Summary
Overview
Work History
Education
Skills
Timeline
Generic

Harshit Arora

Navi Mumbai

Summary

A CFA Level 2 Cleared and Analyst working in Credit Risk Analysis and Valuation of Commercial Real Estate Properties. 2+ years of experience in Structured Finance, Investment research, Financial Analysis and Equity Research. Have a strong base in secondary research and knowledge across different asset class. Result-driven, team player, and ability to adapt to fast-moving changes.

Overview

9
9
years of professional experience
2036
2036
years of post-secondary education

Work History

Credit Analyst

Morningstar India Pvt Ltd.
02.2024 - Current
  • Responsible for analyzing the credit risk associated with the commercial mortgage-backed securities (CMBS) post securitization and prepare reports upon the pool of loans traded in the secondary market
  • Utilized a quantitative approach (DSCR, LTV, Debt yield, Cash flow analysis) and a qualitative approach (Macro and Micro risk factors) to analyze the risky assets
  • Applied Discounted Cash Flow Analysis and Income Approach Valuation to understand the risk exposure of different property types
  • Newsflash: Sourced Commercial Real Estate news from prominent US news channels for investors on a daily basis
  • Morningstar Credit Chronicle: A newsletter covering the Commercial Real Estate sector's top three stories published every other week

Analyst - Investment Research

AXA Business Services Private Ltd
02.2022 - 01.2024
  • Ensuring data availability on all invested CLO securities by coordinating with various stakeholders and Investment banks and ensuring to update portfolio data base.
  • Tracking and recalculating coupons and amortization generated in various CDO’s monthly.
  • Tracking for defaulted underlying collateral loans in CLO’s and update the appropriate recovery rate
    provided by rating agencies.
  • Prepare monthly data sheets for all AXA entities regarding purchase, sale and amortization of deals.
  • Monthly reporting to our partners (AXA IM) regarding ad hock requests, series of weekly transactions.
  • Coordinating/Analyzing prices of transactions from investment banks, challenging them based on our internal valuation matrix.
  • Pricing deals internally on monthly basis.
    Prepare reports regarding various warehouse deals on weekly basis.
  • Check for European and U.S risk retention details for all invested ABS and CDO securities through
    monthly reports and coordinating with the Investment banks.
  • Perform scorecard due diligence on ABS deals

Trader / Analyst

Self Employment
02.2021 - 01.2022
  • Implementing chart related strategies on Indian equities over intraday and weekly basis
  • Analyzing currency pairs, finding patterns between different pairs and deploying them on daily basis
  • Traded on over $50k prop firm account adhering to strict risk management parameters
  • Worked with mid-sized clients to rebalance their portfolio depending on market situations

Research Analyst

Seriate Capital
01.2020 - 01.2021
  • Suggested and rebalanced mutual fund to existing clients based on their current scenario.
  • Ensuring full support in mutual fund portfolio reviews and adjust strategies as needed to align with clients changing needs.
  • To pursue new business opportunities and expand existing client base.
  • Analysed and implemented strategies in futures market with main aim concerning to risk reward
    optimization.
  • Data crunching based on different fixed variables to maximize and minimize profit ratio and drawdown
    respectively.
  • Prepared technical reports on international equities, Indian equities mainly for intraday trades and weekly picks.
  • Provided daily news and EOD analysis reports to senior analyst.
  • Attending client management meetings, observing discrepancies and modifying the approach which
    suits a particular client

Equity Research Intern

Vallum Capital Advisors
08.2018 - 05.2019
  • Responsible on developing and researching International Investment thesis for ultra HNI clients
  • Helped the team with data mining, analysis of Indian equities
  • Responsible for researching on value based investing, ESG and maintaining content regarding the same
  • Pitching the research to senior management and actively taking part in decision making discussions
  • Responsible for maintaining focus on trend of Gold prices, Central bank activities regarding the same

Summer Intern

Vallum Capital Advisors
01.2016 - 05.2016
  • Assisting a four-member investment team for advising clients about the investment opportunities
  • Conducted industry research on Mutual Funds and PMS (Portfolio Management Services)
  • Forecasted future growth of the Mutual fund industry as a whole depending on assumptions taken through interpolating the outcome of Mutual Fund V/s PMS project

Education

CFA Level 2 Cleared -

CFA Institute

Bachelor of Commerce -

Himalayan University
04.2001 - 12.2017

Skills

  • Industry Research & Analysis

  • Trend Analysis (Chart Specific)

  • Experience with Database (Intex, Ace Equity, Bloomberg)

  • Equity Research

  • Proficiency in MS Excel & PowerPoint

Timeline

Credit Analyst

Morningstar India Pvt Ltd.
02.2024 - Current

Analyst - Investment Research

AXA Business Services Private Ltd
02.2022 - 01.2024

Trader / Analyst

Self Employment
02.2021 - 01.2022

Research Analyst

Seriate Capital
01.2020 - 01.2021

Equity Research Intern

Vallum Capital Advisors
08.2018 - 05.2019

Summer Intern

Vallum Capital Advisors
01.2016 - 05.2016

Bachelor of Commerce -

Himalayan University
04.2001 - 12.2017

CFA Level 2 Cleared -

CFA Institute

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