Aseem Agrawal
Mumbai
Summary
Experienced finance professional with 7+ years of experience in Sales & Trading, Risk Management and Stakeholder Management. Have worked in globally renowned firms like Morgan Stanley, Jefferies and Credit Suisse.
Overview
7
7
years of professional experience
Work History
Associate Vice President
Kotak Securities (Institutional Equities)
Mumbai
02.2024 - Current
- Sales Trading for some of the biggest Hedge funds and Proprietary Trading Desks (all Foreign Institutional Desks) trading in Indian Equity Derivatives Market. We at Kotak have the biggest sales desk with volumes twice that of the second largest player in the market.
- Recommending directional and non directional trading strategies to institutional clients looking at the fundamentals (of both single stocks and indices). The strategies we recommend are directional and arbitrage (stock future, index arbitrage, delta neutral options strategies)
- On options Front, recommending event based volatility based trading strategies, mostly around major events such as election results, Union budget, and fundamental triggers resulting in alpha generating option trades, among others.
- Recommending trading strategies based on corporate actions, special situations (viz. mergers / demergers), index rebalancing (MSCI in particular), fundamental triggers viz. corporate earnings, delivery data, options and futures positioning data
- Managing pnl for the client positions
- Automating day to day processes using Excel VBA
Assistant Vice President
Jefferies
Mumbai
07.2021 - 01.2024
- Worked as a Derivatives Trader (Sell Side) at Jefferies Group in their India Front Office
- Managed Institutional Client Trades for the desk, our client base included some of the biggest Hedge Funds, Mutual Funds, PMS funds, Institutional Long Short Funds Based in India and South East Asia, with trading volumes we managed going upto few hundred Millions USD a day
- Managed relations with 25+ institutional clients, providing them with Market Color, Deep Market Insights, Insights on market flows and Alpha generating Trading Ideas to extra business over and above the revenue numbers contributed by the Sales Team
- Delivered more than 60% YoY growth in revenue numbers (for Yr 2021-22) and 50 % YoY growth for FY 2022-23 for the Derivatives Desk with some of my clients generating as much as 20% returns in a span of 4 months from the Alpha producing trade ideas pitched to them
- Building tools on MS Excel and VBA to make the BAU processes more accurate and time efficient .
Senior Associate
Morgan Stanley
Mumbai
12.2018 - 06.2021
- I was working as a desk analyst at the Structures Notes Trading Desk at Morgan Stanley, based out of London
- Undertaking various options pricing, greeks analysis, volatility trading, hedging, and option trading strategies
- Monitoring the price, and determination of reoffer of securitized notes for execution using the Hull White and SLV model
- Monitoring daily fixings for traded products using tools created on MS Excel and VBA
- Building tools for stock index rebalancing on which the financial products were traded, using Python programming language
Credit Risk Analyst
Credit Suisse
Mumbai
05.2017 - 11.2018
- Working in the methodology team of Scenario Analysis and Stress Testing team from credit risk perspective
- Specifically worked on Country Risk measurement and CCP Default fund measurement frameworks
- Preparation of quarterly and monthly risk reports using SQL and VBA
Education
Master of Business Administration - Finance
Indian Institute of Foreign Trade
New Delhi04.2017
Bachelor of Technology - Engineering
Indian Institute of Technology (BHU)
Varanasi, Uttar Pradesh06.2014
Skills
- Trading Cash Equities, Futures and Options in live market
- Bloomberg Terminal
- Financial Derivatives and Risk Management
- Microsoft Excel and Powerpoint
- Visual Basics for Applications (VBA)
- Python Programming Language
- Stakeholder Management
- PnL Management
Timeline
Associate Vice President
Kotak Securities (Institutional Equities)
02.2024 - Current
Assistant Vice President
Jefferies
07.2021 - 01.2024
Senior Associate
Morgan Stanley
12.2018 - 06.2021
Credit Risk Analyst
Credit Suisse
05.2017 - 11.2018
Master of Business Administration - Finance
Indian Institute of Foreign Trade
Bachelor of Technology - Engineering
Indian Institute of Technology (BHU)
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