ● 301-938-2798 (Cell) ● roy_dip@hotmail.com
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EXPERIENCE KPMG, LLP NEW YORK, NY
Manager – Competitive and Market Research & Analytics Group April 08-Present
• Provide competitive and peer group analysis of clients and targets by industry using Hoover’s and Capital IQ;
Research current trends and problems within a specific industry to see what opportunities may exist
• Execute client segmentation by looking at client opportunities within the marketplace and create client lists
using Capital IQ, Audit Analytics and Hoover’s based on various criteria
• Provide market share, penetration, fee benchmark analysis, and generate monthly and quarterly market
intelligence reports to support the partners and senior management across all industries, regions, and areas
• Generate monthly reports of revenue by client, services, industry, segment and region using Business Objects,
Access, and Excel
• Provide client profitability analysis to assist marketing leadership with improving and redefining the firmwide
marketing strategy and processes across cross functional teams and channels
• Provide business development and assist in budgeting & developing the firm wide strategic business plans
across all major markets and by industry; Identify areas of growth and opportunity
• Assist the firm wide risk management group in developing reports to monitor the client risk to the firm
• Work closely with other marketing team members to develop and enhance existing Market Programs/
Applications and provide insightful analysis and recommendations to marketing leadership and Partners
• Manage the project implementation and the production workflow of multiple projects which are heavily data
driven and determine the appropriate research resources and staffing for a project
• Work proactively with the CRM/Interactions team in gathering and maintaining client contact and lead
partner data to generate various touch points reports
• Work proactively with the Knowledge Management and Marketing Communications teams in the
development of strategic marketing programs
JP MORGAN CHASE ASSET MANAGEMENT NEW YORK, NY
Associate – Deposit Products Group Dec 07-April 08
• Generated various adhoc, daily, weekly and monthly reports to support the business growth agenda stipulated
by senior management using Excel, Access, and Business Objects
• Worked proactively with the finance and controller team to ensure data reconciliation and integrity
• Refreshed and loaded on a monthly basis, deposit products data, transaction data, and relationship data
• Developed, improved, and streamlined processes to ensure consistency and validity of all financial reporting
• Prepared clear and well-organized documentation of all reporting with sufficient detail to support the
comprehension and replication of the analysis
• Normalized and cleaned client data by mapping and converting source data from internal data warehouses
into an acceptable format; incorporated into Access tables data from files of various formats
MORGAN STANLEY NEW YORK, NY
Associate – Product and Market Intelligence Team (MSIM) Aug 04-Dec 07
• Provided marketplace analysis, competitive analysis, and client segmentation to support the US
Institutional Sales teams, Investment teams, Client Research team, and Consultant Relations team
• Provided performance reporting of all MSIM traditional and alternative products and mutual funds
• Provided competitive and ad-hoc analysis on competitor rankings of performance in specific products, fee
schedules, and risk stats for MSIM semi-finals and finals presentations using various market applications,
such as eVestments, Callan, Zephyr, Lipper, Morningstar Direct, and PerTrac
• Executed client segmentation by looking at client and product opportunities within the marketplace and
created client lists using Money Market Directories and Nelson’s Marketplace Insight
• Worked proactively with the product development team to bring products to market
• Worked proactively with the institutional sales channel heads to develop the strategic business plan
• Responsible for vendor management of all external/online market applications and consultant databases
• Assisted the Marketing Communications team in developing marketing campaigns to target clients
Financial Analyst – Firmwide Marketing Group
• Led, managed, and streamlined the monthly firm wide revenue reporting and balance of trade reporting for
marketing databases (MDB) by receiving and reconciling the data from the financial controllers of all the
business units; MDB consisted of 250MM-$300MM worth of various market and client analytics data
• Generated adhoc reports of revenue, industry ranking & classifications, market share, and other key client
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analytics data as needed by the internal business using Excel, Access, and Business Objects
• Led the touch points/interaction initiative to support the Activity Based Cost (ABC) model by the equity
research to determine appropriate compensation for research analysts
• Provided marketplace analysis by identifying client opportunities for the various products used by Morgan
Stanley Investment Management (MSIM) Group
• Developed and executed quality assurance procedures to ensure data integrity, quality, and accuracy of all the
data in the MDB, and diplomatically worked with financial controllers if there were any data issues
• Managed offshore team of 10 in Mumbai and Pune India in the implementation and development of specific,
new business requirements and market analytic applications stipulated by senior management
• Developed robust documentation material of the MDB and any market analytic applications for providing
training to Marketing Analysts in NYC and Mumbai
THE LAB CONSULTING JERSEY CITY, NJ
Management/Operations Consultant Jan 04–Aug 04
• Analyzed business requirements, engineered process flow diagrams and developed organizational charts
using MS Visio
• Monitored the daily activities and operations of Equity Traders and Equity Research Analysts
EDUCATION Columbia University New York, NY
M.S. Industrial Engineering: December 2003 GPA: 3.50/4.00
Rensselaer Polytechnic Institute Troy, NY
B.S. Electrical Engineering: May 2002 GPA: 3.70/4.00
Minor: Social Psychology
LEADERSHIP Tau Beta Pi - General Engineering Honor Society ● Eta Kappa Nu - Electrical & Computer Systems Engineering
ACTIVITES Honors Society (Vice President) ● Sigma Alpha Epsilon Fraternity (Assistant Treasurer) ● Wall Street
Volunteers ● Fluent in Bengali