Apr 2022 – Jun 2023 · 1 yr 2 mos · Mumbai, Maharashtra, India · On-site

• Developed 7+ quantitative investment strategies, achieving >20% CAGR with a Sharpe ratio of 1.1-1.4, through market analysis and risk assessment
• Oversaw a $5 Mn discretionary portfolio, outperforming the benchmark by 3% in FY23's last quarter, leveraging fundamental analysis and strategic asset management principles for alpha generation
• Generated 5% alpha, by optimising ULIP portfolios worth ~$180 Mn, with a focus on risk mitigation & due diligence
• Directed equity portfolio valuation using Python, R programming and SQL database management, ensuring accuracy and optimal asset allocation
• Led the creation and refinement of 15+ investment valuation models, utilizing insights from 25+ quantitative research papers, contributing to robust risk management and portfolio optimisation
• Conducted comprehensive equity valuation & fundamental analysis on 10+ IPOs, securing 40%+ returns on 5 and strategically avoiding a 30% loss on 3, while effectively determining investment positions between anchor & public offerings

Jul 2021 – Apr 2022 · 9 mos · On-site

• Managed a multi-asset mutual fund scheme of ~Rs. 1000 crore, diversifying investments across equity, debt, and commodities
• Achieved an industry-beating performance, propelling the company's AUM from Rs. 300 Crores to Rs. 7500 crores in 2 years
• Pioneered and led a developer’s team of 10+ for creating portfolio management, dealing, operations, and compliance applications
• Developed derivative hedging models using futures and options to protect the equity portfolio through multiple downside falls
• Mentored and coached junior analysts and interns, effectively catalysing a remarkable 20+% boost in team’s overall productivity

Oct 2019 – Jul 2021 · 1 yr 9 mos · On-site

• Streamlined financial modelling with an automated 3-way analysis model, cutting creation time from 2 hours to just 5 minutes
• Created 20+ risk management indicators for industry & company analysis, delivering real-time reports to gain market insights
• Performed in-depth analysis, making valuation models of 100+ companies, & identifying 50+ with over 20% returns in a year
• Conducted 100+ analyst meetings, engaged in 50+ company management discussions, strengthening confidence on 50+ stocks
• Applied advanced statistical methods and data visualization tools, significantly enhancing the portfolio analysis precision by 15%

Oct 2013 – Apr 2017 · 3 yrs 6 mos · Bhayandar · On-site

• Specialized in indirect tax audits, leading a 5-member team for timely and comprehensive financial reporting
• Executed concurrent audit and financial due diligence of a PSU Bank for 6+ months, ensuring zero delay in reporting
• Coordinated thorough internal reviews for government entities & executed accounting, tax, and statutory audits for over 50 SMEs
• Formulated & back-tested derivative trading strategies, such as straddles, and strangles, to analyse respective risk-return ratios
• Performed market trend analysis and historical data review for investment decisions, ensuring adherence to accounting standards