V

Vishal K.

Associate Consultant

Mumbai, Maharashtra, India4 yrs 8 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Strong foundation in financial analysis and equity research.
  • Proven track record in competitive research presentations.
  • Hands-on experience in wealth management and investment analysis.
Stackforce AI infers this person is a Fintech professional with strong analytical and research skills.

Contact

Skills

Core Skills

Financial AnalysisEquity Research

Other Skills

Abandoned PropertyAlteryxBusiness IntelligenceCapital MarketsCold CallingCommunicationCorporate ActionsEconomicsEscheatmentFinanceFinancial AccountingFinancial MarketsFinancial ModelingFinancial PlanningFinancial Services

About

Working with JP Morgan Chase in the asset servicing middle office risk division. 2021 graduate in investment management from KPB Hinduja college of commerce, University of Mumbai and am eager to secure roles in financial services industry. I have taken up various internship like Equity research, Wealth management, BD etc. along with my academics which presented me with an opportunity to learn practical industry required skill. During my time in these internship I have extensively worked on researching on various topics, financial analysis, Presentations & Client acquisition.

Experience

Jpmorganchase

3 roles

Associate

Jun 2025Present · 9 mos · Mumbai, Maharashtra, India

Team Lead

Feb 2024Jun 2025 · 1 yr 4 mos · Mumbai, Maharashtra, India

Analyst

Jan 2022Feb 2024 · 2 yrs 1 mo · Mumbai, Maharashtra, India

Advisor zaroori hai

Intern (wealth management & IB)

Mar 2021May 2021 · 2 mos · Mumbai, Maharashtra, India

  • Performed secondary research on various investment avenue, made projects explaining
  • fundamental & ratio analysis. Secured place in top 3 position in weekly research and
  • presentation competition arranged by the company consecutively for 2 weeks.
ResearchFinancial AnalysisPresentationsEquity Research

E cell hinduja

Team member

Sep 2020Mar 2021 · 6 mos · Mumbai, Maharashtra, India

Ventura securities ltd

Equity Research Intern

Jun 2019Jul 2019 · 1 mo · Mumbai Metropolitan Region

  • Researched on sugar sector of India, studied annual reports, con calls, industry reports for
  • performing fundamental analysis and creating financial model of Triveni Engineering &
  • industries
ResearchFinancial ModelingEquity Research

Education

K.P.B Hinduja College of Commerce

Bachelors of Investment management

Jan 2018Jan 2021

R. D. National College

HSC — Science

Jan 2015Jan 2017

MVM

Jan 2005Jan 2015

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