Sumer Roy CFA, CA

B.COM. / Investment Analyst

Sumer reports to the Managing Director and assists with the analysis and reporting of Vantage’s underlying investments on an ongoing basis.

Sumer helps to prepare Vantage’s quarterly reporting for each of its’ funds, in addition to the ongoing monitoring and evaluation of their underlying investments. Sumer also assists with the analysis and due diligence required for any new Private Equity investment opportunities.

Sumer was previously a Senior Associate with PwC, focusing on advising organisations on the management of financial risks, performing financial instrument valuations, and implementing treasury governance and control frameworks. In addition, Sumer previously performed work as part of the Assurance division, where he was responsible for the delivery of quality audits in line with the Accounting Standards for organizations across banking, asset management and real estate.

Sumer holds a Bachelor of Commerce, majoring in Accounting and Finance from the University of Sydney. Sumer is also a CFA Charterholder and a Chartered Accountant with the Institute of Chartered Accounts Australia & New Zealand.