Harshil Choksi
Surat
Summary
Detail-oriented and analytical professional seeking a challenging position in Research Analysis where I can apply my skills in data interpretation, critical thinking, and strategic insight to support data-driven decision-making and contribute to impactful research outcomes.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Intern (Research Analysis)
NJ Asset Management Pvt Ltd
04.2023 - 06.2023
- Eliminated companies likely to manipulate financial statements through forensic screening.
- Formulated scoring methods by studying established models like Montier and Beneish.
- Analyzed financials of over 25 NSE-listed companies for manipulation risk detection.
- Developed ratios and parameters for effective forensic accounting portfolio selection.
Deputy Manager - Institutional Business
SBI Funds Management Limited
05.2024 - Current
- Advised corporates managing over 100 Crs AUM on fixed income products.
- Provided market insights by analyzing macroeconomic trends and interest rate movements.
- Built strong relationships with institutional clients across various segments.
- Delivered customized treasury solutions to enhance client investment strategies.
- Monitored RBI policy developments to inform timely investment recommendations.
Article Assistant
ASHOK S. PARIKH & CO
03.2018 - 03.2020
- Company audits, return filing, preparing final audit reports, and financial accounting of more than 10 Institutions.
- Client interaction
Education
MBA - Banking & Finance
Symbiosis School of Banking & Finance
Pune01.2024
B.COM - undefined
D.R. Patel and R.B. Patel Commerce College
Surat01.2018
Skills
- Financial Statement Analysis
- Industry and Sectoral Analysis
- Advanced Excel
- Equity Research
- Investment Strategy
- Forensic Accounting
- Valuation Techniques (DCF, Relative)
Personal Information
Date of Birth: 07/07/97
Certification
- NISM Xlll Common Derivatives Certification, 2025
- NISM XXI-A Portfolio Management Services Certification, 2024
- NISM XV Research Analyst Certification, 2023
- NISM V-A Mutual Fund Distributor Certification, 2023
- CA - IPC - Accounting Technician (CA Finalist), 2018
Languages
English
Hindi
Gujarati
Extra Curriculars
- Member of Corporate Interface Team, Symbiosis School of Banking and Finance, 2024
- Bloomberg Market Concepts (BMC) certification, 2023
- Completed 15 hours of training workshop on Python (Basic), 2023
- Part of the Swimming, Chess, and Football teams, SSBF, 2022
- Ranked 3rd for Presentation Skills in Advanced (ICITSS) MCS course, ICAI, 2018
Timeline
Deputy Manager - Institutional Business
SBI Funds Management Limited
05.2024 - Current
Intern (Research Analysis)
NJ Asset Management Pvt Ltd
04.2023 - 06.2023
Article Assistant
ASHOK S. PARIKH & CO
03.2018 - 03.2020
MBA - Banking & Finance
Symbiosis School of Banking & Finance
B.COM - undefined
D.R. Patel and R.B. Patel Commerce College