Accomplished investment analyst committed to helping small businesses achieve financial success. Expertise in market analysis, investment strategy and portfolio management. Detail-oriented and tech-savvy professional.
Hi, I’m
LAKSHYA KALRA
Investment Analyst
Mumbai
Summary
Overview
4
years of professional experience
1
Certification
3
Languages
Work History
Pahartah.LLPDharamshala
Investment Analyst
06.2020 - 01.2024
Job overview
- Managed projects and functioned as primary liaison between the client and multiple internal groups to clarify goals and meet standards and deadlines
- Identified and communicated with key stakeholders
- Liaised between various business departments and groups
- Assessed options for process improvement, including business process modelling
- Gathered, reviewed and analyzed business and industry data, including KPIs, financial reports and other key metrics using data analytics tools
- Maintained documentation regarding various projects, processes and operations
- Collaborated with project managers and cross-functional teams.
- Participated actively in client meetings by presenting insightful findings that informed strategic decision-making processes.
- Increased client satisfaction by providing tailored investment advice and strategies.
- Improved information flow within the team by implementing an effective communication strategy for sharing market insights and updates.
- Supported clients during challenging market conditions by offering sound advice backed up by rigorous due diligence processes.
- Raised money to complete business development projects such as mergers and company purchases.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Evaluated performance of existing investments and adjusted accordingly.
Mansukh Securities and Finance LtdMumbai
Derivatives Analyst
11.2019 - 02.2020
Job overview
- Involved in supporting marketers in their efforts to market Derivatives products
- Obtained comprehensive understanding of the operational process lifecycle of Listed Derivatives by interacting with traders and clients
- Assisted in the drafting, reviewing and negotiation of confirmations covering structured equity derivative transactions and those of other asset classes
- Ensured confirmations are drafted, dispatched and executed in accordance with procedures, standing orders and regulatory guidelines.
- Increased profitability from hedging strategies designed using advanced simulation techniques.
- Assisted clients with collateral management processes to reduce credit exposure and minimize disputes over margin calls.
- Improved trading strategies by conducting in-depth market research and analysis of macroeconomic trends.
Education
ITM Business SchoolMumbai, India
PGDM - Financial Markets from Financial Markets
06.2018 - 3 2020
University Overview
University of RajasthanJaipur, India
B Com from Commerce
06.2015 - 4 2018
University Overview
Skills
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Personal Information
Personal Information
- Date of Birth: 02/06/1998
- Nationality: Indian
Projects
Projects
Derivative Trading, Stock market trading in various different market segment and earned a decent amount in swing derivative trading, 02/01/2021, 05/31/2021Certification
CMT - Chartered Market Technician
Timeline
Investment Analyst
Pahartah.LLP
06.2020 - 01.2024
Derivatives Analyst
Mansukh Securities and Finance Ltd
11.2019 - 02.2020
ITM Business School
PGDM - Financial Markets from Financial Markets
06.2018 - 3 2020
University of Rajasthan
B Com from Commerce
06.2015 - 4 2018
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