Shyam Balaji

Director of Engineering

Mumbai, Maharashtra, India6 yrs 4 mos experience

Highly Stable

Key Highlights

Chartered Accountant with strong financial expertise.
Proven track record in portfolio management.
Experience in regulatory compliance and risk assessment.

Stackforce AI infers this person is a Financial Services professional with expertise in portfolio management and regulatory compliance.

Contact

Skills

Core Skills

Portfolio ManagementFinancial AnalysisRisk ManagementLegal

Other Skills

Analytical skillsFund AnalysisEquity ResearchFinancial Ratio AnalysisMicrosoft Office SuiteProject FinanceCapital BudgetingCash Flow ForecastingFinancial Instrument valuationFinancial ModelingLeadership

About

As a driven Chartered Accountant and MBA, my ambition is to excel in the financial services sector. Armed with a strong foundation in accounting and advanced business acumen, I aim to leverage my skills to contribute meaningfully to the industry's growth and innovation. With a proactive approach to learning and a passion for making a positive impact, I am poised to navigate challenges and leave a lasting mark in this dynamic field.

Experience

6 yrs 4 mos

Total Experience

2 yrs 4 mos

Average Tenure

1 yr 7 mos

Current Experience

Glosome wealthx

Director

Oct 2024 – Present · 1 yr 7 mos · Mumbai · On-site

Director of Portfolio Management, shaping resilient investment portfolios through disciplined asset allocation and thoughtful fund selection. Committed to long-term, risk-aware wealth creation aligned with client objectives.

Financial AnalysisPortfolio Management

The d. e. shaw group

Analyst

May 2023 – Oct 2024 · 1 yr 5 mos · Hyderabad · On-site

As a regulatory compliance specialist at DE Shaw India, I monitor adherence to regulatory requirements, conduct risk assessments, analyze broker services, monitor trade desk investments, collaborate with tech team, to maintain legal and ethical standards in the company's operations.

LegalAnalytical skillsRisk Management

Bank of america

Summer Intern

Apr 2022 – May 2022 · 1 mo · Mumbai · On-site

Was part of a team which conducted stress-testing of the Capital Adequacy Ratios for several branches in APAC region.
Monitored several key financial ratios of the bank in order to ensure that it complied with the Basel-III norms.

Kalyaniwalla and mistry llp

Article Assistant

Aug 2017 – Dec 2020 · 3 yrs 4 mos · Mumbai, Maharashtra, India · On-site

Conducted Statutory Audit and Tax Audits of multiple listed as well as unlisted companies. Also Independently conducted several certifications of listed companies for a myriad of purposes.