Career Summary
Equity Portfolio Analyst and Investment Analyst
Badjate and Associates, India 2008 – 2010
• Conducting extensive research into company performance data, annual reports and sector trends, using a quantitative system
• Reviewing the performance of companies within the portfolio, and liaising with Find Managers and companies to make decisions on investment proposals
• Analyzing company results, profit and loss statements and cash flow statements, to inform recommendations to investors
• Staying abreast of new market developments and investment products, and monitoring external factors affecting the market including the economies of various countries
• Playing a key role in formal client presentations, including preparing data and delivering verbal reports to both existing and potential clients
• Supporting portfolio administration activity, including client mandate restrictions, corporate action, compliance, voting proxies and portfolio audits
• Establishing positive professional connections with both internal and external contacts, including dealers, clients and brokers, and effectively managing client relationships
• Reconciling shareholder activity, fund holdings, fund accounting records and trading activity, and investigating any discrepancies arising
• Providing comprehensive financial advice to companies, including advising on optimum prices for share launches
• Delivering daily reports to the Fund Accountant and Custodian, and also developing forecasting charts, figures and graphs
• Working with meticulous attention to detail when analyzing large amounts of data within demanding timeframes
• Developing skills in financial modeling and valuation
• Resolving clearance and settlement issues
Key achievements
• Achieving rapid internal promotion to the role of Investment Analyst after only 3 months, due to exceptional performance
• Receiving positive feedback from a client who had doubled his money in 5 months following financial advice on his portfolio, leading to recognition from management
• Exceeding client portfolio targets for 4 consecutive months
Additional Experience
Manager
Subway, UK 2012 – date
• Maximizing store profitability by controlling costs and managing financial performance across the store
• Providing strong leadership and direction to the in-store team, through effective communication and fair delegation
• Implementing various company programs by developing action plans and communicating objectives to the team
• Focusing the team on providing the highest possible standards of customer service, and managing customer relationships
• Demonstrating exceptional problem solving skills, taking a logical approach to resolving any issues arising
• Delivering significant cost reductions by leading successful negotiation with key suppliers
Sales Representative
Hino Travel Ltd, UK 2011
• Leading a team of 5 staff to promote the company at university fairs and carry out market surveys, and contributing significantly as an integral member of the team
• Interacting extensively with customers to resolve enquiries and complaints and to discuss payment options, communicating professionally with a diverse range of people of other cultures
• Acquiring excellent organizational skills, and using analytical expertise to investigate the relationship between customer spending and UK travel
• Developing and overseeing the grievance handling system
Qualifications
MSc degree: Finance and Investment, University of Nottingham, UK
Modules included: Capital market Analysis, Derivative Investments, International Finance, Quantitative Techniques in Finance, Fixed Interest Instruments, Corporate Finance
Dissertation: Motives, barriers and outcomes for cross-border mergers and acquisitions by Indian companies 2011
Postgrad diploma: Finance (distinction), MIT International School of Business, India
Modules included: Multinational Finance, Strategic Financial Management, Statistics, Risk Management, Security Analysis, Portfolio Management
Thesis: The correlation between the Indian mutual fund industry and the NSE 2010
BBA degree: Finance, MIT International School of Business, India
Modules included: Financial Accounting, Cost Accounting, Financial Services, Long Term Finance, Analysis of Financial Statements
Thesis: How fundamental analysis helps to judge the performance of a company 2008
Key I.T. Skills
Operating systems: Windows NT, XP, 7, Vista, Linux and DOS
Programming: C, C++ and Java
Servers: Exchange Server 2003, 2007 and SCOM 2007
Microsoft Office: Word, Excel, PowerPoint and Outlook
Software: SPSS, Lab View, Matlab, Oracle, SQL and SharePoint
Financial systems: Stata 11, Reuters and Microsoft Excel Advanced
Hardware: Cisco Routers, Compaq and Intel
Details
Languages: Fluent in English, Hindi, Marathi and Gujarati
Location: Currently based in the UK; keen to relocate to Canada for the right position
