Lokesh Agarwal
Hyderabad
Summary
Desirous of making a career in Equity Research & Portfolio Management by combining them to make a robust risk management financial models and data analysis structure in a challenging organization to utilize my knowledge in financial risk analysis, forecasting and reporting using mathematical and quantitative skills. Currently working as an EM Research associate in UBS and helping Economist and Strategist by providing various research on macro-economic and FX data.
Overview
7
7
years of professional experience
1
1
Certification
Work History
EM Strategist
UBS Business Solutions India
Hyderabad
01.2023 - Current
- Coordinated a team of research assistants to ensure timely completion of research tasks
- Developed a research database to store and organize data from the research project
- Helped Analyst by providing various Econometric Models for macro-economic research
- Designed experiments and conducted laboratory tests to explore research hypotheses
- Analyzed quantitative and qualitative data to draw conclusions and inform decision-making.
- Worked on a project for Mr. Rishi Sunak on EU economy data.
EM Strategist
Goldman Sachs
Bengaluru
03.2020 - 12.2022
- Developed and implemented strategies to optimize client experience.
- Made 45 econometrics models for showing relationship between macro economics and stock markets of 22 EM countries.
- Led cross-functional teams in brainstorming sessions to develop innovative solutions.
- Prepared reports outlining findings from data analysis efforts.
Financial Analyst
Invesco
Pune
02.2018 - 01.2020
- Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards.
- Identified discrepancies in financial data and recommended corrective actions to resolve them.
- Prepared detailed reports on financial status of clients' investments.
- Conducted research into industry-specific market conditions and competitor analysis.
- Provided guidance on investment decisions based on current economic trends and forecasts.
Articleship Trainee
Deloitte
Pune
06.2017 - 11.2017
- Developed processes to ensure accuracy of financial records and timely reporting of information.
- Conducted risk assessments to identify potential areas of fraud or non-compliance.
- Reviewed and evaluated internal control systems, financial records, and accounting systems to ensure accuracy of information.
Education
Certified Credit Risk Analyst -
AIWMI
10.2020
Certified Investment Risk Analyst -
AWIMI
10.2020
Certified Derivatives Trader -
AIWMI
10.2020
CMSA - Capital Markets & Security Analysis
CFI
Canada07-2020
B.Com -
Kanpur University
03.2018
IPCC -
ICAI
11.2017
12th Class -
St. Mary's Junior College
04.2015
High School Diploma -
Rishi Public School
03.2013
All Parts Cleared -
CFA Institute (USA)
All Levels Cleared -
GARP Institute (USA)
Cleared 4 Papers - Mathematics & Risk Modeling
Acturial Science
UKSkills
- Ability to Work Under Pressure
- Attention to Detail
- Highly Organized
- MS-Excel
- Python
- Econometrics
- Research and Analysis
- Sector & Industry Analysis
- Equity Research Analysis
- Project Management
- Research Planning
- Making Investment Recommendations
- Identifying Opportunities
Extracurricular Activities
Other than the academic books I have covered following books to enhance my skills and knowledge in financial mathematics: 1. Mathematics of Investment Banking by Frank J. Fabozzi 2. Carol Alexander's Market Analysis Series - a. Market Risk Analysis b. Practical Financial Econometrics c. Pricing, Hedging & Trading Financial Instruments d. Value-at-Risk Models 3. Financial Derivatives - Pricing, Applications & Mathematics by Jamil Baz & George Chacko
Hobbies and Interests
- Snooker
- Chess
- Reading
- Writing
- Travelling
Languages
Hindi
First Language
English
Proficient (C2)
C2
English
Proficient (C2)
C2
Accomplishments
- Published a book "Until The Morning" which is a compilation of my poems.
- Was part of an anthology, "Lockdown Blues".
Certification
- Mastering FX Modeling (Udemy)
- Value Investing (Udemy)
- The Financial Analyst (Udemy)
- Investing in Stocks (Udemy)
- Python for Finance (Udemy)
Timeline
EM Strategist
UBS Business Solutions India
01.2023 - Current
EM Strategist
Goldman Sachs
03.2020 - 12.2022
Financial Analyst
Invesco
02.2018 - 01.2020
Articleship Trainee
Deloitte
06.2017 - 11.2017
Certified Credit Risk Analyst -
AIWMI
Certified Investment Risk Analyst -
AWIMI
Certified Derivatives Trader -
AIWMI
CMSA - Capital Markets & Security Analysis
CFI
B.Com -
Kanpur University
IPCC -
ICAI
12th Class -
St. Mary's Junior College
High School Diploma -
Rishi Public School
All Parts Cleared -
CFA Institute (USA)
All Levels Cleared -
GARP Institute (USA)
Cleared 4 Papers - Mathematics & Risk Modeling
Acturial Science
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