Bobin Biswas

Provided fractional operations, research, and strategy support to founders and small funds, including market and competitor research, financial models, and board/investor decks. Built repeatable operational systems (trackers, reporting cadences, CRM/outreach systems) and ran AI-assisted founder outreach and BD pipelines end to end.

Acted as a remote right hand supporting US partners and managers across strategy and deals engagements by delivering research, decks, and coordination async across US/India time zones. Owned an internal AI-product rollout’s feedback-to-roadmap loop and reporting cadence, and built/qualified business-development pipelines including LLM-based sourcing and qualification automation.

Supported senior managers serving remote private-equity and real-estate clients by delivering research and analysis across time zones. Built and maintained a real-estate property database and produced competitor/location analyses and client-ready decks, along with company profiles and market research.

Provided front-line support for North American retail investors on trades, products, and research tools. Supported client workflows for RRSP, TFSA, RESP, and RRIF accounts.

Gathered and synthesized company and financial data from Capital IQ, FactSet, MSCI ESG, and Reuters into structured Excel workbooks, then analyzed profitability, leverage, and liquidity trends. Produced research reports including company profiles, rating driver summaries, and credit-risk evaluation using SWOT-based mapping of business models and corporate structure.

Built valuation models using public-comparable, precedent-transaction, and DCF methods using Capital IQ inputs. Authored final research reports and resolved audit queries related to valuation findings.

Built and populated SQL-based financial datasets underpinning equity and credit research analysis. Gathered and structured non-financial data on European companies to supply inputs for research reports.