Amruta Shinde
Thane
Summary
CAREER SYNOPSIS: Commerce graduate with nearly 3 years of work experience in Client Management Operations (CLM OPS) and in teaching. Good skills in database management, Business Writing and Client management. Additional qualification in IB, knowledge of AML and KYC . Seeking a Derivatives/ commodity Analyst/trader position that will benefit from a strong background in finance or investment analysis. STRENGTHS: Ability to work effectively under deadline pressure in fast-paced environment Analytical skills. Self-starter and self confident. Grasping power with ability to learn new skills quickly and effectively. Ability to multitask, handle changing priorities quickly and work effectively under timeframe pressure Attention to detail proven experience of delivering high levels of accuracy Willing to work flexible hours. Time Management and understanding the priority of the work to deliver on deadlines.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Equity and derivatives Research Analyst
Central Finance and Investments
Ulhasnagar, Thane, Maharashtra
04.2024 - Current
- Conduct in-depth research and analysis on equity stocks, stock options, index options, futures, and derivatives.
- Understand and apply option Greeks in market analysis and investment decision-making.
- Analyze financial statements, company filings, and market data to assess company performance and industry trends.
- Provide detailed fundamental and technical analysis to inform investment strategies.
- Monitor and interpret market trends, macroeconomic factors, and regulatory changes.
- Offer investment advice based on comprehensive research, leading to significant client profits, including doubling returns in index options.
- Track and analyze news, events, and developments related to portfolio companies and industries.
- Stay updated with market developments and provide timely updates and insights to clients.
- Support the investment team by conducting thorough research and providing actionable recommendations.
Trainer
UR Stock Trading Institute
11.2023 - 03.2024
- To be the SME (Subject Matter Expert) in the respective function for any queries and clarifications.
- Solving students' queries related to the share Market, Performance monitoring of students
- Teaching fundamental and technical analysis for the stock market offline and online
- Mentorship- Guiding students to take proper trades and helping them with execution in live market sessions (Options & Equity) and Keeping updated on Market Trends.
- Helped students to diversify portfolios and reviewed existing portfolios.
- Phycology building and taking care that students are using a proper risk-to-reward ratio.
- Excellent communication and presentation skills to both technical and non-technical audiences.
- Strong leadership and interpersonal skills to manage and mentor individuals and teams by providing Personalized Guidance.
- Created interactive and engaging training materials and programs for individuals & groups, both in-person and through online platforms.
- Worked closely with other trainers, analysts, and market experts to enhance training programs and incorporate diverse perspectives.
- Taking interviews of new faculty recruits.
- Handling Kalyan and Dadar Branch of the institute, ensuring that BAU is processed and no TAT is missed.
- Created educational video content relating to trading for the social media platform of the institute. I have written the scripts and performed in these videos, sharing valuable insights about trading. This content is available on Instagram @urstocktrading and also on their YouTube channel.
Independent Trader
Trading
08.2021 - 10.2023
- Focused on long-term success by constantly refining trading approaches based on lessons learned from past experiences.
- Developed strong relationships with industry professionals to gain insight into market trends and opportunities.
- Managed risk effectively with thorough research and analysis of market trends.
- Conducted comprehensive fundamental analysis for informed investment decisions in the stock market.
- Price Action Analysis.
- Dow Theory And Elliot Wave Theory
- In depth knowledge of Future and Options.
- Fibonacci Retracement & Extension Theory
- Trading Psychology And Risk Management
Junior Associate
BNP Paribas ISPL
08.2015 - 02.2018
- Conducting weekly meetings with the team for regular communication, eliciting issues, concerns, etc
- Preparing checklist on daily, weekly and monthly team reports for capturing the counts of the BAU work done by the team
- Maintaining client data in all core referential systems such as CRDS, Atlas 2, Sign+, Prime brokerage etc
- And ensuring client data quality to maintain as per the SLA
- To be the SME (Subject Matter Expert) in the respective function for any queries and clarifications
- Handling Project from various regions and delivering the same on deadlines
- To collect clients relevant signatures and upload or updating them in the core banking system SIGN + for facilitating the remittance
- To create different currency accounts for the client for cross border trade in the different trading systems based on the product
- Maintaining filing/archival/retrieval of customer records to meet standard turnaround time in event of investigation requests by client, regulators and auditors ensuring no backlog at any time
- Reviewing & Screening of documents received for Name change, address, entity activity etc
- And updating the same in the relevant systems
- Solving client queries related to Static
- To monitor dormant accounts and liaise with RM on actions to be taken
- To contribute to the implementation of permanent control policies and procedures in day-to-day business activities
- Co-ordinating with the different departments such as KYC Team, Compliance Team etc
- To participate in projects/ system changes/ UAT/ new system implementation when required
- Ensuring that BAU is processed as per SLAs and no TAT missed, Price Action Analysis
- Reconciling the data for that by going through various documents like annual reports, factsheets, SEC documents, companies official websites & research reports understanding the companies business and reconciling the data.
Education
B. Com -
Mumbai University
Mumbai2011
Skills
Technical Skills
- Operating Systems
- Microsoft Windows (XP/03/Vista/7)
- MS Office (Word, Excel, Power Point) and Internet Applications
Others
- Public Speaking
- Equity and derivative trading
- Learning Algo trading
- Relationship Building
- Strong analytical skills
- Trading strategy development
- Derivatives Trading Knowledge
- Fundamental analysis proficiency
- Commodity markets understanding
- Market trend identification
- Technical analysis
References
References: Available on request
Languages
Certification
● Investment Banking Operations Professional
Securities and Derivatives
End to end Trade life cycle of Listed and OTC products
Functioning of Clearing and Settlement systems
Risk Management
● Basic knowledge in financial modeling, ratio, derivatives trading.
● Certified Executive program in Algorithmic trading.
● Cleared NISM VIII Equity derivatives module.
● Cleared NISM XV Research Analyst module.
Additional Information
- Learning algo trading from quantinsti institute
Timeline
Equity and derivatives Research Analyst
Central Finance and Investments
04.2024 - Current
Trainer
UR Stock Trading Institute
11.2023 - 03.2024
Independent Trader
Trading
08.2021 - 10.2023
Junior Associate
BNP Paribas ISPL
08.2015 - 02.2018
B. Com -
Mumbai University
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