Ameya Kawle

Focused and Goal-driven Chartered Accountant with strong work-ethics having expertise in Accounting and Fundamental knowledge in Market Securities and Portfolio Management looking for opportunity to work in the industry of Financial Services and Markets.

● Understanding Financial Markets- Part of Investment Management Specialization:[1]

Currently taking the course by the University of Geneva on Coursera with focus on:

- The characteristics of financial markets, building an efficient portfolio, and the impact of the Central Bank’s policies on financial markets. Successfully rebalanced allocation of growth stocks in my portfolio while reducing share of non-performing stocks. Analyzed the current market trend, macro-economic factors and developments in global markets to take educated investment decisions.

● Decision-Making & Scenarios:

Currently undergoing course by the Wharton School of the University of Pennsylvania on Coursera with focus on:

- Using quantitative models for making better business decisions and modelling common[2] business and financial scenarios to help solve structured complex problems.

Developed valuation models and strategies to analyze and invest in Insurance sector.

● Knowledge of Portfolio Management, Fixed Income Securities, Corporate Finance and Derivatives.[3] Adequately managed the weightage of debt and equity instruments in my portfolio. Applied technical analysis to trade in derivative options with a success rate of 60%.

● Pursuing CFA Program to help me boost my knowledge and career as a finance professional.

• Represented Parle Tilak Vidyalaya School on Inter-school level at Football organized by Mumbai School Sports Association.
• Participated in the German Cultural Student Exchange Program organized by the Goethe-Institute on behalf of M.L. Dahanukar College of Commerce.[1] The program included German and Indian students living with each other’s families for two weeks. The program was successful in offering us an insight into German culture, their educational system and values.