Jeswin Porathur
Mumbai
Summary
Detail-oriented Finance Professional with nearly two years in equity advisory and derivatives. Managed substantial client portfolios while conducting market research and portfolio reviews to empower investor decisions. Skilled in technical and fundamental analysis, market tracking, and client engagement. Seeking to transition into an Equity Research or Equity Dealer role to further develop expertise and contribute to a collaborative research team.
Overview
1
1
Certification
2
2
years of professional experience
Work History
Equity & Derivatives Advisor
Motilal Oswal Financial Services Ltd.
Mumbai
07.2024 - 03.2026
- Provided equity and derivatives recommendations based on market conditions and client objectives.
- Performed technical and fundamental analysis to identify trading and investment opportunities.
- Managed investment portfolios with assets under management of approximately 20 crores.
- Guided clients in portfolio review and rebalancing strategies, enhancing long-term performance and risk management.
- Tracked corporate earnings, news flow and macroeconomic developments affecting markets.
- Collaborated with internal teams to streamline trade execution processes and elevate client service responsiveness.
- Developed and maintained strong client relationships through regular communication.
Finance Intern
Millennium Money Finance
Mumbai
01.2024 - 02.2024
- Researched investment opportunities to identify viable options for portfolio enhancement.
- Analysed stock trends to inform data-driven investment recommendations.
Education
Bachelor of Financial Markets (BFM) -
Thakur College of Science & Commerce
MumbaiSkills
- Equity Research
- Equity Dealing
- Technical Analysis
- Fundamental Analysis
- Derivative strategies
- Portfolio management
- Risk management
- Client relationship management
- Market research
Certification
- Financial Modelling
- Data Science & Business Analytics
- Stock Market Analysis
Languages
English, Hindi
First Language
Malayalam
Advanced
C1
Marathi
Intermediate
B1
Hobbies
- Adventurous Motorcycling & Road Trips
- Photography
- Travelling
- Football
- Running
Timeline
Equity & Derivatives Advisor
Motilal Oswal Financial Services Ltd.
07.2024 - 03.2026
Finance Intern
Millennium Money Finance
01.2024 - 02.2024
Bachelor of Financial Markets (BFM) -
Thakur College of Science & Commerce