Jasmine Kang Sodha, CFA
Munich
Summary
Experienced financial professional in the fields of wealth advisory, investment banking, financial consulting and financial research. Multi-tasking Team Leader accredited for executing successful new projects/initiatives at various organizations. Recent venture into the field of personal wealth advisory services under brand name "Famigos".
Overview
23
23
years of professional experience
Work History
Private Wealth Advisor & Financial Consultant
Famigos & KS Advisory
11.2016 - Current
- Provides personal wealth advisory services to expatriate families and professionals in Germany under brand name "Famigos" (2021); All-in-one financial planning & execution service including investment portfolio management, real estate purchase and financing, private financing, risk management techniques incl. insurances
- Provide financial consulting services for corporate clients and non-profit organizations including equity fund raising and debt financing; Other financial solutions for corporate clients incl. private pension funds, health insurances options for employees etc
- Design comprehensive financial models to evaluate strategic options for corporate clients including leveraged buyouts, mergers and acquisitions and other financing alternatives
Senior Manager Data Automation
Cepres Gmbh
08.2022 - 11.2023
- Build a framework for innovative techniques to automate data capture & processing
- Support as SME to design and introduce new systems, tools, and processes to achieve challenging objectives
- Supervise team to keep projects on-track and tasks prioritized
- Oversee reporting functions to executive leadership
Senior Associate
Cepres Gmbh
08.2021 - 07.2022
- Successfully onboarded and streamlined quarterly performance deliveries for largest clients
- Led team of analysts with focus on optimal resource planning and capacity management
- Actively developed junior team members by leading training and mentorship program
Associate Director
KPMG India Ltd.
04.2015 - 12.2015
- Build deal pipeline for newly created "Corporate finance - Healthcare" practice at KPMG
- Participated in multiple equity transactions at all stages including development of financial models, due diligence sessions, drafting of term sheets, and negotiations and final closure
- Deal experience: PE fund raising of a multi-specialty Hospital Group in India; PE fund raising of a Mother & Child Boutique hospital chain in India
Vice President, Investment Advisory
Resurgent India Pvt. Ltd
08.2009 - 08.2012
- Spearheaded creation of investment advisory practice at Resurgent, focusing on healthcare and consumer sector in India
- Created deal pipe line and participated in multiple private equity transactions
- Deal Experience: Private equity fund raising for a kidswear company in India
Associate Director
Ozone Capital Advisors
03.2007 - 10.2008
- Key Deal experience: Sell Side Advisory for Private Equity fund raising of Hospital Group in South India; Buy Side Advisory for European PE Firm for funding of large Indian Healthcare Group
- Research: Authored two detailed sector reports: The Indian Hospital Sector Report, 2007 & The Indian Medical Devices Sector Report, 2008
Team Lead
Copal Partners (now Moody Analytics)
06.2006 - 01.2007
- Led 50-member team serving one of top global investment banks with qualitative research
- Managed and expanded ongoing projects; developed product portfolio of team
- Developed relations with new clients with an objective to consistently increase work volume
- Mentored, trained and evaluated team members
Senior Private Equity Analyst
McKinsey & Co.
06.2001 - 05.2006
- Worked with consulting teams to problem solve on private equity clients’ issues / challenges and conduct required research and analysis in engagements
- Identified and worked towards filling knowledge gaps for McK Private Equity Practice by creating knowledge packs
- Led the North American Private Equity R&I team and manage the research requirements of the consulting teams in NA
Education
Chartered Financial Analyst -
CFA Institute
US08.2021
MBA - Finance
K.J. Somaiya Institute of Mngt. Studies & Research
Mumbai, India06.2001
Bachelor of Commerce - Finance
MCM DAV College For Women
Chandigarh, India06.1999
Skills
- Private Wealth Advisory Services
- Financial & Transactional Advisory services
- Portfolio Analysis & Performance Reporting
- Financial Analysis & Modeling
- Project Management
- Leadership and Mentoring
Languages
English
Bilingual or Proficient (C2)
German
Intermediate (B1)
Timeline
Senior Manager Data Automation
Cepres Gmbh
08.2022 - 11.2023
Senior Associate
Cepres Gmbh
08.2021 - 07.2022
Private Wealth Advisor & Financial Consultant
Famigos & KS Advisory
11.2016 - Current
Associate Director
KPMG India Ltd.
04.2015 - 12.2015
Vice President, Investment Advisory
Resurgent India Pvt. Ltd
08.2009 - 08.2012
Associate Director
Ozone Capital Advisors
03.2007 - 10.2008
Team Lead
Copal Partners (now Moody Analytics)
06.2006 - 01.2007
Senior Private Equity Analyst
McKinsey & Co.
06.2001 - 05.2006
Chartered Financial Analyst -
CFA Institute
MBA - Finance
K.J. Somaiya Institute of Mngt. Studies & Research
Bachelor of Commerce - Finance
MCM DAV College For Women
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