Summary
Overview
Work History
Education
Skills
Certification
Achievements
Extracurricular Activities
Timeline
Generic
Karun Mathew

Karun Mathew

Summary

Experienced Analyst with with over 2 years of expertise in US Structured Finance Ratings. Adept at evaluating the complex financial instruments and in providing vital support to the Onshore Analysts in Deal execution. Seeking to leverage analytical skills and financial acumen in a challenging and dynamic role within the financial services industry.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Analyst

Morningstar DBRS
12.2021 - Current
  • Working with the Mumbai US Asset Backed Securities (ABS) New Issue (NI) team on various asset classes, primarily focusing on Auto Loan, Student Loan, and C-PACE transactions.
  • Provided end-to-end support to Onshore Analysts, from deal initiation to closure.
  • Analyzed historical loss data and loan pools received from issuers to conduct loss analysis for each deal.
  • Prepared committee and final rating documents for entire deals, including SRC Memos, Presale Reports, Press Releases, Rating Letters, and Rating Reports.
  • Reviewed and analyzed deal and structure documents to assess credit risk and evaluate credit enhancements.
  • Conducted surveillance tasks, including Performance Analytical Report (PAR) QC and creation.
  • Served as the primary support analyst from the Mumbai team for all PACE transactions.
  • Contributed to sector reviews for various asset classes and assisted the Onshore Lead Analyst in preparing sector review and methodology documents.
  • Managed and trained new joiners on various tasks and asset classes.

Direct Tax Analyst - CIT Team

KPMG
02.2019 - 08.2020
  • Reviewed the draft tax provisioning and tax audit report, prepared tax clearance memo, tax computation, basis of preparation and income tax returns
  • Drafted litigation related documents and basic responses to the notices received, filed online rectification and conducted technical research on various Income-tax related matters before Courts
  • Received the 'Encore-Kudos' Award for high level of commitment and quality of work delivered for quarter ended December'19.

Lease Administrator

ACCENTURE(Under payroll of Joules to Watts)
09.2018 - 12.2018
  • Assisted the Lease Administration Team in updating the daily sales report, the daily store opening and store closing details and other lease related activities of the client in the Oracle database.

Fund Accounting

SUMMER INTERNSHIP - SBI SG Global Securities Pvt. Ltd.
  • Studied the various mutual fund reconciliation processes being conducted in SBI-SG Global Securities Services
  • Documented the mutual fund reconciliation process for four major AMC's in the Fund Accounting Department
  • Created a point of reference for understanding the various mutual fund reconciliation process for all the members in the Reconciliation Team.

Education

PGDM (Finance) -

N. L. Dalmia Institute of Management Studies & Research

B.A.F. -

Kishinchand Chellaram College
01.2018

Class XII -

S.I.E.S College of Commerce and Economics
01.2015

Class X -

St. Mary's High School
01.2013

Skills

    MS - Office

    Attention to Details

    Quick Learner

    Oral and written communications

Certification

  • Bloomberg Market Concepts, 2021
  • Financial Markets, 2017

Achievements

  • SPOT Award (May 2024)

For delivering high volume while maintaining quality and timeliness and for cross collaboration.


  • Encore Kudos Award (October - December 2019)

For high level of commitment and quality of work delivered for the quarter.

Extracurricular Activities

  • Represented KPMG and won the '5th CTC Football Cup - 2019' conducted by The Chamber of Tax Consultants
  • Runners-up in the 'Goal - Pride Football Tournament' conducted by KPMG
  • Winners in the 'Challengers Cup 2020' football tournament conducted by the 'KEY Kalina Forane Youth'
  • Participated in multiple Church youth events on extempore speaking, debating and singing.

Timeline

Analyst

Morningstar DBRS
12.2021 - Current

Direct Tax Analyst - CIT Team

KPMG
02.2019 - 08.2020

Lease Administrator

ACCENTURE(Under payroll of Joules to Watts)
09.2018 - 12.2018

Fund Accounting

SUMMER INTERNSHIP - SBI SG Global Securities Pvt. Ltd.

PGDM (Finance) -

N. L. Dalmia Institute of Management Studies & Research

B.A.F. -

Kishinchand Chellaram College

Class XII -

S.I.E.S College of Commerce and Economics

Class X -

St. Mary's High School

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