Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Akshay Khetwani

Thane

Work History

Data Research Analyst - Equity Operations

Morningstar India Pvt Ltd.
Mumbai
  • Researched, prospected, updated, and manipulated large datasets for comprehensive analysis
  • Conducted research across eight industries, analyzing almost 50 companies, using hands-on data collection tools
  • Analyzed 40-F, 10-K, annual, and quarterly documents to gain a comprehensive understanding, identify key insights, and interpret reporting patterns and trends across various industries
  • Executed data cleansing and cross-auditing of colleague-collected data to ensure precision in financial data within the equity domain
  • Engaged with the tech team to design tools, predefine metrics, and establish calculation logics
  • Utilized SQL programming for analyzing large datasets, extracting, summarizing, and interpreting data
  • Maintained current industry metrics by continuous updates with the latest financial results
  • Conducted knowledge-sharing sessions, including topics like the usage of AutoHotKeys
  • Collaborated across teams, including IT, ISM, and ECM, to streamline reporting processes and enhance decision-making
  • Generated comprehensive Minutes of Meetings (MOM) for insightful discussions with the tech team
  • Planned and executed bi-weekly Scrum meetings, drafted agendas, supplied materials, and managed follow-up for efficient team conferences.

Portfolio Analysis & Marketing Strategy Intern

Anand Rathi Investment Services
Mumbai
  • Analyzed and monitored client's portfolio involving equity and mutual funds
  • Utilized Microsoft Excel and Powerpoint to create marketing materials, financial reports, financial data and presentations
  • Prepared write ups on a myriad of topics given by senior managers
  • Conducted research on different product offerings by peer companies and third parties
  • Worked closely with the seniors to provide solutions to the existing clients
  • Curated stock investment baskets by collaborating with the Equity research team
  • Generated ideas to increase social media reach for the company, aiming to enhance their online presence and engagement.

Finance Intern

IIFL Securities
Mumbai
  • Learnt fundamental and technical analysis
  • Gained knowledge on how to analyze and select stocks using different indicators and chart patterns
  • Motivated customers to open their demat accounts with the company.

Education

Executive MBA - Finance -

Indian Institute of Technology
Patna

Bachelor of Accounting and Finance(BAF) -

K.C. College

HSC -

H.R. College of Commerce And Economics

Skills

  • Internal communication
  • Team coordination
  • Team collaboration
  • Microsoft Office
  • Equity research
  • Equity Trading
  • Data collection
  • Quality assurance

Accomplishments

  • Achieved "You Rock" award multiple times for exceptional performance in the ongoing team project.
  • Recognized among the top 4 analysts for outstanding contributions within the team, earning acknowledgment as part of the team of the quarter.

Languages

  • English
  • Hindi
  • French (Basic)

Timeline

Data Research Analyst - Equity Operations

Morningstar India Pvt Ltd.

Portfolio Analysis & Marketing Strategy Intern

Anand Rathi Investment Services

Finance Intern

IIFL Securities

Executive MBA - Finance -

Indian Institute of Technology

Bachelor of Accounting and Finance(BAF) -

K.C. College

HSC -

H.R. College of Commerce And Economics
Akshay Khetwani