Summary
Work History
Education
Skills
INDUSTRY EXPOSURE
Affiliations
Timeline
OperationsManager
Jasraj Singh Kalra

Jasraj Singh Kalra

Ludhiana

Summary

Finance and Investment professional with a clear understanding of investment strategies, including a commendable performance in CFA Level 1. Graduated from Christ University with hands-on experience in financial analysis, portfolio management, and leadership roles. Adept at utilizing SAP and Microsoft Excel to streamline financial operations and enhance decision-making. Proactively seeks to apply analytical and problem-solving skills in a dynamic team environment.

Work History

Senior Associate

Manipal Hospitals
Delhi
07.2023 - 10.2023

At Manipal Hospitals, as a Senior Associate, I led the billing department to streamline processes and improve financial accuracy. I provided guidance to junior associates and ensured the integrity of cash and credit card reports through proficient use of SAP. I audited the daily and monthly cash flows and the credit card transactions.

Education

CFA Level 1 -

CFA INSTITUTE
01-2024

B.com Hons. - Finance And Investment

Christ University
Bangalore
01-2023

CISI Level 1 - Introduction To Securities And Investment -

CISI
01-2023

Class12th -

Sacred Heart Convent School
Ludhiana, Punjab
01-2020

Class 10th -

Sacred Heart Convent School
Ludhiana , Punjab
01-2018

Skills

  • Investment Management
  • Portfolio Management
  • Financial Analysis
  • Trading Strategies
  • SAP
  • Microsoft Excel
  • Team Leadership

INDUSTRY EXPOSURE

Prabhu Securities (Financial Market Intern)                            

November 2023- July 2024

During the Financial Market Internship at Prabhu Securities, gained hands-on experience in equity trading, technical and fundamental analysis, and developed effective option trading strategies, enhancing my analytical skills and market understanding.

Juelle Retail Pvt. Ltd. (summer internship)                                           

June 2022- July 2022

Contributed to Juelle Retail Pvt. Ltd. by analyzing competitor spending, studying trade behaviors, and assessing the company’s cash flow, which offered insights into strategic financial planning.

Numeric Education Pvt. Ltd. (Part-time experience in start-up)    

August 2021-22

At Numeric Education Pvt. Ltd., successfully managed financial pricing models, led the graphic design team, contributed to content creation  and future planning of different phases of the business , demonstrating versatility and leadership in a startup environment.

Affiliations

Finalist in the mock stock competition

Entrepreneurship competition

Member of wall street society (technical analysis)

Part of debating society

Student Welfare Office (SWO) Member

Centre of Social Action (CSA) Member

Option Trading Course

Practical Applications of Banking Course

Timeline

Senior Associate

Manipal Hospitals
07.2023 - 10.2023

CFA Level 1 -

CFA INSTITUTE

B.com Hons. - Finance And Investment

Christ University

CISI Level 1 - Introduction To Securities And Investment -

CISI

Class12th -

Sacred Heart Convent School

Class 10th -

Sacred Heart Convent School
Jasraj Singh Kalra