Currently working as Senior Manager Credit Research in BA Continuum India (a non bank sub. of Bank of America). Possess around 9 years of experience in Financial Research including Fixed Income, Equity and M&A. Present roles involve working with extended team in the U.S. (Senior Analyst - Directors & MDs) in all facets of corporate bond/cds business including buy/sell recommendation to buy-side investor base. The role also involves training and mentoring of Junior Analysts in India along with preparation of various management presentations used by Internal senior management team of BA Continuum.

1. Sugeet Sarda sugeet.sarda@gmail.com/+91.876.767.5544
ACADEMIC CREDENTIALS
MBA, Finance, Indian Institute Of Finance, Delhi
CFA
2005-2007
C.F.A (U.S) Level 1 Cleared
B.com. Marketing, Symbiosis College , Pune University
July 2011
2002-2005
PROFILE SUMMARY
PROFESSIONAL EXPERIENCE
BA Continuum India, Mumbai (A non bank sub. of Bank of America Merrill Lynch) Aug’10-till date
Senior Manager Investment Grade and High Yield Credit Research
Sectors Focussed: U.S. REITs, Insurance, Consumer & Retail in IG & Restaurants and Services in HY
 Part of a team responsible for coverage of Investment Grade and High Yield Bonds corporates.
 Performs fundamental, relative value and industry analysis on credits in coverage.
 Keeping a track for various industry/sector metrics like occupancy, vacancy, leasing spreads etc in various subsectors like
Apartment, Office, Warehouse, Retail & Healthcare in REITs coverage.
 Building/Updating credit models including peer analysis, relative value analysis and calculations of key credit metrics.
 Prepare earnings summaries/flash notes highlighting the key highlights and evaluating the impact on the portfolio companies.
 Independently presents on company and industry specific events and its effect on corporate bonds and CDS spreads.
 Preparing credit updates/tear sheets based on bottom-up fundamental analysis for the covered and focused credits
 Part of conf. call on credit rating discussions by various rating agencies Moody’s, S&P and Fitch on covered credits.
 Works on all facets of corporate bond/cds business including making buy/sell recommendations to buy-side investor base.
 Responsible for reporting various compliance and operating metrics to other business partners within BA Continuum.
 Attended various Global Real Estate Conferences organized by Bank of America Merrill Lynch in New York and facilitated
one to one meetings of buy side investor base with management of company’s under coverage.
Databases: Bloomberg, SNL, Streetevents, REIS, CreditPortal & Moodys
Achievements  My Contribution was acknowledged by the Senior Analyst (Director) of Credit Research for the team’s consistent
top ranking in Institutional Investor Survey
 Awarded four times in last 6 years as best consistent performing analyst.
 Highly appreciated for doing the analysis and coming out with list of IG REITs that can raise capital in debt capital
markets by both team in U.S. and in India
Crisil Global Research & Analytics, Chennai (A global research arm of Crisil Ltd)
Oct’08-Aug’10
Research Analyst (Equity Research)
Worked with a leading investment banking Senior analyst (Director) in the equity research space, covering Euro Capital Goods. Worked
on initiating the coverage of Electrical & Mechanical Engineering companies. Key deliverables:
 Analysis of European Capital Goods sector and writing reports on corporate events and outlook.
 Conceptualized and built end to end exhaustive DCF valuation models that were used to arrive at target price of a company.
 Worked independently on financial models and earnings review report during quarterly and annual results.
 Single handedly worked on building & launching Global Capital Goods End Market Database & European Capital Goods
Valuation toolkit as a weekly product which lead to direct revenue generation for the client.
 Worked independently on initiation coverage report including economy, sector and company analysis along with coming to a
target price of a company using DCF and relative valuation techniques.
 Training and Mentoring of Junior Analyst in the team till the time they start handling projects independently.
Databases: Bloomberg, Reuters, DataStream.
Currently working as Senior Manager Credit Research in BA Continuum India (a non bank sub. of Bank of America). Possess around 9
years of experience in Financial Research including Fixed Income, Equity and M&A. Present roles involve working with extended team
in the U.S. (Senior Analyst - Directors & MDs) in all facets of corporate bond/cds business including buy/sell recommendation to buy-
side investor base. The role also involves training and mentoring of Junior Analysts in India along with preparation of various
management presentations used by Internal senior management team of BA Continuum.

2. Lazard LLC- Investment Banking unit at Evalueserve.com pvt ltd , Delhi
Business Analyst – Investment Banking
Apr’07-Sep’08
 Live Deals: Worked on buy-side advisory pitch books that include detailed industry research, extensive company
research and strategy fit analysis.
 Research for fairness opinion on live deals: Worked on trading comparables and precedent transactions analysis (including
premium analysis) for live M&A deal support across sectors both in Indian and global markets.
 Multiple adhoc requests: LBOs, M&A Timeline, Private Equity Profiles and Strategic Analysis, Spin off analysis of Health care
Company’s, IPO analysis, Share holder analysis, Purchase Price Allocation Study, Restricted Stock Study Analysis.
Database: Bloomberg, Factset, ThomsonReuters , Factive, Capital IQ, Thomson One Banker.
Other Achievements & Hobbies & Interest
 Won First prize in Imaginary product launch in a Symbiosis product launch event.
 Won Third price in advertisement campaign in Symbiosis Marketing exhibition.
Hobbies & Interest: Listening music, playing sports, reading
DECLERATION
I hereby confirm that all of the above information is true to the best of my knowledge.
Sugeet Sarda