Summary
Overview
Work History
Education
Skills
Languages
Awards
Websites
Affiliations
Timeline
Generic
HARSH PAREKH

HARSH PAREKH

Mumbai

Summary

Aiming for roles specializing in Technical and Derivatives Analysis

Acquiring skills in algorithmic trading and Python coding

Demonstrated success in financial services, specializing in Finance and Equity Research.

Strong analytical skills and ability to drive data-informed decisions.

Committed to delivering impactful results in fast-paced environments.

Overview

7
7
years of professional experience

Work History

Senior Manager- Technical Analysis

BAJAJ BROKING
Mumbai
05.2024 - Current
  • Managed morning conference calls with dealers and relationship managers, offering guidance on daily market trends.
  • Compiled morning reports for both institutional and retail clientele.
  • Engaged with clients and RMs through emails and phone calls to address stock inquiries.
  • Presented research calls analyzing indices and stocks based on different technical methodologies.
  • Produced essential spreadsheets like CPR and FII daily long-short positioning to gauge market direction effectively.
  • Conducted educational webinars and seminars for RMs, dealers, and clients covering various technical analysis subjects.

Equity Research Analyst- Technical

FLUTE AURA ENTERPRISES (Family Office)
Mumbai
06.2023 - 05.2024
  • Generated technical swing, intraday, and long-term cash and derivative calls.
  • Delivered returns exceeding expectations by managing corpus of 1 crore
  • Prepared daily dashboards reflecting various asset classes and FII long-short positioning.
  • Provided Nifty and Bank Nifty levels each morning to indicate market trading ranges.
  • Compiled trade sheets documenting all trades based on recommendations and tracked open calls.

Equity Research Analyst- Technical

SMC GLOBAL SECURITIES LTD
Mumbai
05.2022 - 06.2023
  • Generated Technical Swing, short-term, and long-term cash calls for Nifty 200 Universe.
  • Provided insights on multiple asset classes to enhance decision-making.
  • Prepared detailed weekly research reports with market outlook and daily updates.
  • Accompanied sales team in client meetings to address queries and deliver insights.

Equity Research Analyst- Technical

BONANZA PORTFOLIO LTD
Mumbai
07.2021 - 05.2022
  • Executed technical calls for intraday, swing, short-term, and long-term trades on stocks and indices.
  • Conceived trading strategies leveraging insights from technical calls.
  • Authored in-depth research reports outlining market outlooks and actionable recommendations daily and weekly.
  • Released closing market commentaries featured in several print publications.

Equity Research Associate/Executive- PMS

FINNOVATE FINANCIAL SERVICES PVT LTD
Mumbai
06.2019 - 07.2021
  • Monitored and analyzed existing portfolios to prepare comprehensive reports.
  • Restructured and allocated portfolios based on strategic recommendations.
  • Developed financial models in collaboration with lead analyst.
  • Prepared model portfolios and conducted thorough tracking of performance.
  • Participated in client review meetings to provide stock advisory services.

Equity Research Intern

NIRMAL BANG SECURITIES PVT LTD
Mumbai
07.2018 - 09.2018
  • Initiated a coverage report on Ashok Leyland.
  • Updated first quarter financial results of various companies & attended Conference calls for the same.

Education

Chartered Market Technician Association
USA
12-2022

MBA - Global Financial Markets

Bombay Stock Exchange Institute Limited
Mumbai
05-2019

The Institute Of Chartered Accountants of India
Mumbai
11-2014

Bachelor of Commerce - Financial Accounting & Auditing

Nagindas Khandwala College, Mumbai University
Mumbai
03.2014

H.S.C -

The B.S.G.D Junior College of Commerce, Arts & Science
Mumbai
02.2011

S.S.C -

St Joseph’s High School
Mumbai
03.2009

Series XV- Research Analyst -

National Institute of Securities Market (NISM)
Mumbai
06-2024

Skills

  • Microsoft Office Suite
  • TradingView
  • Spider
  • Bloomberg
  • Falcon
  • Chartink

Languages

English
Advanced (C1)
C1
Hindi
Upper Intermediate (B2)
B2
Marathi
Upper Intermediate (B2)
B2
Gujarati
Upper Intermediate (B2)
B2

Awards

Stock Torero – Tame the Bull, Awarded for my contribution as a Market maker in the Inter College national mock Stock event – 2017 organized by BSE institute.

Affiliations

  • Learning to Play the Guitar
  • Avid Music Enthusiast
  • Active Cricket & Chess Player
  • Exploring the World of Astrology

Timeline

Senior Manager- Technical Analysis

BAJAJ BROKING
05.2024 - Current

Equity Research Analyst- Technical

FLUTE AURA ENTERPRISES (Family Office)
06.2023 - 05.2024

Equity Research Analyst- Technical

SMC GLOBAL SECURITIES LTD
05.2022 - 06.2023

Equity Research Analyst- Technical

BONANZA PORTFOLIO LTD
07.2021 - 05.2022

Equity Research Associate/Executive- PMS

FINNOVATE FINANCIAL SERVICES PVT LTD
06.2019 - 07.2021

Equity Research Intern

NIRMAL BANG SECURITIES PVT LTD
07.2018 - 09.2018

Chartered Market Technician Association

MBA - Global Financial Markets

Bombay Stock Exchange Institute Limited

The Institute Of Chartered Accountants of India

Bachelor of Commerce - Financial Accounting & Auditing

Nagindas Khandwala College, Mumbai University

H.S.C -

The B.S.G.D Junior College of Commerce, Arts & Science

S.S.C -

St Joseph’s High School

Series XV- Research Analyst -

National Institute of Securities Market (NISM)

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