Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Hobbies and Interests
Timeline
Generic
Amitraj Yadmal

Amitraj Yadmal

Mumbai

Summary

Associate Process Manager, Financial enthusiast, CFA L1 candidate, I have an MMS (MBA) from MET IOM, Bandra, and am also looking to obtain a position in a thriving financial environment. I have developed a deep understanding of equity, fixed income concepts, bond math and financial products. Ready to work at equity research, industry research, investment banking, etc. Extensive experience in reporting and analyzing financial statements, calculating financial ratios, and evaluating organizational performance. . Proficient in Microsoft Office, SQL, and Power BI.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Associate Process Manager

eClerx Services
09.2023 - Current
  • Coordinated with various teams, including traders, brokers, and custodians, to confirm and finalize trades
  • Reconciled interest claims statements and maintained detailed records to support audits and compliance checks.
  • Prepared financial reports and recommendations based on analysis of market trends.
  • Led a team of analysts, providing training, guidance, and support to ensure high performance and adherence to best practices.

Financial Analyst Intern

Indian Ratings And Research - A Fitch Ratings
Mumbai
05.2022 - 07.2022
  • Engaged in research assignment assessing post pandemic macroeconomic impacts on road infrastructure sector in India
  • Developed and analyzed various financial results and performed financial statement analysis.
  • Created and maintained, up-to-date financial spreadsheets and databases for reliable reference.
  • Drafted financial reports to support credit rating procedure.

In Plant Trainee

Endress+Hauser
Aurangabad
09.2019 - 12.2019
  • Designed instrumentation and control system.
  • Gained in-depth knowledge of flow measuring instruments.

Education

MBA: Finance -

MET IOM - Mumbai
05.2024

Bachelor of Engineering: Mechanical Engineering -

D.I.E.M.S. - Aurangabad
05.2020

Skills

  • MS Office
  • Data analysis
  • Research methodology
  • Financial Management
  • DCF
  • Sales
  • SQL
  • Fixed Income Valuation
  • Financial modelling

Certification

  • 02/2023, Udemy - Complete Financial Analyst Course
  • 06/2023, Coursera - Databases and SQL for Data Science with Python from IBM
  • 05/2023, PGIM - Fixed Income Virtual Experience Program
  • 05/2023, Accenture - Data Analytics and Visualization Virtual Experience
  • 05/2023, Project Management Institute - Financial Risk Management Course
  • 05/2023, JP Morgan Chase Investment Banking Virtual Experience Program
  • 06/2023, Universita Bocconi - Private Equity and Venture Capital

Accomplishments

  • Meritorious Performance in Maharashtra Talent Search Examination - A State Level Talent Search Exam.
  • Outstanding Performance in Speed Math Contest.

Hobbies and Interests

  • Music
  • Reading
  • Practicing Meditation and Yoga

Timeline

Associate Process Manager

eClerx Services
09.2023 - Current

Financial Analyst Intern

Indian Ratings And Research - A Fitch Ratings
05.2022 - 07.2022

In Plant Trainee

Endress+Hauser
09.2019 - 12.2019

MBA: Finance -

MET IOM - Mumbai

Bachelor of Engineering: Mechanical Engineering -

D.I.E.M.S. - Aurangabad
Amitraj Yadmal