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
Derivatives Analysis
Investment strategies
Wealth Management
Financial statement analysis
Private Equity Analysis
Hedge fund strategies
Investor Presentations
Alternative Investments
Fixed Income Analysis
Analytical Thinking
Verbal and written communication
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