Aayush Gupta
Pune
Summary
CFA Level I-qualified finance professional with experience in financial analysis and portfolio monitoring. Strong exposure to financial statement review, valuations and market-driven decision-making through trading and portfolio management roles. Seeking an analyst position within an investment banking or asset management team.
Overview
4
4
years of professional experience
2
2
Certifications
Work History
Trade Analyst
Foreshadow Capital
Pune
04.2025 - Current
- Executing buy and sell trades across equity and derivative instruments in accordance with company policies and market regulations.
- Monitoring market movements to ensure timely and accurate trade execution.
- Maintaining detailed and up-to-date records of all trades, including order details, execution prices, and volumes.
- Verifying trade confirmations by coordinating with internal teams and counterparties.
- Preparing daily and periodic trade reports for review.
Junior Trader
OBLIIX GLOBAL(Dollarbird Fintech PVT LTD)
Pune
05.2022 - 06.2024
- Analyzed real-time equity market data to support security-level decision-making
- Evaluated liquidity, price behavior, and market depth using Level 1, Level 2, and Time & Sales data
- Identified short-term market inefficiencies and arbitrage opportunities
- Utilized equity screeners and filters to shortlist companies for further analysis
- Monitored company news, earnings releases, and macroeconomic developments impacting stock prices
- Generated positive returns using USD 200K buying power, achieving a maximum monthly return of 4%
- Built trading strategies to adjust with real time market situations.
Portfolio Management Intern
Ready Wealth
remote
02.2022 - 04.2022
- Prepared company research reports using fundamental and financial statement analysis.
- Analyzing income statements, balance sheets, and cash flow statements.
- Analyzed financial ratios to assess profitability, leverage, and efficiency.
- Conducted industry and competitor analysis to evaluate relative positioning.
- Reviewed economic indicators and sector trends relevant to investment decisions.
- Received a letter of recommendation for analytical contributions.
Education
Bachelor of Commerce - Entrepreneurship
Symbiosis College of Arts and Commerce
Pune10.2022
Class XII - Physics, Chemistry, Mathematics
Sinhgad College of Arts, Science And Commerce
01.2019
Skills
Hard skills
- Financial modeling
- Valuation (DCF and comparable)
- Risk analysis and monitoring
- Microsoft Excel
- Risk management
Soft skills
- Team player
- Ability to work under high pressure
- Attention to detail
- Effective communication
Projects
- Built a full financial model of a fictitious company
- Forecasted all financial statements (income statement, balance sheet, cash flow statement) using a case study reference
- Calculated valuations such as DCF, relative valuations, and stock beta
- Conducted a scenario analysis to forecast stock prices under different conditions
- Learned efficient ways to use Excel
Certification
CFA Program - Level I, passed.
Personal Information
Work permit: British national with OCI (Overseas Citizen of India)
Eligible to work anywhere in India without a work permit
Languages
English
Proficient (C2)
C2
Hindi
Native
Native
Timeline
Trade Analyst
Foreshadow Capital
04.2025 - Current
Junior Trader
OBLIIX GLOBAL(Dollarbird Fintech PVT LTD)
05.2022 - 06.2024
Portfolio Management Intern
Ready Wealth
02.2022 - 04.2022
Bachelor of Commerce - Entrepreneurship
Symbiosis College of Arts and Commerce
Class XII - Physics, Chemistry, Mathematics
Sinhgad College of Arts, Science And Commerce