Feb 2024 – Present · 2 yrs 1 mo · Mumbai, Maharashtra, India · On-site

• In my multi-faceted role, I support senior research analysts and fund managers through comprehensive market research and investment analysis.
• Market Research: Analysing sell-side reports, companies fundamentals through Bloomberg and Sell-side reports. Deep diving into financial metrics, market beat and other macro factors and news.
• Network Expansion/ Brokerage Empanelment: Have solely led empanelment of brokerage houses expanded and built relationships with the exiting houses. The network delivers timely market intelligence, helps with sector analysis to narrow down investment ideas to further narrow them down for the CIO and senior investment team, enhancing convictions on stock selections and macro positioning.
• Portfolio Performance, Attribution & Optimisation: Using Bloomberg extensively for tracking performance of our strategies and constructing real time portfolios to compare returns vs the benchmark. Conducting attribution analysis and contribution with the portfolio. We also pull macro data, global news and flows, valuation for comparing company and its financials against its peers.
• Investment reports: Develop Excel-based dashboards sourcing Bloomberg data and depicting the data into charts for visual decision making, used for Investment Perspectives, Investment Strategies, and market commentary reports. Charting in presentations for Investment Committee meetings for asset allocation decisions.
• Trade Execution: Executing equity and mutual fund trades across both DPMS and NDPMS, ensuring accurate and timely trade execution. Additionally, automating compliance and audit reporting processes using Excel.