Ashwin Lodaya

Operations Associate

Mumbai, Maharashtra, India7 yrs 3 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Over 5 years of trading experience in global markets.
Expert in algorithmic trading strategies using Python.
Proficient in managing large volume trades for high-net-worth clients.

Stackforce AI infers this person is a skilled trader in the Fintech industry with expertise in portfolio management and algorithmic trading.

Contact

Skills

Core Skills

Portfolio ManagementTrading SystemsOptions StrategiesAlgorithmsFinancial Analysis

Other Skills

Adobe PhotoshopBloomberg Market ConceptsBloomberg SoftwareBloomberg TerminalCommodity MarketsCorelDRAWDerivativesEquity DerivativesEquity TradingExecution of Large Volume TradesFinancial ModelingFixed Income TradesFixed Income TradingFund Performance AnalysisFundamental Analysis

About

Buy-Side Trader with 5+ years of experience Global and Indian markets. Proficient in Bloomberg, Trading Work station (TWS), Omnesys, NEAT, and BOLT. Experienced in running and managing Algo-Python based option trading strategies in US markets.

Experience

7 yrs 3 mos

Total Experience

2 yrs 5 mos

Average Tenure

3 yrs 11 mos

Current Experience

Carnelian asset advisors

Fund Management Associate

Jun 2022 – Present · 3 yrs 11 mos · Mumbai

First global

2 roles

Trader Global Markets

Jan 2022 – Jun 2022 · 5 mos

Handling trades for our Global Investing PMS (GMAAP), Global Fixed Income PMS (GFIP), and Global Investment Fund (GFF).
Tracking Global Fixed Income ETFs.
About First Global:
First Global is India’s first (and only) global securities firm, operating across multiple countries for over 20 years. We research and trade securities, and manage investments both in India and globally.
The First Global Investing Edge:
We combine Human Intelligence with Artificial Intelligence to deliver strong portfolio returns.
Our managed investment products have consistently delivered exceptional results:
India Portfolios: 32% CAGR over 20 years
Global Portfolios: 18%+ CAGR in USD over 5 years, and 40% in USD terms in 2019

Global Investing PMSGlobal Fixed Income PMSGlobal Investment FundTracking Global Fixed Income ETFsPortfolio ManagementTrading Systems

Option Trader

Oct 2021 – Jun 2022 · 8 mos

Executing Quantitatively Developed Options Trading Strategy In Global Markets.
Entitled to follow trade signals generated by an in-house algorithm developed and takes trades accordingly.

Quantitatively Developed Options Trading StrategyIn-house algorithmOptions StrategiesAlgorithms

Prosperotree.com

Advisory PMS Dealer

Feb 2019 – Oct 2021 · 2 yrs 8 mos · Mumbai Metropolitan Region

Execution of Large Volume Trades and Fixed Income Trades For Corporate / HNI Clients.
Updating And Managing Portfolio Details Of Various Asset Classes Like Equity, Fixed Income, and Mutual Fund.
Analysing Funds Performance By Going Through Fund Cash Flows & Quarterly Financial Reports.
Analyzing And Calculating Fund Valuation Data Such As Investment Cost, and Realized / Unrealized Value.
Preparation of Portfolio Returns Report, Portfolio Accounting, Fees And Commissions, Rebalancing.
Handling and Managing Portfolio Management Software - Mprofit
Maintaining Stocks Daily Delivery Data, FII & DII Data, Bulk-Block Deals.

Execution of Large Volume TradesFixed Income TradesPortfolio Management SoftwareFund Performance AnalysisPortfolio ManagementFinancial Analysis