Akash Gaurav
Summary
Dynamic financial professional with a strong foundation in finance, risk management, and macroeconomic analysis. Skilled in portfolio management, regulatory compliance, and financial reporting. Proficient in financial analysis, client relationship management, and leveraging MS Office tools for data-driven decision-making. Holds a PGDM in Banking & Financial Services from NIBM Pune, with a versatile skill set applicable across various domains of the finance industry.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Associate
PNB Gilts Ltd.
11.2023 - Current
- Conducted valuation, portfolio analysis, and P&L reporting for fixed-income securities, ensuring alignment with the Risk Management Framework
- Monitored and managed risk limits, including PVBP, VaR, exposure limits, and dealer-level triggers, mitigating portfolio risks and ensuring compliance with regulatory standards
- Prepared comprehensive reports for FIMMDA, RBI, and the Board regularly, maintaining transparency and regulatory compliance
- Developed performance metrics to track sales and portfolio performance, driving enhanced client engagement and improving institutional sales outcomes
- Analyzed daily performance of fixed-income dealers and branches, providing actionable management insights to enhance trading strategies and risk assessment
- Managed relationships with rating agencies, addressing queries, negotiating non-disclosure agreements, and facilitating rating rationales for fixed-income instruments
- Many trainees and summer interns have been trained under my supervision for a duration of two to three months
Management Trainee
PNB Gilts Ltd.
05.2022 - 10.2023
- Acquired and onboarded high-value institutional clients, contributing to a measurable increase in trading volumes and revenue growth
- Provided clients with timely market insights, pricing, and actionable recommendations, driving efficient decision-making and fostering long-term client loyalty
- Engaged institutional clients through research-driven presentations and seminars, strengthening relationships, acquiring new clients, and enhancing the firm's market position
- Collaborated closely with research and strategy teams to design and execute data-driven trading strategies, optimizing returns and managing portfolio risks effectively
Investment Analyst
Moneyness Capital
01.2018 - 04.2020
- Conducted detailed client financial analysis and developed comprehensive wealth management plans
- Designed strategies tailored to client goals, minimizing risk exposure effectively
Education
PGDM - Banking & Financial Services
National Institute of Bank Management
Pune01.2022
B.COM. - HONS
Swami Shraddhanand College, University of Delhi
01.2017
12th Standard - CBSE
DAV Public School
01.2014
10th Standard - ICSE - 85%
ST. Xavier's High School
Patna01.2012
Skills
- Market Analysis
- Financial Analysis
- Fixed Income Market Research
- Risk Management
- Advanced MS Office
- Crafting Engaging Investor Presentations
- Regulatory Reporting
Certification
- Certificate in Business Management, NMIMS
- Fixed Income Securities, Wallstreetmojo
- Certificate in Product Management, Analyst Edge
Projects
Credit Risk Involved in Bank Lending to NBFCs, Banking & Finance Project
Analyzed the credit risk exposure of banks lending to NBFCs, focusing on counterparty financial health, sectoral risks, and macroeconomic factors.
International Trade opportunities for Kerala in SEA countries
Conducted extensive market research on export and import trends across multiple industries. Performed SWOT analysis and studied market entry strategies tailored to specific industries. Identified and analyzed the role of trade associations in facilitating business expansion.
WhistleBugle
Assisted in 2 live deals - Supported the team in the analysis of financial statements and business models. Identified and prepared a list of potential private equity players by analyzing the PE's investment thesis in terms of sector focus, ticket size, liquidity, fund size, other investee companies, etc for further analysis. Prepared several sell-side pitches, Information Memorandums (IMs), and company teasers for leading investors.
Extracurricular Activities
PNB Gilts Limited
Member of the Social Media Committee, Enhancing the firm's digital presence and communication. Contributor to the Climate Risk and Sustainability Committee, Promoting eco-friendly and sustainable financial practices.
Leadership at NIBM
Led efforts to enhance the college's reputation through targeted outreach and engagement initiatives, driving a substantial increase in applications. Streamlined admissions processes while advocating for student interests, ensuring a seamless and positive experience for prospective candidates.
Played a pivotal role in organising workshops, seminars, and events focused on professional development, fostering financial literacy, investment strategies, and consulting skills among peers.
Timeline
Associate
PNB Gilts Ltd.
11.2023 - Current
Management Trainee
PNB Gilts Ltd.
05.2022 - 10.2023
Investment Analyst
Moneyness Capital
01.2018 - 04.2020
- Certificate in Business Management, NMIMS
- Fixed Income Securities, Wallstreetmojo
- Certificate in Product Management, Analyst Edge
PGDM - Banking & Financial Services
National Institute of Bank Management
B.COM. - HONS
Swami Shraddhanand College, University of Delhi
12th Standard - CBSE
DAV Public School
10th Standard - ICSE - 85%
ST. Xavier's High School
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