Aniket Poddar
Summary
Equity research and portfolio management specialist with a strong analytical background. Proven ability to make data-driven decisions and solve complex problems. Dedicated to creating effective financial strategies that enhance investment performance.
Overview
2
2
years of professional experience
4
4
Certifications
Work History
Associate
Enactus, Delhi College of Arts and Commerce
09.2023 - 08.2024
- Coordinated events to promote social entrepreneurship initiatives within the college community.
- Managed outreach efforts to raise awareness about Enactus programs and projects.
- Supported fundraising activities by creating promotional materials and presentations.
- Managed relationships between project stakeholders and internal departments.
- Analysed the effectiveness of current strategies by tracking metrics such as the impact created within the community, and the improvement in the problems earlier faced by them.
- Developed and maintained relationships with clients and vendors.
Fundraising Volunteer
Muskurahat Foundation
Mumbai
10.2023 - 11.2023
- Collaborated with team members to brainstorm innovative fundraising ideas and strategies.
- Connected with donors via phone, email and in-person interactions.
- Attended team meetings to share ideas and contribute to fundraising strategies.
- Assisted in the development of fundraising strategies to increase donations.
Investment Experience
Self-Managed
-
05.2024 - Current
- Conducted fundamental analysis of financial statements, ratios, and evaluation techniques to inform investment decisions.
- Managed self-directed equity portfolio specializing in Indian equities, optimizing investment strategies.
- Maintained comprehensive investment notes and conducted post-investment reviews to assess outcomes and refine strategies.
Education
Secondary School Certificate - Matriculation
Dhanbad Public School, Govindpur
Dhanbad, Jharkhand05-2021
Higher Secondary Certificate - Commerce
Rajkamal Saraswati Vidya Mandir
Dhanbad, Jharkhand05-2023
Bachelor of Commerce - Accounting
Delhi College of Arts And Commerce
New Delhi, India06-2026
Skills
- Fundraising strategy
- Metrics analysis
- Customer relationship management
- Community outreach
- Effective communication
- Creative problem solving
- Data-driven decision making
- Equity research and financial analysis
- Derivatives trading and portfolio management
- Economic forecasting and capital markets
- Data analysis
Certification
Leadership Skills, Indian Institute of Management, Ahmedabad, Aug. 25, 2024.
Timeline
Investment Experience
Self-Managed
05.2024 - Current
Fundraising Volunteer
Muskurahat Foundation
10.2023 - 11.2023
Associate
Enactus, Delhi College of Arts and Commerce
09.2023 - 08.2024
Secondary School Certificate - Matriculation
Dhanbad Public School, Govindpur
Higher Secondary Certificate - Commerce
Rajkamal Saraswati Vidya Mandir
Bachelor of Commerce - Accounting
Delhi College of Arts And Commerce