Ankur Kossambe

"Numbers don’t have to be boring, and neither do your investments! I’m Ankur Kossambe, a financial analyst and investment researcher with a knack for simplifying the complicated world of finance. With expertise in market analysis, portfolio management, and risk strategies, I’m here to help you make smart, informed decisions while keeping things fun. Whether I’m analyzing trends, advising clients on mutual funds, or breaking down complex financial concepts for my audience, I ensure you’re always one step ahead. Let’s work together to unlock the full potential of your financial future!"

Bank of America Investment Banking virtual experience program on Forage - February 2025

• Identified an ideal acquisition target for a client based on a SWOT analysis and assessment of their strategic criteria.
• Constructed a DCF model to calculate the implied equity and share value of the acquisition target.
• Completed a sensitivity analysis to illustrate how the target’s valuation would change as variables change.
• Created a company profile summarizing all key information about the target.

Fidelity International Investment Management Job Simulation on Forage - February 2025

• Completed a simulation focused on optimizing a Fidelity International investment portfolio and evaluating potential stock and fixed income opportunities.
• Applied analytical skills to optimize a managed investment portfolio and provide actionable suggestions for improvement.
• Evaluated publicly listed stocks and fixed income opportunities through SWOT and relative valuation analysis and effectively communicated findings.
• Utilized quantitative techniques like Sharpe Ratio and Excel's Solver function for optimal asset allocation.
• Translated key market observations into actionable ideas for Sales & Marketing strategies.

Standard Chartered Banking and Coverage Job Simulation on Forage - February 2025

• Completed a job simulation conducting an annual credit review for a hypothetical sustainable drinkware manufacturer seeking a loan to expand its sustainability initiatives.
• Conducted comprehensive quantitative and qualitative credit assessment, including market trend analysis, to holistically evaluate the client's creditworthiness.
• Communicated a summary of key insights in a clear presentation to the credit officer.

HSBC Wealth and Personal Banking Job Simulation on Forage - February 2025

• Completed a simulation focused on working with and advising high-net-worth clients
• Gathered a client's key investment objectives, risk appetite, investment restrictions, and other relevant information to recommend investment solutions
• Offered a bespoke investment recommendation based on a client's unique investor profile