KUSHAL MODY 2000 S Eads St. Apt 131, Arlington VA 22202•1(413) 885 4601•
[email protected] EDUCATION University of Massachusetts-Amherst, Isenberg School of Management Bachelor’s in Business Administration Major: Finance, Minor: Economics, GPA 3.5/4.0, Dean’s List Commonwealth College Honors Program
May 2007
Chartered Financial Analyst (CFA) Program Passed Level I in June 2008. Investment Banking Institute, New York, NY October 2008 • Completed a four week intensive course on financial analysis, valuation methodologies and advanced financial modeling • Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis • Built fully-integrated financial statements projection model, LBO model, accretion/dilution merger models, including ability to run operational and capital structure sensitivities within models
EXPERIENCE Fannie Mae Herndon, VA Mortgage Transactions Analyst, 06/09-Present • Work with assigned servicers to ensure accurate and timely investor reporting to the Dept. of Treasury • Create, Maintain and Validate ad-hoc reports requested and used by HAMP Operations team as well as management • Perform detailed ad-hoc data analysis that is used by management and presented to the Dept. of Treasury • Consulted on the design and requirements of the System User Interface to be used by HAMP Operations team • Performed End User testing on the Interface to be used by Servicers to report to the Dept. of Treasury Deloitte and Touche Collateral Analyst, 09/07-10/08
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New York, NY
Developed an understanding of the Asset Back Securitization, Mortgage Back Securitization and Government Agency securitization and re-securitization markets by performing collateral analysis on 38 deals Learned the Collateral Analysis System (CAS) to re-create collateral statistics provided by Investment Banks Displayed great attention to detail in validating the accuracy of statistics within the Term sheet, Private Placement Memorandum, Information Circular and Prospectus Supplement Created streamlined process for the analytics team for the purpose of reviewing historical static pool data reports in order to meet regulatory requirements Serve as a liaison between clients, underwriters and lawyers to ensure accurate reporting of language and numerical statistics in financial documents Managed effectively competing priorities under short-term transaction deadlines
AXA Advisors Financial Advisor Intern, 06/06-08/06
New York, NY
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Gained first hand knowledge of creating and maintaining client relationships by way of attending meetings with clients to discuss their accounts and re-analyze their goals and objectives
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Analyzed and generated reports for existing client accounts Effectively worked as a team member to compile NASD Audit due diligence materials Collaborated in establishing new client relationships by way of networking, phone and email
Principle Profits Asset Management Equity Research Analyst Intern, 01/06-05/06
Amherst, MA
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Researched and evaluated financial data on various companies through on-line resources Established a ranking system to evaluate companies based upon quantitative analysis Performed analysis on companies and determined whether to buy/sell/hold
COMPUTER SKILLS Proficient in CAS, Bloomberg, MS Excel, Word, PowerPoint, Visio, Access, MS Office Certification