HARSHAD BHAGWAN
Mumbai
Summary
Dynamic P&L Analyst at Citco with expertise in Bloomberg and financial modeling. Proven track record in enhancing client reporting and identifying investment opportunities. Strong analytical skills complemented by effective collaboration with cross-functional teams. Adept at valuation methods and equity research, driving strategic decision-making for diverse client portfolios.
Overview
2
2
years of professional experience
Work History
P&L Analyst
Citco
10.2024 - Current
- Conducted daily valuation for over 50 funds, including exotic options and swaps.
- Utilized Bloomberg for accurate assessment of client positions.
- Valued hedge fund portfolio holdings to support strategic decision-making.
- Analyzed hedge fund performance metrics to enhance client reporting.
- Prepared performance reports tailored to client requirements.
- Collaborated with cross-functional teams to identify process improvements.
- Identified investment opportunities across diverse client portfolios.
Junior Research Analyst and Trade Executive
Visolitech Investment Advisors
10.2023 - 10.2024
- Facilitated conference calls and meetings with analysts and management to drive collaboration.
- Assisted senior analysts in developing comprehensive equity research reports.
- Built strategies based on listed derivative products, enhancing trading effectiveness.
- Conducted backtesting and testing of various derivative strategies for optimization.
- Created intraday and short-term trading strategies to improve investment outcomes.
- Executed timely trades for over 200 clients, ensuring accurate order fulfillment.
- Performed fundamental and technical research to support investment decisions.
- Monitored news flow to assess potential impacts on covered companies and sectors.
Equity Research Analyst (Intern)
Profit Idea
12.2020 - 04.2021
- Evaluated financial and operational performance of companies facing financial difficulties to determine possible remedies.
- Maintained up-to-date knowledge of regulations affecting securities markets.
- Created detailed technical reports highlighting findings to diverse stakeholders.
Education
CFA LEVEL II Passed - Finance
CFA Institute
USABachelor of Vocational in Financial Markets And Services - Finance
Ramniranjan Jhunjhunwala College
Mumbai04.2023
Skills
- Bloomberg expertise
- Financial modeling and forecasting
- Ratio analysis
- Valuation methods
- Company research
- Equity research
Hobbies and Interests
- Reading (Morgan Housel, Nassim Taleb Books)
- Movies (Christopher Nolan)
- TV Shows (Rick and Morty)
Timeline
P&L Analyst
Citco
10.2024 - Current
Junior Research Analyst and Trade Executive
Visolitech Investment Advisors
10.2023 - 10.2024
Equity Research Analyst (Intern)
Profit Idea
12.2020 - 04.2021
CFA LEVEL II Passed - Finance
CFA Institute
Bachelor of Vocational in Financial Markets And Services - Finance
Ramniranjan Jhunjhunwala College
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