Khushi Shah
Matunga
Summary
As a highly motivated and aspiring Financial Analyst, I have recently graduated with a CFA Level 2 and I am eager to launch my career in the finance industry. I thrive in dynamic and fast-paced environments where I can apply my expertise in financial analysis and strategic decision-making.
Overview
1
1
Certification
Work History
Equity Research Analyst
Tradesta
Mumbai
06.2023 - 10.2023
- Prepared detailed reports on the equity markets and individual companies for internal use and external distribution.
- Monitored industry trends and identified potential investment opportunities.
- Reviewed analyst notes from other firms to gain insights into potential investments or divestments.
- Identified stock ideas using innovative screening tool.
- Developed financial analysis reports and presentations by applying acquired financial principles.
Education
Chartered Financial Analyst (CFA) -
CFAI
ACCA -
Bcom (Finance) -
Narsee Monjee College Of Commerce And Economics, NMIMS- Mumbai
06-2023
XII (Comm) -
Narsee Monjee College Of Commerce And Economics, HSC
04-2020
X -
Shishuvan English Medium School, ICSE
03-2018
Skills
- Ratio Analysis
- Microsoft office (Excel, Powerpoint, Word)
- Leadership
- Financial planning
- Problem Solving
- Analytical thinking
Certification
- Persuing NISM Series VIII: Equity Derivatives (Mar 2024)
- Persuing Financial Modeling and Valuation by Finladder (Jan 2024- Mar 2024)
Extra Co Curricula Activities
- Rotaract Club of NM College, 2019: Member of the social media marketing team
Interests
Hobbies: Music, Bollywood Movies, Poetry, Travel
Languages
English, Hindi, Kutchhi, Gujarati
Timeline
Equity Research Analyst
Tradesta
06.2023 - 10.2023
Chartered Financial Analyst (CFA) -
CFAI
ACCA -
Bcom (Finance) -
Narsee Monjee College Of Commerce And Economics, NMIMS- Mumbai
XII (Comm) -
Narsee Monjee College Of Commerce And Economics, HSC
X -
Shishuvan English Medium School, ICSE
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