Aniruddh Bhatt

Associate Consultant

Gurugram, Haryana, India0 mo experience

Key Highlights

  • Designed Power BI dashboards for enhanced data transparency.
  • Generated 4-6% alpha through macroeconomic trend analysis.
  • Hands-on experience in equity research and portfolio management.
Stackforce AI infers this person is a Finance professional with expertise in equity research and financial analysis.

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Skills

Core Skills

Equity ResearchPortfolio ManagementFinancial AnalysisBookkeepingData AnalysisFinancial Reporting

Other Skills

Account ReconciliationAccountingAnalytical SkillsAuditingCash FlowCost AccountingCost auditCreative Problem SolvingDCF ValuationEconomic AnalysisEquity ValuationExcelFinanceFinancial MarketsFinancial Modeling

About

I am an MBA candidate at BML Munjal University specializing in Finance, with a solid foundation in accounting, financial reporting, and capital markets. My journey—from clearing the CA Foundation and CMA Foundation to hands-on roles in accounting and portfolio management—has given me a well-rounded perspective of the finance industry. At Jaivi Specialities Pvt. Ltd., I supported core financial functions including bookkeeping, reconciliations, invoicing, and data analytics, where I designed Power BI dashboards, automated reports in Excel, and enhanced process accuracy using Tally ERP 9. These initiatives directly contributed to better data transparency and faster decision-making. My early exposure to equity and derivative markets, coupled with academic and simulated investing experience, shaped my expertise in financial analysis, DCF modeling, and portfolio strategy. In academic projects, I benchmarked a real-time portfolio against the BSE 500, generating 4–6% alpha by applying macroeconomic trend analysis and fundamental/technical valuation techniques. Certification in CA Foundation and CMA Foundation. Skills: Financial Modelling (DCF) | Financial Statement & Ratio Analysis | Equity Research | Portfolio Management | Tax Planning | Risk & Credit Analysis | Power BI | SQL | Excel | ESG Strategy I’m actively seeking full-time roles in corporate finance, equity research, or investment strategy, where I can apply my analytical strengths, financial insight, and execution-driven mindset to solve meaningful business challenges. Let’s connect if you're looking for someone who blends technical depth with strategic thinking in the world of finance.

Experience

Paterson securities pvt. ltd

Equity/Economic Research And Portfolio Management

Apr 2025Jun 2025 · 2 mos · Chennai, Tamil Nadu, India · Remote

  • As part of the 2025 Summer Internship at Paterson Securities, I will work under the mentorship of Balachandran Venkataraman, CFA on projects in equity research, economic analysis, and portfolio management. I will conduct DCF valuations, analyze startup valuations, and explore hedging strategies using derivatives. My economic research will cover de-dollarization, global banking crises, and India’s comparative macro outlook. I will also construct a midcap index, assess risk-adjusted returns, and evaluate mutual fund performance. Key concepts like diversification, asset allocation, and CAPM will be applied through portfolio simulations and back testing. This experience will strengthen my skills in valuation, investment strategy, and market analysis.
Equity ResearchEconomic AnalysisPortfolio ManagementDCF ValuationHedging StrategiesRisk-Adjusted Returns

Jaivi specialities private limited

Account Intern

Jan 2024Jun 2024 · 5 mos · Bhilai, Chhattisgarh, India · On-site

  • As Account Intern I supported the accounts and finance department in various financial operations, including bookkeeping, account reconciliation, invoicing, and financial analysis. During the internship, the intern developed valuable skills in Power BI, Excel, and Tally, contributing to data analysis, financial reporting, and business intelligence. They were responsible for creating dynamic dashboards and visualizations using Power BI, performing advanced data manipulations and analysis in Excel, and
  • maintaining financial records with Tally. Through these tasks, the intern gained hands-on experience in managing large datasets, automating reports, and supporting business decisions with data-driven insights. This internship enhanced their analytical, technical, and problem-solving skills in a professional setting.
BookkeepingAccount ReconciliationInvoicingFinancial AnalysisPower BIExcel+1

Education

BML Munjal University

Master of Business Administration - MBA — Finance

Jul 2024Jul 2026

The Institute of Chartered Accountants of India (ICAI)

Institute of Cost Accountants of India

Hemchand Yadav Vishwavidyalaya, Durg

Bachelor of Commerce - BCom — Accounting and Finance

Jun 2019Jul 2022

UPACA

Jul 2019Jul 2020

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