Dinesh Kumar S — Business Development Executive
Dinesh is a Master of Financial Technology graduate from Mumbai University, who is passionate about applying his knowledge and skills in investment analysis and portfolio management. He has cleared CFA Level 1, CFA Investment Foundations and holds multiple series of NISM certifications in Research Analyst, Equity Derivatives, and Mutual Fund Distribution. As an Investment Analyst at Mirabilis Investment Trust, he supports the portfolio management team in conducting research analysis of various investment products to achieve the asset allocation target of the Family Office across Equity, Fixed Income & Alternative investments. He also helps individual investors understand their future financial needs, define their investment goals, and help them make informed decisions. He is always eager to learn new tools and techniques to enhance his FinTech and investment analysis capabilities.
Stackforce AI infers this person is a Fintech professional with strong investment analysis and portfolio management skills.
Location: Bengaluru, Karnataka, India
Experience: 5 yrs
Skills
- Investment Analysis
- Portfolio Management
- Wealth Management
Career Highlights
- CFA Level 1 and multiple NISM certifications.
- Experience in investment analysis and portfolio management.
- Passionate about enhancing FinTech and investment analysis skills.
Work Experience
Mirabilis Investment Trust
Investment Analyst (2 yrs 7 mos)
CashRich
Senior Research Analyst (9 mos)
Research Analyst (1 yr 8 mos)
Research Analyst intern (2 mos)
Business Development Intern (2 mos)
FinTech intern (4 mos)
ICICI Prudential Life Insurance Company Limited
Summer Intern (4 mos)
Education
Bachelor of Business Administration - BBA at Vellore Institute of Technology
Master of Financial Technology at University of Mumbai