Subramanian

Advanced Excel Trainer in Chennai

Investment Banking Product Control
Investment Banking
Advanced Excel
Financial Mathematics

Location: Chennai, India
Trainer Since: August, 2018

Trainer profile

Advanced Excel Trainer in Chennai

About Subramanian

Subramanian is a seasoned finance professional passionate about training and expertise in investment banking and other financial topics. Past 5 years, he has been actively conducting training sessions on various subjects, honing his equity, financial operations, and training delivery skills.

His equity knowledge spans both fundamental and technical analysis of stocks and derivatives. He is well-versed in trading strategies, position management, and risk management techniques, ensuring comprehensive insights into the financial markets. Additionally, his expertise extends to portfolio management, empowering individuals to make informed investment decisions.

In financial operations, Subramanian possesses hands-on experience in trade settlements, reconciliations, corporate actions, and custody operations. Moreover, he excels in process automation, streamlining workflows, and enhancing operational efficiency.

As a trainer, Subramanian's proficiency in professional finance education, such as CFA, ACCA, and financial modeling, equips him to impart comprehensive knowledge to aspiring finance professionals. His extensive investment banking background further enhances his trainees' learning experience.

Subramanian is also adept at leveraging computer skills to perform financial data analysis using MS-EXCEL. He is proficient in utilizing pivot tables, macros, and other advanced functionalities to provide valuable insights into financial data, empowering trainees with practical analytical skills.

Subramanian is a Corporate Trainer For

Investment Banking Product Control

Training Since:August, 2019

Investment Banking

Training Since:April, 2019

Advanced Excel

Training Since:August, 2018

Financial Mathematics

Training Since:August, 2018

Work Experience

Academic Trainer and Placement Coordinator
Education · December, 2021 - present
Roles & Responsibilities
- Designing and updating the finance subject's curriculum to ensure it meets the latest industry standards and provides relevant knowledge and skills to students
- Conducting engaging and interactive finance lectures, seminars, and workshops to effectively teach students various concepts and theories related to finance
- Creating assessments and exams to evaluate students' understanding of the subject. Providing constructive feedback to help students improve their performance
- Offering one-on-one support and mentoring to students who need extra assistance or have specific challenges in understanding finance concepts
- Identifying and recommending appropriate learning resources, including textbooks, articles, online materials, and case studies, to enhance students' learning experience
- Building and maintaining strong relationships with finance industry professionals, organizations, and employers to facilitate student placements
- Identifying internship and job opportunities relevant to finance students, coordinating placements, and assisting students in securing these positions
- Providing guidance and support to students in crafting effective resumes and preparing for finance-related interviews to increase their chances of success
Product Control Analyst
Banking, Financial Services and Insurance · October, 2019 - October, 2021
Roles & Responsibilities
- Conducted thorough financial analysis and performance evaluation of trading portfolios, ensuring accuracy and compliance with accounting standards
- Monitored and reported on market and credit risk exposure, identified potential issues, and collaborated with risk management teams to mitigate risks
- Accurately valuated financial products, prepared daily profit and loss (P&L) reports, and generated financial statements for stakeholders
- Ensured adherence to regulatory requirements, accounting principles, and internal control procedures in financial reporting and product valuation
- Identified areas for process optimization, implemented efficiency measures, and actively contributed to the development of best practices within the product control function
Equity Advisor
Banking, Financial Services and Insurance · April, 2018 - November, 2018
Roles & Responsibilities
- Providing personalized investment advice and recommendations to clients based on their financial goals, risk tolerance and market conditions
- Conducting thorough research and analysis of equity markets, individual stocks, and sectors to identify potential investment opportunities
- Building and managing equity portfolios for clients, regularly reviewing and rebalancing them to optimize performance
- Monitoring market trends and assessing potential risks to clients' equity holdings, implementing strategies to minimize risk exposure
- Maintaining regular communication with clients to update them on portfolio performance, market insights, and any necessary adjustments to their investment strategies
Personal Banker
Banking, Financial Services and Insurance · December, 2018 - March, 2019
Roles & Responsibilities
- Build and maintain strong relationships with customers, understanding their financial needs, and providing personalized banking solutions
- Offer expert advice and assistance to customers in selecting appropriate banking products and services, such as accounts, loans, and investments
- Assist customers in opening and managing accounts, processing transactions, and resolving account-related inquiries
- Identify opportunities to promote additional banking products and services that align with customers' financial objectives
- Ensure adherence to banking regulations, policies, and procedures, while maintaining accurate and up-to-date customer records
Independent Trader Cum Fund Manager
Financial · January, 2008 - March, 2018
Roles & Responsibilities
- Conduct comprehensive market analysis to identify potential trading and investment opportunities, evaluating trends and risks
- Execute trades independently, aligning with market insights and investment strategies for optimal results
- Manage investment portfolios, balancing risk and performance, and adjusting strategies as market conditions evolve
- Assess and manage risk exposure, implementing strategies to mitigate potential losses and ensure portfolio stability
- Communicate with investors, providing updates on portfolio performance, strategy shifts, and market insights
- Ensure adherence to financial regulations and industry standards, maintaining ethical and legal practices
- Prepare accurate performance reports, detailing investment returns, risk metrics, and strategy outcomes for stakeholders
Lead Analyst
Computer and Information Technology (IT) · October, 2006 - January, 2008
Roles & Responsibilities
- Oversee and conduct in-depth research and analysis in the relevant field, providing insights and recommendations to support business decisions
- Lead and coordinate a team of analysts, assigning tasks, setting goals, and ensuring timely and high-quality deliverables
- Manage projects and initiatives, ensuring they are executed efficiently, and deliverables meet deadlines and objectives
- Engage with stakeholders, presenting findings and recommendations clearly and effectively to support strategic planning
- Ensure the accuracy and integrity of analytical work, reviewing outputs, and implementing quality control measures