Santosh

Hegde
#94, 2nd Cross, Masti Venkatesh Iyengar Road, Hanumanth Nagar Bangalore, Karnataka 560019
Phone: +919986491050
E-Mail: hegdesantosh@live.com

Objective
To secure a responsible career opportunity, where I can fully utilize my training, human
resource and management skills, while making a significant contribution to the success of my
employer.
Experience
Goldman Sachs (Global Investment Research)
December - 2010 Present

Reporting & Analytics

1. Management Committee Report: Preparing the Weekly Management Committee
Report for Management, with the high level details like performance of the regional
conviction lists, coverage (equity & credit) details.
2. Credit Weekly Report: Preparing the detailed coverage report of credit securities
coverage by Global Investment Research to Credit IRC team.
3. Authorized Monitoring Project: Review the entitlements of research infrastructure
to the users within and outside Global Investment Research, which will be used for
compliance purpose as well.
4. Preparation Broker Vote Report & Analyst Scorecard

Equity Data Mgmt

1. Setting Equity securities in the research infrastructure, for equity coverage by
analysts, which includes setting up securities with appropriate identifiers (RIC
Ticker, Bloomberg Ticker, SEDOL) and associating the correct Industries including
FTSE and MSCI Classification.

2. Trouble shooting Publication issues during the publication of research reports.

3. Corporate Actions: Overviewing the automated corporate actions (cash dividend,
rights issue etc.) adjustment process to the published research database numbers
of the security. Also contacting data vendors like Bloomberg, Thomson, FactSet,
etc. if required
4. Disclosure Process: Administering the research disclosures for the covered
companies by Global Investment Research and quarterly updates for historical
price and rating chats for the covered companies, which appear on research
reports.
5. Performance tracking: Setting up the infrastructure to capture the analysts calls
(buy or sell) for his/her covered companies.
6. Handling re-distributors query: to handle re-distributors query on the estimates
(consensus related) published by the analyst.
7. Research data feeds: Administering the research data feeds sent to re-distributors.
8. Keyword & Template management: Managing the keywords and template (income
statement, balance sheets, cash flow statements & publishing items) & product for
the securities under the coverage.

Credit Data Mgmt:

1. Setting up the Credit OTRs for the coverage with all the relevant details to enable
the analyst cover the credit securities.
2. Trouble shooting publication issues during the publication.

Client Relationship Management:

1. Entitlements: Administering the entitlement request for research via re-
distributors like Thomson Reuters, Bloomberg, FactSet, etc. and also via research
portal.
2. Client Feedback collection: Collecting feedbacks from various clients on research
published & interactions by analyst teams world wide and preparing the quarterly
report based on feed backs for the regional managements.
3. Maintaining the client database used by analyst teams for distribution and
interaction.
2

Education
Master of Business Administration

September 2008 June 2010

Specialization: Finance
University: Visveswaraiah Technological University (VTU)
Grade/Percentage: 66%
Projects/Internship: Calculating performance investment portfolios of High Net Worth clients in HDFC Private
Bank.

Bachelor of Science July 2005 July 2008

Specialization: Mathematics
University: Karnatak University
Percentage: 71%

Skills:
1. Proficiency in Excel (excluding VBA Programming, where I am a starter)
2. Proficiency in other Microsoft Office Applications
3. Knowledge of research databases like Bloomberg, Reuters Knowledge & Thomson First Call
4. Basic Knowledge in SAS and VBA programming.